Enquiry source
At every step.
Booking journey
New client for insurance and financial advisors across Italy
Before starting we define goals, users and priorities together, so every feature has a reason and the budget stays under control. Teams in Turin, Genoa, Verona and Brescia get the same fixed-scope approach and one contact who replies within a working day. A new client enquiry arrives, the first meeting is planned and the client card opens. Each source (referral, web, phone) stays on record.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
From enquiry to first meeting
When an enquiry arrives, source and interest are recorded and a suitable slot offered for the first meeting. Documents to request before the meeting are listed; contact and data-processing consent is recorded from the start.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Italian specifics
Client information duties and record rules depend on the firm’s licence and regulation.
Frequently asked questions
Does a web form land directly on a card?
Yes; the form data creates the new client card and the advisor is notified.
Related topics
Analysis and offers
Analysis and offers for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreClient file
Client file for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreAppointments and calendar
Appointments and calendar for insurance and financial advisors across Italy in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn more