New white paper: field service software and works councils
Market and language
Germany
DEEN
Austria
DEEN
Switzerland
DEEN
International
EN

Choose your market and language.

PrototypesLog inSupportContact
Book a demo

Customer worlds

Named after the place where your team works, each with a prototype.

PharmacyPharma OTC/OTX and consumer health in pharmacy field salesBoiler roomTrades, field service and heat pumpsStoreRetail field sales and retail marketing agenciesDoor-to-doorDirect sales, e.g. energy, heat pumps and fibre

Also

For partners and topics across all customer worlds.

For agencies and partnersOne system for all clientsRoute planningWeek, route, appointment notices and re-planningHow SIMON thinks aheadHints, suggestions, approval

Also for these industries

Variants of the customer worlds, with the same core.

Energy and utilitiesSolar, storage and heat pumpsSecurity technologyInsurance and financial servicesMedia and subscriptionsNon-profit organizationsHousehold appliances and direct salesBuilding materials and specialist trade
All customer worlds and industries
Home › Customer worlds › Door-to-door › Insurance and financial services

SIMON for Insurance and financial services

Advice at the customer's home or business. SIMON brings the workflows for this from the shared core and is configured to your rules.

Book a demo

Typical workflows

  • Meeting preparation with customer file
  • Needs analysis and advice documentation
  • Closing and documents directly in the meeting
Closest match

Prototype Door-to-door

Direct sales, e.g. energy, heat pumps and fibre.

Go to the industry page Door-to-door

A day with SIMON

This is what the working day with SIMON looks like. The green hints show what SIMON says at that moment.

Morning

Prepare meetings

Mr. Albers: household contents policy unchanged since 2014, living space has increased according to the last update.

Customer file with existing contracts, recent contacts and open topics.

In the conversation

Record needs

Still open: cover for the side business.

Guided needs analysis, so no topic is forgotten.

Wrap-up

Documentation during the meeting

Advice documentation complete, customer has confirmed.

Document the advice, submit the application and hand over documents directly.

Afterwards

Follow-up

In 6 months: review Mr. Albers' car insurance.

Follow-ups and queries land in the inbox instead of on scraps of paper.

Terms SIMON speaks

Needs analysisAdvice documentationExisting contractsApplicationContract overviewFollow-upBusiness customer

Related industries

Energy and utilitiesSolar, storage and heat pumpsMedia and subscriptionsNon-profit organizationsHousehold appliances and direct sales

What SIMON prepares for you

Briefing before every visit

Contact person, open points and goal, read aloud in the car.

Order recommendation

From the analysis of customer and location, adjustable during the conversation.

Quality check before signing

So contracts and orders are complete before they go out.

How SIMON thinks ahead

A trial period instead of a requirements spec.

Test SIMON for 4 to 6 weeks with 5 to 10 users from your team. At a fixed price and with success criteria we agree on together beforehand.

Fixed price, quote based on scope
  • Real users, real customers, your processes
  • Success criteria agreed in writing upfront
  • Before-and-after measurement as the basis for decisions
  • IT, data protection and works council involved from the start

Get to know SIMON.

30 minutes, your industry, your processes. Pick a date directly.

Try the prototypeBook a demo