Berg System

Berg System is a CRM program for sales teams in the insurance and financial industries. It was started in 2011 by former insurance agents and financial advisers who wanted better tools for client service. The software is built to comply with GDPR and the insurance distribution directive.

What Berg System does

• CRM: keeps client data, conversations and purchase history in one place, from first contact to after-sales care.
• Sales network management: organises teams of agents and advisers, with tasks and a calendar.
• Commission settlement: plans and settles commissions across a sales network, including self-billing.
• Contract administration: tracks agreements and reminds users about renewals.
• Staff training tools: e-learning content, including legally required insurance training, plus a shared knowledge base.

Who it works with

Users include single insurance agents, multi-agencies, financial consultancies, brokers and insurance companies, in Poland and elsewhere in Europe. Larger clients can ask for custom modules and integrations.

Key facts

• Founded: 2011
• Users: over 3,000 agents and advisers, as stated
• Compliance: GDPR and IDD