Guided data entry
Customers enter relevant information such as master data, current contracts (optionally also with other companies), and areas of interest via dynamic web forms.
Agree&Sign enables structured and efficient preparation for annual reviews through digital data collection and validation. Customers enter relevant information online in advance so that advisors can prepare for the meeting in the best possible way. This reduces the manual preparation effort by up to 70%, increases the relevance of the topics discussed, and significantly reduces follow-up work. Advisors and customers benefit from clear prioritization of topics, fewer queries, and focused discussions.</p>
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This is what the process looks like with Agree&Sign:Customers enter relevant information such as master data, current contracts (optionally also with other companies), and areas of interest via dynamic web forms.
Automatic validation
Entries are checked directly for completeness and plausibility in order to detect errors and missing information.
Online correction
Customers can independently supplement or correct incomplete or incorrect information online.
Structured data preparation
All verified information is converted into a uniform format so that it can be used for preparation.
Prioritization of topics
Consultants receive a clear overview of the priorities specified by the customer and can prepare the content of the conversation in a targeted manner.
Integration into the preparation process
The digitally recorded and validated data flows directly into the preparation of the annual review, without media breaks or manual transfers.
