Case Study

Multiple Solutions for the Ultimate One-Stop Customer Information Resource

Generali Hellas is a member of Assicurzioni Generali S.p.A., the largest European insurance group and second-largest global financial insurance company in the world. Comprised of 476 companies, the Group is operative in more than 60 countries around the world, with over 85,000 employees and 70,000,000 clients world-wide.

  • Headquarters: Athens, Greece
  • Website: http://www.generali.gr

Challenge

Generali Hellas strongly believes that access to information and immediate response to customer needs and demands is imperative. Having established a large customer base of insurance agencies and bureaus throughout Greece, the company’s internal sales department needed to track and manage a large volume of customer data and documents.

Solution

With a firm grasp of its business requirements, Generali Hellas researched the market to find the most effective solution. The company chose Sugar for its option of an on-premise deployment, ease of integration, and intuitive user interface. Generali Hellas also engaged Sugar partner Qualisys Software to assist with solution implementation.

Results

  • Improves follow up with prospective clients
  • Ensures that all customer calls receive prompt attention
  • Automates the entire customer lifecycle process
  • Provides fast and effective analysis and reporting

Business Benefits

The Qualisys Sugar solution for Generali Hellas has effectively unified independent systems and consolidated operations on a single platform, thus improving follow up with prospective clients and ensuring that all customer calls receive prompt attention. In addition, the entire customer lifecycle process has been automated. Sugar enables increased document sharing and collaboration and provides fast and effective analysis and reporting, including key performance indices for each customer account and line of business.

“With Sugar, we now have effective organization, management, and monitoring of all sales related activity,” concludes Melexopoulos. “It has improved the efficiency of the team, accelerated client response time, reduced the time required to locate client information, and given us more quality time for sales.”

“With Sugar, we now have effective organization, management, and monitoring of all sales related activity. It has improved the effeciency of the team, accelerated client response time, reduced the time required to locate client information, and given us more quality time for sales.”

Dimitris Melexopoulos
Brokers & Non Tied Agents Manager, Generali Hellas

Integrations

  • Implementation of CRM application on various platforms
  • Unifies independent systems and consolidates operations on a single platform
  • Provide more complete and accurate forecasts

Solution Partner:
Qualisys Software