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.
Typical workflows
- Meeting preparation with customer file
- Needs analysis and advice documentation
- Closing and documents directly in the meeting
Closest match
Prototype Pharma and consumer health
Field sales in pharmacies, OTC and OTX.
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
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.