Case Study: Unum Życie streamlines sales meetings and improves customer experience with Salesbook

Unum streamlines the analysis of customer needs during a sales meeting

Unum Życie, a Polish insurance company, sought a solution to improve its sales processes, customer needs analysis, and overall client service. Their goal was to enhance the sales conversation and experience by providing a simpler, more transparent way to present the company and its insurance products. To address this challenge, they partnered with the vendor Salesbook and implemented its Salesbook Insurance product.

Salesbook provided the company's agents with tablets configured with their software. This solution streamlined meetings by enabling a standardized process, starting from presenting the company to analyzing customer needs and explaining the offer. As a result, Salesbook helped Unum Życie improve the customer experience during sales meetings, standardize the advisory process, and implement mechanisms to improve the overall quality of its service.

Unum Życie

Robert Gowin

Member of the Board