Proxima provides Gjensidige with an overview of all the tips they have transferred to their partner. With the platform, Gjensidige gains valuable insights into which leads are converting—and employees save time on information retrieval.
Proxima provides Gjensidige with an overview of all the tips they have transferred to their partner. With the platform, Gjensidige gains valuable insights into which leads are converting—and employees save time on information retrieval.
There is a lot of movement of customer inquiries between players in the banking, real estate, and insurance industries. Customers often need multiple services at the same time, and transferring tips is beneficial for both the customer and the companies. Shared systems make this process faster and easier. Gjensidige collaborates with Nordea, and tips are regularly transferred between the two partners. Nordea Norway has been using Proxima for lead management for years, and in March 2022, Gjensidige also adopted the system. The reason for this was that Gjensidige wanted easier access to information about the tips sent to Nordea. This is explained by Lovise Borud Engh, Head of the Housing Partner Area at Gjensidige.
In customer conversations, Gjensidige determines whether their customers wish to be referred to their partner Nordea for a non-binding offer. If the customer gives consent, the tips are sent to Nordea for further processing. Proxima allows Gjensidige’s employees to view the status of the tips they have sent to Nordea. Engh explains that this helps them develop a more informed approach to which types of leads are most appropriate to send to Nordea. In the tip portal, they can see, for example, which types of leads have led to sales. This can provide them with an idea of which tips to prioritize in the future.
Before adopting Proxima, Gjensidige did not have a similar system. If employees wanted to check the tips they had sent to Nordea, they had to do so manually. This involved a lot of back-and-forth emails to gather information, which was time-consuming. With Proxima, Gjensidige now has a clear, easy-to-navigate system. Employees no longer need to wait for responses from another party, as they can directly access the system to view the tips themselves. As a result, they find that the new system saves them a lot of time, says Engh.
Gjensidige is very satisfied with Proxima. They find that the platform meets their needs effectively, providing better access to information. According to Engh, the collaboration with Proxima Code has also been excellent. They received good information and experienced a fast response time throughout the process. After the system was integrated, they received digital training, and Engh adds that she was also called for follow-up afterward.
With Proxima, you get a platform that systematizes your leads. Our system helps you streamline the follow-up of customer inquiries, which is beneficial for both the customer and the business. We offer industry solutions developed for banking, real estate, and insurance—but the system is equally suitable for other industries. We are, of course, 100% GDPR-compliant! By choosing us, you can be assured that all your leads will be handled securely. Here you can read more about how Proxima works. Want to know more? Feel free to contact us!
