The CredEx platform allows insurance agents to maintain the customer interface even if the mortgage is not financed by their insurance. The mortgage contract is issued in the name of their organization, not in the name of the lender (a “white-labelled” contract).
Thanks to the high level of automation, a binding offer with very competitive interest rates can be received in less than 10 minutes. The contract can be printed with one click and signed during the conversation. In contrast to the closing processes at other providers, which sometimes take weeks to months, the customer can therefore conclude his mortgage in the same session with the advisor.
Credit Exchange’s experience shows that insurance agents can double their sales commissions through cross-selling tied to the mortgage product. Even in cases where a mortgage is not concluded, the 360-degree analysis often convinces the customer to take out additional insurance solutions.
A mortgage has a significantly higher customer loyalty effect than a property insurance and allows the insurance agent to be in regular contact with the customer. Concluding a mortgage implies a complete overview of the customer's financial situation, which allows the insurance agent to give even more precise advice to the customer.
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