Stuttgart presents new BeratungsNavigator Stuttgart, December 15, 2009 just in time for the start to the year 2010 the Stuttgart presents the new BeratungsNavigator their business partners. With this software solution, future sales calls will receive a new dimension: quick, easy, comprehensive and legal security never before it was more convenient to provide customers with an individual and holistic advice. Thanks to the intuitive operation, users with just a few clicks from the identification of needs reaches about the product analysis to offer creation to the optimum pension proposal. A further decisive advantage in addition to the time savings: The sales pitch is extremely simplified. This is ensured by the software-based consultancy documentation that takes essential administrative tasks when at the same time absolute certainty the user.
Building on its predecessor, the Stuttgarter AngebotsSoftware, all well-known and proven basic functionalities were preserved and useful at the new Stuttgart BeratungsNavigator Adds. With a variety of practical, consistently related tools, the new software allows a full acquisition of the customer’s individual life situation and with only a few entries. All customer data is automatically passed from one application to the next; time-consuming duplicate entries belong to the past. A special highlight: The software interface can be adapt at any time to the individual needs and ways of working. Often used tariffs can be stored, for example, directly on the homepage. The Stuttgarter BeratungsNavigator convinces with its clear design and usability.
The three main categories of the computer are prominently highlighted on the home page. Under the item interest analysis”, the Broker selects an application in the sense of a holistic consulting process. Here the individual lives of the customers including captures the existing provision will analyzed gaps and in accordance with the objectives and The customers want a mix of retirement determined. Various incentives and tax optimization calculator are stored under the menu point of consulting tools”. “” By their clear arrangement in the categories of comparison and advantage analysis, bAV-tools”and General tools’, certain consultation tools like the savings calculator can be basic pension” or the benefit calculator to the citizens Relief Act“easy make out. Just as quickly, brokers who would already know the specific needs of their customers and calculate only a concrete offer, arrive at your destination. Under calculator, you find”the familiar, uncluttered subdivision to layers before and immediately reach the known input mask for the selection of the desired tariff. “” “Motto consulting documentation made easy” the administrative obligations can be done in the future almost alone: through predefined fields, such as customer and agent data, consulting opportunity”and customer requirements” or wording AIDS can be quickly and easily create evidence of advice. All data are then provided in a PDF file and can be issued to the customer together with the offer and request as complete, liability-safe package. Thus, the new BeratungsNavigator of the Stuttgart meets all important criteria and wishes in the context of a qualified customer service. He is stringently directed the needs of intermediaries, comprehensive, but easy handle, quickly and legally compliant. How to contact with press releases stock fish. The power of the word Melanie Bredlow Hager Babu road 56 20357 Hamburg Tel.: 040 / 72 00 92 – 12 fax: 040 / 72 00 92 – 29 E-Mail: Stuttgart-based life insurance company contact a.G. Jasmin Callegari Rotebuhlstrasse 120 70197 Stuttgart phone: 0711 / 6 65-1471 fax: 0711 / 6 65-1515 E-Mail: