This is what your digital guidance process with Calenso could look like:
Win more information 🚀
Win more information 🚀
Convert visitors into valuable insurance customers by having them fill out surveys or configurators. The collected information can be automatically transferred to your ERP or CRM system via the Calenso interface.
Automate your appointments 🗓️
Let your leads book appointments around the clock. Calenso not only calculates all available appointments by comparing several calendars, but also reminds your customers of upcoming appointments.
Automate your appointments 🗓️
Advise your customers personally 👩🏼💻
Advise your customers personally 👩🏼💻
With digital guidance, the customer experience is more flexible, efficient and personalised than ever. Especially for young people, online counselling is a must-have. Calenso has interfaces to video conferencing tools such as Unblu, Zoom, Microsoft Teams, Cisco Webex and the in-house Calenso Meet.
Conclude contracts online ✍🏻
With our seamless Unblu E-Sign feature, you can provide case-closing advice by having your clients sign contracts directly online.
Conclude contracts online ✍🏻
Increase your customer satisfaction ⭐
Increase your customer satisfaction ⭐
Send automated follow-ups after each appointment, where your customers can rate the appointment and share their opinion. Follow-ups improve customer satisfaction many times over!
Conversation platform for insurance 💬
With the seamless collaboration between Unblu and Calenso, you can take your insurance to the next level. Unblu enables secure communication with clients via video consultation, co-browsing, live chat function and secure messaging. The biggest advantage is that Unblu allows you and your client to view documents together.
Conversation platform for insurance 💬
Interest aroused?
Let us convince you!
Massgeschneiderte Funktionen für die Versicherungsbranche
Every industry deals with different difficulties in everyday work. Based on customer surveys and our own experience, we have highlighted the most important functions of Calenso for your company.
Customer Management & Reminder 🔔
Customer Management & Reminder 🔔
With Calenso, you can expect clear customer management. You can leave individual notes for your clients and keep track of their appointment history. In addition, you can ask your clients to answer questions before booking an appointment so that they are ideally prepared for the meeting. With the reminder function, you also prevent appointment cancellations and idle times.
Learn moreSynchronise calendars of all advisors 🔄
If you have already recorded your appointments digitally, you don't have to get used to it. Calenso allows you to connect several external, private calendars per employee. By the way, you can still enter your holidays and absences in your external calendar. If you need a pre- or post-processing time for certain appointments, you can enter this explicitly for these services. Calenso calculates all free appointment windows automatically. Therefore, overbooking and appointment collisions are a thing of the past.
Learn moreSynchronise calendars of all advisors 🔄
Speak the language of your customers 🌍
Speak the language of your customers 🌍
You offer counselling in different languages? Great! Clients really appreciate that. That's why Calenso is also available in several languages. Your clients can easily switch to their native language when booking an appointment. You only need to translate your offer - the rest of the words are already translated. Calenso can be switched between German, French, Italian and English.
Learn moreCustomer service in an intelligent way 💡
You want feedback from your clients for your counselling? With Calenso Smart Actions you can do this automatically with one mouse click - for all your customers, after every appointment. There are also other intelligent helpers that support you in customer care, retention and recovery.
Learn moreCustomer service in an intelligent way 💡
Discover all the features of Calenso now!
Insurance companies benefit from these advantages 📈
Undisturbed work
Insurance advisors can focus on their core competence, as every effort around the appointment itself is taken over by Calenso.
24/7 availability
Your insurance advisors work from 08:00 - 17:00? No problem - Calenso works for you around the clock.
Competitive advantage
Many customers switch to another provider if they cannot reach you or the digital customer experience is not satisfactory.
Customer satisfaction
Your customer satisfaction will increase many times over with cool confirmations, reminders and follow-ups.