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insinno GmbH Bergheimer Str. 147 69115 Heidelberg, Germany http://www.insinno.eu
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insinno GmbH

CODie kann jetzt DIN

(PresseBox) (Heidelberg, )
Das Maklerverwaltungsprogramm CODie ist jetzt mit einer Schnittstelle zur digitalen Beratungssoftware insinno.financesuite versehen. Versicherungsvertrieben ist es nun möglich, schnell und einfach über die Schnittstelle von CODie die insinno.financesuite inklusive ihrer DIN77230-konformen Finanzanalyse zu nutzen.

Mit der insinno.financesuite wird der Vertrieb effizienter und Beratung zum Erlebnis. Die DIN-Analyse bietet die Chance aus produktorientierten Verkaufsgesprächen eine ganzheitliche Beratung zu machen. Cross-Selling ist damit einfach realisierbar. Zudem wird das Beratungsgespräch rechtssicher und digital von der Erstinformation bis hin zum Beratungsprotokoll dokumentiert. CODie bietet durch die Kooperation mit insinno Vertrieben und Maklern eine einfache und günstige Möglichkeit, digitale Beratungsstrecken aus einem Online-Beraterportal zu starten.
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The publisher indicated in each case (see company info by clicking on image/title or company info in the right-hand column) is solely responsible for the stories above, the event or job offer shown and for the image and audio material displayed. As a rule, the publisher is also the author of the texts and the attached image, audio and information material. The use of information published here is generally free of charge for personal information and editorial processing. Please clarify any copyright issues with the stated publisher before further use. In case of publication, please send a specimen copy to service@pressebox.de.