Private Customer Advisory

Today's private customers expect a holistic risk and need analysis, adapted to their subjective wishes and needs - digitally and flexibly. Our advisory solution supports you with a comprehensive overview of your customers' life situations and focuses on the risks and needs of your customers.

The solution can be supported by various products and calculators from our modular Advisory Suite.

Try the advisory solutions in the Pro Demo Version
Flexibly combinable and expandable: Our advisory path can be supplemented with products such as the Budget Calculator or the Investment Profile. You can individually combine and expand the advisory solution.

Multichannel - Did you know?

The solution for Private 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 of the personal life situation. Entry into the detailed consultation for individual insurance products.

Customer-centric

Individual conversation paths. Information (answers) from previous questions flow into the next questions.

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.

References

Strong partners - successful cooperation

Numerous well-known partners are convinced of our Private Customer Advisory solution and have successfully implemented it. Through constant feedback and cooperation with our partners, our products improve continuously.

CONTACT US NOW!

If you are interested or have questions, we look forward to hearing from you.

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