Every client, a different story!
Get to know your clients better and anticipate their needs.
Endorsed and adopted by the main mediator associations
Qualified monitoring to manage the position of each client in an agile and efficient way. A very useful overview when detecting new opportunities.
The creation of personalised opportunities allows you to identify at any time the position and potential needs of your clients, to advance in a project or to present new offers.
A powerful sales control, designed to carry out an exhaustive follow-up of each customer and easily detect new upselling and crosselling possibilities.
To face today’s challenges, making sure you have the best crew on board has become more important than ever. At Barymont we know that when it comes to technology and digital, partnering with Codeoscopic is a guarantee of excellence in service and the assurance you’ll be at the forefront.
Avant2 Sales Manager is an agile and dinamic program. We’ve been partnering with Codeoscopic for years now and the technology they develop has played a revolutionary role in our commercial strategies at Ruiz Re, helping us to develop our net and attract new business.
Codeoscopic’s predisposition to dialogue, collaboration and investment in technology allows us to focus all our attention on those steps that provide real added value to the insured. When two leading companies work as a team, success is assured.
You can view the ENTIRE portfolio of policies you have in Tesis Broker Manager and retarify on maturity, achieving proactive client management to increase the loyalty of your portfolio.
Discover Tesis
Avant2 Sales Manager allows the broker to effectively track the contracting cycle. Add events, notes and details to keep customer communication and information up to date for your team.
The power of usability. Thanks to a clear, fast and intuitive interface, Avant2 Sales Manager helps the broker achieve maximum efficiency in their work and optimise their multi-quote operations.
Want to discover the power of Avant2 Sales Manager?
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