What is client portfolio management in insurance and why is it crucial?

Dans le secteur de l’assurance, la gestion du portefeuille client constitue un levier stratégique majeur pour les professionnels du courtage, les agents, ou encore les assureurs. It encompasses all the data, contracts, relationships and commercial actions implemented to monitor, retain and develop a customer base. In a competitive environment where each interaction influences the value […]

Can I trust insurance software?

In a constantly evolving sector such as insurance, where customer needs are intensifying and processes are becoming more complex, the question of the reliability of insurance software is becoming central. Professionals and private individuals alike are wondering whether these tools are really up to the task of managing sensitive data, automating tasks and meeting growing […]

What does insurance administrative management consist of ?

Understanding insurance administrative management What is insurance administration ? Insurance administration includes all the management and monitoring tasks related to insurance contracts, whether they concern individuals or professionals. It covers a wide range of administrative activities aimed at ensuring the proper functioning of insurance services and ensuring a smooth relationship between insurance companies and their […]