Head of sales management, Zurich Versicherungs-Gesellschaft AG
Zurich’s 110 main agents have been given far-reaching entrepreneurial freedoms. Their head office supports them with an extremely efficient ABACUS portal.
Zurich’s main agents in Switzerland were still managed and administered centrally until a few years ago. However, today the main agents operate as independent businesses. The SAP-based system used to date for accounting, business planning and processing salaries could no longer be used within the new, decentralised sales structure. “We were looking for a solution that we could essentially provide for our main agents as a ‘semi-finished system’ – an integrative system that could be adapted exactly for individual requirements. Our purpose here was to give the main agents maximum entrepreneurial freedoms yet, at the same time, not to jeopardise the synergies,” is how Simon Weiner, head of sales management at Zurich Switzerland, summarised the initial position. They wanted to retain the interactive aspect between agencies and headquarters and automate the processes efficiently.
Swisscom’s partner Comitas AG implemented a cloudbased solution for Zurich, which set a new benchmark for the industry. Now the main agents access a self-service portal in order to manage their businesses. “The portal is as easy to operate as an interface for Internet banking,” confirms Simon Weiner. “Commission and payroll data is automatically sent every month to the central SAP system via the interface, prepared, transformed into ABACUS instances and posted.” The 110 ABACUS clients and the business portal in its entirety are operated by Comitas AG using Swisscom Dynamic Computing Services – in other words, the cloud.
Simon Weiner is very satisfied with the result: “The portal is tailored to the needs of our main agencies. We have built a platform that is understandable and easy to operate. Swisscom and Comitas have met our strict security requirements with their cloud solution, and the data is stored in Switzerland. The performance is also what we want: it is possible to work just as quickly as for an in-house solution. Overall we find that Swisscom and Comitas are solid, sound and close partners.”