At this year's "Eisenhut" award for sales software by Versicherungsmagazin in cooperation with the Bundesverband Deutscher Versicherungskaufleute (BVK), Bankenmagazin and KuBi e.V., affinis consulting was among the finalists with its solution Makler-CRM based on PisaSales.
The broker CRM solution from affinis based on PisaSales qualified for the final in a five-stage evaluation process. The answering of written questions as well as the statement to the individual feedback of the jury finally led to the participation in this year's final in Rothenburg ob der Tauber. Here, a live presentation of the best software solutions took place in front of the entire jury.
The solution shown supports the broker support of insurance companies. In particular, the strong practice and target group orientation, combined with high user-friendliness distinguishes the broker CRM solution from affinis and PisaSales. Furthermore, the diverse evaluation and reporting options were convincing.
Insurance companies, sales companies, agent associations and software houses were eligible to apply for the coveted award. Sales software is defined as any type of software that supports an agent in providing customer advice, including brokerage and Internet-based systems. The broker CRM solution caught the jury's eye as a special feature, as the software addresses broker support within the insurance company and thus supports the successful sale of in-house products via the broker sales channel.
The aim of the award is to create more transparency. For software providers, this means recognizing their position in the provider competition. Each provider learns about its relative strengths and weaknesses compared to the anonymized competitors. For insurance companies, sales organizations, and representative associations, transparency also means learning about the strengths and weaknesses of their sales software in comparison to those of the anonymized competition, and thus about the need for action.
affinis and PiSA sales were also able to derive a variety of benefits from the event and gain visionary starting points for the further tool-supported optimization of broker sales.
Since 2020 PiSA sales GmbH is part of the JustRelate Group. The more than 140 employees at the locations Berlin and Wroclaw cooperate in the development, production, marketing and sales of powerful CMS and CRM software solutions for the national and international market.