insurance sales

sales in transition

The market for insurance products is not driven by growth, but by predatory competition. Customised sales and the integration of diverse sales channels are the focus of every insurance company. Customers, on the other hand, have become more independent and are presented with a variety of consulting offers that make it easier for them to change their insurance products. The challenges of efficient sales still lie in serving the customer at the right time and place with the right product.


insurance consulting of the future

The integration into the overall environment will put further pressure on current market developments. Not only altered customer behaviour is a major driver, but also the entire regulatory environment which, with the IDD, has established a framework condition which will lead to an increasing professionalization of sales. In the future, there will no longer be small one-man intermediaries, but highly specialised, digitally networked consulting units.


In its consulting services for insurance sales units, plenum focuses on those areas that will create real added value for the future of sales and are subject to major change.

Integrating sales channels into an omnichannel vision. We offer support to ensure that your customers have the same customer experience on each channel at all times. We also focus on architectural and practical questions relating to the selection of high-performance and flexible IT platforms.

We plan and optimise the use of Big Data for improved planning, management and controlling of sales and for more detailed customer insights. Big Data makes the demands and goals of your customers tangible and realisable in day-to-day sales. We make the possibilities of state-of-the-art technology accessible to you and your customers.

Insurtechs are breathing new life into the insurance industry, and are also having an impact on your customers. The potential of state-of-the-art technology and innovative market players for your customers is also placing increasing demands on traditional companies and industries. Use our input to gain a better understanding of your customers' needs and turn them into business success.

Digitalisation and automation in customer management are core competencies of plenum. We optimise and digitalise entire process chains. Whether digitising your processes with third parties via BiPRO standards or expanding internal black box processing, plenum strengthens your competitiveness.