- Case Studies
- webCRM
- Svedea
Svedea Case Studies
Compliance and meeting-hours automation for Svedea, a Swedish insurer using webCRM.
The case studies
01
webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. For Svedea, a Swedish insurance company, wildesoft.net automated the compliance process every intermediary company has to complete under the EU Insurance Distribution Directive (IDD).
New feature
Compliance
2021 to 2022
02
webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. Svedea, a Swedish insurance company, has to show how much training and contact time each of its intermediary companies receives each year as part of its compliance under the EU Insurance Distribution Directive (IDD).
New feature
Compliance
2021 to 2022
03
webCRM is a Danish cloud CRM, and wildesoft.net is the UK developer it turns to when a customer needs something bespoke. Svedea, a Swedish insurance company, uses webCRM to manage the intermediaries and companies that sell its policies, and every one of them has to be taken through a compliance process under the EU Insurance Distribution Directive (IDD).
New feature
Compliance
Oct 2021
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