Buying a Home Insurance Product

Via your Agency

Let´s assume that you are now in person at your agency for the appointment that you scheduled via email. You sit together with the agent and talk about your home insurance needs. As you can see in the screenshots below, the agent opens the Allianz agent software in parallel and documents the councelling interview step-by-step.

Councelling Interview with your Agent

1. Customer Profile Selection

The agent selects your customer profile from the database.

3. Details Discussion: Home Insurance

The agent documents your discussion outcomes regarding a home insurance product.

2. Topic Selection: Home Insurance

The agent select the topic you want to talk about, in this case, a home insurance product.

4. Counselling Interview End & Final Contract

The conselling interview ends and your agent hands over the final contract to you.

Agency_SDW_Vielen_Dank_fuer_das_Gespraech

5. Final Contract Signing

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Let´s assume the agency appointment results in a ready to sign contract. Please fill up and submit the form below to simulate the contract signing.

It is required to enter your email again that the conversion event, i.e. signing the contract by submitting the form, can be mapped to your CDP profile.

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