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.
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.
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.
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.
Modular and API-based structure allows for easy adaptation to your wishes. From individual questions, to personalized topic & risk fields, to your individual frontend.
Behind our products are numerous microservices with algorithms and data that make advisory services more intelligent and enable real-time calculations.
Simple connection to sales and inventory systems through existing interfaces. No data storage in the solution itself necessary.
The optimized - intelligent - advisory process demonstrably saves time and ensures the quality of the consultation.
Of course, our solutions meet all regulatory requirements.
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.