Groupe Henner
19 January, 2026
Reading time : 1 min.
An expert in collective and individual social protection, the Henner Group specializes in health, provident insurance, funeral cover, employee savings, and medical expertise.
In a context combining market consolidation in the Insurance/Mutual sector and increasing member volatility, the Henner Group understood that it was more essential than ever to offer high-quality products and to be responsive in marketing and sales in order to build a successful and lasting client/member relationship.
SALESFORCE CRM:
- Centralized client tracking to increase prospect conversion: commercial proposals, actions, and follow-ups
- User ergonomics: task automation and simplified actions thanks to the many available channels
COHERIS CRM BY CHAPSVISION:
- Direct marketing campaigns: prospecting on Henner Group databases
- 360° client view: centralizing client information and contact channels to achieve complete knowledge of individual prospects and clients
Key figures
x5
prospect contact rate
+30%
prospect quote rate
+30%
quote conversion rate
Synergy
The CRM enables the concentration of our marketing and sales efforts
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