Insurance Agency - Tobiasz Mencel

Tobiasz Mencel runs an Insurance Agency that offers both personal and business insurance. His company was created with the goal of helping people through insuring their property, life, and health, which ultimately guarantees peace of mind not only for his clients but also for himself. 

Website: https://tobiaszmencel.pl

What convinced Tobiasz to start using Sellizer?

Since he runs a one-person business and handles all processes himself, every day he sent many emails and insurance proposals but couldn't keep track of everything. When writing or sending proposals to a client, he constantly wondered whether his email had arrived, whether it had been read, or maybe it had been forgotten. He often forgot himself that he had even sent something to a given client.  The main reason for starting the collaboration with Sellizer was therefore gaining control over his proposals. Tobiasz wanted to know whether his proposals were arriving, when they were being opened, and whether the client was actually interested in what they received. 

How does Tobiasz use Sellizer in his daily work?

• Organizing contacts and managing proposals. Tobiasz uses Sellizer almost like a CRM system. That's where he has all his contacts and sent proposals in one place. That's where he sees whether the client opened the proposal and how much time they spent on it. He groups proposals and manages his time more easily. 
• Prospecting. By seeing which proposal the client spent the most time on, Tobiasz knows exactly how to talk to them, whether to negotiate at all. He feels he has control over his business and what he does. Having greater control leads to greater results. 

Which Sellizer feature is most useful?

The most useful for Tobiasz are SMS notifications. When a client opens a proposal, he gets this information on his smartwatch. If it's a very important client and the matter is urgent, he can call them right away, with the guarantee that they currently have his proposition in front of them. 

What has Tobiasz gained thanks to Sellizer?

Above all, he got back a lot of time. The tedious calling of clients and asking whether the proposal arrived, whether they had reviewed it, etc. is a thing of the past. I no longer wonder what's happening with my proposal - I simply see it, he says. This naturally translates into results, and the effects were visible from day one. Even before Tobiasz decided to use Sellizer, he knew exactly how he wanted to use it. So he got started right away and the result in the form of control over what happens with his proposals was instant.

What sets the collaboration with Sellizer apart?

Certainly the support at every step. He can reach out to his account manager at any time - someone who has been with him since the first days with Sellizer - in this case Aleksandra, who, as Tobiasz says, demonstrates tremendous professionalism and even when she can't help directly, doesn't leave him with the problem but searches for appropriate solutions or people to assist.