Optimal meeting preparation and 70% less effort with Agree&Sign.

<p>Agree&amp;Sign enables structured and efficient preparation for annual reviews through digital data collection and validation.</p><p>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>

<p>Agree&amp;Sign enables structured and efficient preparation for annual reviews through digital data collection and validation.</p><p>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:

<p><strong>Guided data entry</strong><br />Customers enter relevant information such as master data, current contracts (optionally also with other companies), and areas of interest via dynamic web forms.</p>

Automatic validation
Entries are checked directly for completeness and plausibility in order to detect errors and missing information.

1

Online correction
Customers can independently supplement or correct incomplete or incorrect information online.

2

Structured data preparation
All verified information is converted into a uniform format so that it can be used for preparation.

3

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.

4

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.

5

Any further questions? Contact our experts.

6

Chief Executive Officer

Sven Gerhardus

Contact - Name:

Sven Gerhardus
CEO

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