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Managing Quotations/Applications

Optimum sales support for insurance products

Cost pressure and high competition add, more than ever, to the demands placed on insurance sales. Economic, social, and demographic changes complicate the acquisition of new customers. Only those companies that are able to put innovative product ideas on the market quickly will win new target groups. A high service quality is prerequisite for attracting strong sales partners. The support of diverse sales channels and the practice of white labeling become more and more significance due to corporate structures, cooperation partnerships, and affinity business. To meet different deployment scenarios, which result also from using various platforms and end devices, it takes an agile sales solution.

With experience drawn from many projects  developing individual sales solutions and as a provider of standard solutions for quotations/applications (Faktor-IOS) and product implementations (Faktor-IPS), ConVista offers insurers comprehensive consulting on optimizing their sales processes. As well as IT knowledge, our consultants are also experts in the requisite business processes. We know how much the integrated process, simple design, and flexible & fast services of a successful sales solution can inspire sales partners. Based on our expertise in product mapping, we develop and build product-driven solutions that make it easy to handle a variety of complex products and to efficiently implement product changes.

  • Long-established project experience

  • IT and business expertise

  • ConVista offers standard solutions and project accelerators

  • Comprehensive support from consulting on processes and architecture to the implementation


Michael Eibner

+49 89 520 311 800