Season rush
Clear and fast.
Star category
Health insurance: for insurance and financial advisors
In health insurance (Krankenkasse) advice, the autumn switching season is busy. Client lists, deadlines and comparisons are managed in bulk.
- English and the community languages your customers speak
- SEK, VAT (moms) (moms) and local levies
- Data protection under GDPR
Control during the switching season
A bulk reminder goes to a predefined group of clients and meeting appointments are planned in the calendar. Each client’s status (met, switched, no switch) is recorded so follow-up is never left incomplete.
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.
Swedish specifics
Health insurance data can count as sensitive health data; only what is necessary is kept, access is restricted and consent is recorded.
Frequently asked questions
Can a premium comparison tool be linked?
It depends on the interface the tool offers; if possible results are passed into the file.
Related topics
Client file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn moreAppointments and calendar
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them.
Learn more