Thursday, October 15, 2015

[pma:]: New technology for brokers – procontra-online

From the [my.pma 2.0] online inventory management program, the CRM “” and provides the client even more in the spotlight. Agents should thus be able to master their daily work easier and more convenient.

After 10 years [my.pma 2.0] raises the Financial Services [pma:] its existing inventory management program on a much higher level. With new technologies and a modern responsive design is the future, the mobile use of the program on all devices, including smartphones and tablets, be possible. Whether it’s iOS, Android or Windows. In a development period of eight months an inventory management program has been created that impresses with new and unique features. “The developers put the previous functions in question, and optimized processes. The result was a modern technology. The numerous functional enhancements improve the handling of the consultant, “says Dr. Bernward Maasjost, CEO of [pma:].

In the adaptation and change the requirements and wishes of the consultants and the results and suggestions from an extensive market analysis were considered. At the project nearly 100 people have been involved, both [pma:] – employees and brokers. The technical implementation was carried out exclusively by the IT staff of the [pma:]. As a result, a program has been created which provides significantly more flexibility for users. In many places the new CRM can be adjusted to your own work habits through individual settings, so as to assist the work site even better. From [my.pma 2.0] is ELVIS stands for Electronic Sales Information System, one for an application for all (s).

In order to be prepared for the future, brokers must provide their customers even more in the heart of its activities. “We believe that a CRM should unite all customer-oriented processes. It follows that the basis of all customer-oriented action a central CRM, “explains Michael Menz, project manager of and authorized representative of [pma:]. has the task to facilitate the consultants with components, services, services and tools daily counseling practice. [pma:] builds with this step, the leading position of technical support for independent brokers continued.

Brief profile of the [pma:] financial and insurance broker GmbH [pma:] financial and Versicherungsmakler GmbH based in Münster is one of the largest providers of brokers in Germany and supported since 1983. Financial Services on their way to success. [pma:] covers all financial sectors from: the company’s portfolio includes high-quality offers by divisions insurance (individual and corporate), investment, mortgage and wealth management. With currently 55 professionally well-trained employees, the company guarantees the highest quality of advice and offers more than 1,630 partners comprehensive and quality services. [pma:] advise partners as independent experts their clients individually and comprehensively in the areas of insurance, finance and investment. The company is since 2011 linking Dr. Maasjost & amp; Collegen AG Group.


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