Business Customer Advisory
Business customers want holistic advice and are increasingly looking for digital solutions. Our advisory solution supports you in providing complex insurance advice to your business customers and comprehensively identifies their risks and needs. The product- and industry-specific advisory paths are supplemented by various intelligent calculators.
The solution can be individually assembled using products from our modular Advisory Suite.
Dashboard
Our Business Customer Advisory holistically captures your customer needs and offers advisory journeys for over 30 insurance products. Generally, Product Advisory follows after Risk Analysis is finalized. However, you can choose to enter our Product Advisory paths directly through our modular Advisory Suite.
Risk Analysis
The questions and answers are constantly adapted to the needs of your customers. During the analysis a live recommendation is generated as well as information about the relevance of the question for your customers. In the section "Did you know?" you will find additional information on the particular topic.
Recommendation
The insurance products are prioritized according to relevance and classified into four categories. For a comprehensive advisory service, there is the possibility of a detailed industry-specific evaluation of the individual insurance products. The desired products can be moved to the right box using Drag & Drop. Insurance products that your customer already has are marked accordingly.
Coverage concept
By entering a few parameters, an individual coverage concept is created for the customer. There is the possibility of a quick analysis for particular products.
Tariff comparison
In order to facilitate the comparison of different insurance offers, they are clearly presented.
Report
The automated creation of an individual advisory protocol simplifies the advisory process and ensures comprehensive documentation of the advisory.
Try the advisory solutions in the
Multichannel - Did you know?
The solution for Business Customer Advisory is suitable as a self-service tool for your customers (portal, website, apps, ...), as collaborative and remote advisory solution or for personal advice.
ADVANTAGES
Holistic
Comprehensive needs and risk analysis with subsequent possibility for detailed consultation for over 30 different insurance products. The solution provides support from the needs analysis to the coverage concept and the comparison of offers.
Customer-centric
Individual conversation paths. Information (answers) from previous questions flow into the next questions. By entering just a few data points, a coverage concept is created that is personalized to the customer.
Customizable
Modular and API-based structure allows for easy adaptation to your wishes. From individual questions, to personalized topic & risk fields, to your individual frontend.
Intelligent
Behind our products are numerous microservices with algorithms and data that make advisory services more intelligent and enable real-time calculations.
Integrable
Simple connection to sales and inventory systems through existing interfaces. No data storage in the solution itself necessary.
Efficient
The optimized - intelligent - advisory process demonstrably saves time and ensures the quality of the consultation.
IDD-Fit
Of course, our solutions meet all regulatory requirements.
Combine the solution with other products in the Product Advisory Suite
References
Strong partners - successful cooperation
Numerous well-known partners are convinced of our Business Customer Advisory solution and have successfully implemented it. Through constant feedback and cooperation with our partners, our products improve continuously.