A portal facilitates electronic business communication between independent agents and connected financial services providers such as terminals of insurance firms, etc. By means of a data transmission via the portal and a format conversion, all the data relevant to the preparation, arrangement, and provision of a financial service, for example of insurance firms, are handled electronically. It is thus possible to substantially dispense with paper-based manual processing of data.

 
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> Method and system for coordinating data and voice communications via contact channel changing system

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