A growing sales force
1:1 Assekuranzservice AG (part of WWK Insurance Group) is a service and knowledge platform for freelance insurance brokers in Germany and has grown tremendously in recent years. Today, more than 1,200 sales representatives handle their insurance business with 1:1 Assekuranzservice AG.
These agents are managed by an internal staff of 20 employees, who, as sales mangers control the entire sales structure and support the freelance brokers in their daily work.
Paper-heavy onboarding
At 1:1 Assekuranzservice AG, no agent comes on board without a thorough background check. Certificates, permissions, and qualifications must be in place before a broker agreement is signed.
For the past 15 years, this heavy paperwork was carried out manually. Hard copies gathered, reviewed, sent for signature, and finally archived in physical storage cabinets. With an internal sales management of 20 employees and a Human Resources team of 10 people, this was no easy task. And no longer sustainable for a company, that otherwise sees the future in bits and bytes.
Much faster work
As a first step, all paper had to go. Personnel files from the storage room were bulk scanned into Next® Enterprise Archive. Today, it literally takes seconds to find a CV, a broker agreement, or an email.
Secure and compliant
With Next®, no files can end in the hands of the wrong people. Only authorized HR staff and the appointed sales manager can access information, as defined by the permission settings. No matter if they work from home, on the road, or in the head office. They always see the same documents, and nothing more.
Notes and comments are also made directly in the system to avoid back-and-forth emailing with sensitive information.
Next® is certified by KPMG, which brings 1:1 Assekuranzservice AG peace of mind with regards to compliance.
24/7 access to information
For the first time, sales managers in the field can access information from anywhere and anytime. With the Next® Go mobile app, they can look up a document immediately from the palm of their hand.
Automation — one step at a time
Now, that HR has gone all digital, they can tap into real automation. In the future, recurring processes, such as onboarding, relocation, or payment requests, will be automated, one step at a time.
With predefined PDF templates, information sharing will be much smoother. With processes, that automatically follow a strict organizational hierarchy, approvals will be straightforward. And with automatic reminders, tasks will never be forgotten.
This frees up resources big time. And gears up 1:1 Assekuranzservice AG for future growth.
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