Insurance brokers

The specifics of each business area require individual process optimisation solutions. For insurance brokers, Hanna offers convenient ways to manage customer data and track financial scenarios.

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Increase workload opportunities

What added value can assistant Hanna create for your business?

No missed deadlines

Convenient recording of expiration dates for contracts, offers and other documents and reminders as they approach the date will help you avoid missing deadlines and delays. Your customers and partners will appreciate your attention.

Standardised documents

Hanna will help you create handy templates for contracts or commercial offers. This will save time creating new documents and prevent missing important details.

Efficient working time

With the functional Hanna digital database, you will find all the required information extremely quickly and easily. No more wasting time browsing through different programmes or folders.

Learn about Hanna’s features

From customer database to convenient document creation

Customer data management

Hanna allows collecting all the information about the customer and viewing the history of cooperation: call summary, e-mail correspondence history.

Create a customer profile and view available customer data: insured property, valid contracts, payment history, etc.

Monitor customer turnover, debts and payment history.

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Control of financial indicators

Create your financial goals per period and track your progress.

Compare the financial indicators of customer or project profiles, performance analysis to reach the most effective solutions.

Register the commercial offers that are being prepared, forecast the cash flows from the approved offers and analyse the actual cash flows.

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Contract database

Form offers for customers, send them directly from the system at the click of a button and analyse which offers have yielded sales.

Generate contracts using contract templates and contract e-signature function for a fast and efficient contract signing.

Form invoices that are automatically sent to customers.

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All success stories

Find out how Hanna solutions help companies like yours to manage their processes in a more convenient and organiser manner. Could we be creating another success story together?

We have been working with the Hanna system for several years. The user interface is perfect, it is very easy to work. Our company is happy using Hanna system. We save a lot of time and do not forget important information.

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The program is powerful and has a lot of functions. Flexible, informative and fast CRM. Hanna CRM saved us a bunch of time with great invoicing system. Everything is nice, simple and easy to navigate.

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Our company quickly got used to the Hanna system. The system is easy to understand and use. With calendar integration, we don't leave any tasks unfinished, and task reminders help us not to forget even low-priority tasks. Project management is very important in our company. In Hanna, we can record completed and planned tasks, invoices, expenses, and many other highly relevant processes for projects.

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We have worked with CRM systems before, but when we tried Hanna, we realized how simple everyday processes can be. The program helps to plan time, prevents us from forgetting tasks, and automated functions save time. We no longer send invoices to clients manually - the program takes care of it. In addition, creating contracts and documents has become simpler, as we can not only create them individually for each client but also sign them with an electronic signature.

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With Hanna we finally have all the contacts in one place and each employee only sees the contacts that are relevant to them. In addition, invoices are automatically sent to clients, so there is no need to worry about it manually.

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With the help of the program, we can track all current and potential clients. When a call comes in, the system allows us to immediately create a customer, describe their preferences and other important information. We have received feedback from clients that we do not forget even the smallest details, and this is thanks to the Hanna program!

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A reliable and automated program. Kanban and Gantt charts simplify processes and help to stick to the set plan. Goals tracking has made a significant progress in our company. We calculate both the overall and individual goals of the employees. Sales have increased, the contact list has expanded, and with the help of the Hanna system, we perform all our tasks.

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Ready to start? See how the beginning looks in Hanna business management system

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Simple pricing

The pricing of Hanna’s business management system is based on the principle of a monthly subscription and depends on the number of workplaces. We offer simple and number-based pricing.

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