Case Study: Pantaenius Versicherungsmakler boosts transparency and efficiency with CAS Software’s CAS genesisWorld

Pantaenius Versicherungsmakler - Customer Case Study

Pantaenius Versicherungsmakler GmbH, a mid-sized insurance broker, sought a central organizational platform to better cater to the individual needs of its clients and inspire confidence through professional advice. The company chose the CAS genesisWorld CRM solution from CAS Software, looking for an intuitive, web-based platform and a provider that shared its mid-sized business spirit.

CAS Software implemented CAS genesisWorld, which provided a 360-degree view of client relationships and streamlined processes like sales and project management. The solution centralized all information, including documents and correspondence, leading to significant time savings and increased efficiency. A measurable result was a significant increase in the client win-back rate. The owner also praised the new transparency in sales management and controlling, which helps expand their long-term client base.

Pantaenius Versicherungsmakler

Sebastian Papke

Team Leader IT Projects and CRM Project Manager