The Allianz broker teams needed information fast and as it happened.
They needed a management system that used real-time sales data to handle brokers quotes and improve strike rates.
Brokers were given real-time updates on data as it entered the system, increasing the visibility of large or complex deals. Customised campaigns allowed brokers to plan and communicate their deals more effectively.
This ensured that vital information was always available for brokers and their managers – allowing brokers to use their initiative with the security of clear senior oversight.
This was supported with a quick access content library with built-in training modules on the system into the platform.