Skip to Content
Author's profile photo Kris COPPIETERS

Become The Most Trustworthy Salesperson, Even Selling Insurance Products


Show your customers that you are complying with new legal standards regarding Insurance sales. Follow-up consistently on each of your customer contacts. Keep track of your individual sales cycles putting each of your customers at the center and understanding his changing needs…


It’s all easier said than done, but SAP Sales Management for Insurance rapid-deployment solution provides you with the proper tools to let you really focus on what you like most: having a cup of coffee with your happy customer, signing a new policy.


The financial industry has never been more important for the average person – the last 10 years has been a roller coaster for anyone with an investment account. With many countries experiencing economic hardships or uncertainty, there seems to be a common distrust of anything that even smells like ‘financials’ (including insurance policies).


Many would argue that there have been better times for Insurance Agents. But is that true?  As a matter of fact, distrust can be a great opportunity for a salesperson who really understands their customers, and who can respond with the right product/solution. Sales cycles might get longer, but by committing to all your actions and by being up-to-date on a customer’s situation in one glance at any time, you don’t mind having to wait another week to sign the right contract.


The SAP Sales Management for Insurance rapid-deployment solution (released in July, 2012) enables insurance companies to better understand and manage their customers by using SAP best practices, preconfigured software, implementation services, and end user enablement. Even if you already are a SAP CRM customer, you definitely should have a look at this ‘out-of-the-box’ solution as it can easily be integrated with your current system (and in just 15 weeks). Whether your back-office is SAP or non-SAP, this solution can help you integrate your sales team’s data with your back-office needs.


With this integrated sales-and-service solution, you can accurately generate detailed sales reports, quickly gain a real-time 360-view into customer data, and
efficiently deliver legally compliant customer support.

  • Comply with the ever-changing legal requirements for selling insurance products
  • Determine each customer’s specific needs, using fact sheets to deliver the services expected
  • Monitor and improve each sales agent’s performance
  • Run an intuitive, Web-based reporting framework, to generate and access detailed



So if you’d like to become a successful & trustworthy insurance salesperson and regularly have drinks with your happy customers, be sure to implement SAP Sales Management for Insurance rapid-deployment solution.


For more info about SAP CRM rapid-deployment solutions, check out this blog:

The Chocolate Story ! For SAP CRM rapid-deployment solution


Follow SAP Rapid Deployment Solutions on Twitter: @SAPRDS

Assigned Tags

      1 Comment
      You must be Logged on to comment or reply to a post.
      Author's profile photo Marcio Debize
      Marcio Debize