A major player in consumer auto financing wanted to grow complementary insurance sales while securing customer relationships with individuals.
Since 2017, it has relied on Armatis to operate a system covering sales, retention, and back-office management.
Banking & Insurance – B2C
Back-office management
Portfolio sales and management
Increase subscription rates to complementary insurance without harming customer experience.
Better detect multi-equipment opportunities within the existing customer base.
Ensure regulatory compliance and industry expertise in a demanding banking/insurance environment.
Build, within an outsourced scope, a sales force capable of balancing commercial performance, advice, and regulatory requirements (IAS), while remaining agile enough to match campaign rhythms, follow-ups, and offer evolutions.
A blend of best practices and banking/insurance-specific methodologies.
A dedicated project and management team, reinforced by an insurance specialist, supports each client with flexibility and precision.
A harmonious approach combining commercial development and service quality, without aggressive pressure on portfolios.
An effective production plan crafted considering client challenges, including disengagement management and follow-up optimization.
Rigorous tracking with team coaching, action plan controls, and regular adjustments to ensure commercial objectives are met.
A managed system increases insurance sales while ensuring policyholder satisfaction and loyalty.
Systematic opportunity detection better valorizes the existing portfolio through relevant multi-equipment proposals.
Final customer interactions reflect high compliance and professionalism levels, building trust.
IAS-certified team, regularly trained, ensures compliance and quality advice delivery.
Structured process identifies opportunities to maximize portfolio value, especially via multi-equipment.
Commercial proposals precisely tailored to real customer needs for better fit.
Proactive agile support with multiple POCs (speech analytics, satisfaction surveys, etc.), followed by solution industrialization.
Banking/insurance expertise + data-driven management = converting recommendations without portfolio aggression.
IAS-certified teams embodying Sales/Service/Advice with premium consultative approach.
From POC to industrialization in weeks, with sizing matching your volumes while protecting policyholder LTV.
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