Heralife

"HeraLife is a specialist in life insurance." Hera Life has a unique and very efficient acceptance process. This is at least as important as a competitive price. How does HeraLife achieve this? By continually innovating and improving her processes, which includes dynamic and scalable IT solutions."
- Milko Dorstijn, General manager

Solution: Vobe CRM

Modules: Pipeflow

HeraLife has set up the standard module with Vobe CRM.
Find out below how HeraLife uses Vobesoft on a daily basis:


CRM

Hera life stands for integrity and quality, which is why accurate data is essential. Hera Life wanted to be able to manage documents, folders, customers and leads within the cloud. With VobeSoft, Hera Life created custom workflows for employees. Now everyone knows exactly what he or she has to do and what the priorities are.

File directory

Windows / Mac directory? Forget it.. all documents that matter are stored within the VobeSoft directory file tab underneath every corresponding file.


Workflowmanagement

Hera life stands for integrity and quality, which is why accurate data is essential. Hera Life wanted to be able to manage documents, folders, customers and leads within the cloud. With VobeSoft, Hera Life created custom workflows for employees. Now everyone knows exactly what he or she has to do and what the priorities are.

Leuke Feitjes:



  • reduction in administrative work

    25%

  • reduction in Excel use

    100%

"Heralife is the leading specialist in life insurance." Heralife has a unique and highly efficient acceptance process, which is at least as important as a competitive price. In order to achieve this we need dynamic and scalable IT solutions. Thanks VobeSoft!"

Benefits:

  • Faster and better customer data consolidation
  • Cost savings realized on customer and administrative processes
  • faster response times towards customers

Organize work, customers, workflows or whatever objects you work with within your organization, entirely flexible. Cool organizations use the VobeSoft Platform to organize and handle work in their own unique way :).

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