Case Study: Bert Ritsema Verzekeringen & Hypotheken achieves personalized, efficient client service and new sales opportunities with Act! CRM

Act! CRM helps financial firm get personal

Bert Ritsema verzekeringen & hypotheken, a mortgage, insurance and loan specialist with nearly 30 years’ experience, prioritizes personal service in an increasingly depersonalized industry. As client demand grew, the firm struggled with fragmented systems for storing and managing client data and needed a single, flexible platform that could serve different departments and capture detailed client information.

The company implemented Act! CRM to replace separate systems, centralize client records, sync emails and tasks with calendars, and give advisors a complete financial picture for each client. The result was immediate: more efficient client service, easier tracking and automated reminders, faster identification of new sales opportunities, reduced administrative time and better-informed advisory conversations.

Bert Ritsema Verzekeringen & Hypotheken

Corné Ritsema

Executive