Berg System

Berg System was created in 2011 from a real business need. As former insurance agents and financial advisors, we have seen the need for better customer service. We have created an intuitive CRM program that supports the work of agents and advisers at every step of working with the client. We have created a system that we previously lacked, responding to the needs of the entire insurance and financial community.

Today, the Berg System is a professional CRM program compatible with the GDPR and IDD dedicated to sales teams in the insurance and financial industry. It helps at the stage of customer acquisition as well as in after-sales service. In addition, the program helps to manage a team of agents and advisers and also supports the commission settlement process. Because we understand the needs of the recipients, but also the construction of financial and insurance products, our solutions are more intuitive and better suited.

Our solutions are used by single insurance agents, insurance multiagency, financial consultancy, financial and insurance brokers, and even insurance integrators and Insurance Companies. Our services are used by over 3000 insurance agents and financial advisors in Poland and Europe. Our clients use ready-made solutions in the subscription model, where the price list is divided into 3 packages depending on the scope of functions. For more demanding customers, we implement individual implementations under which we develop the system with additional modules, integrate