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.
In your individual frontend
Both the content and the frontend of our advisory solutions can be completely customized to your design and wishes. In the following slides we present our White-Label solution in more detail...
Dashboard
Entry into Private Customer Advisory. Risk Analysis including the creation of a risk profile with subsequent detailed assessment of the individual insurance products. The "Product Advisory" can also be accessed without Risk Analysis via direct entry. You can supplement the Private Customer Advisory with other products from our modular Advisory Suite.
Risk Analysis
Questions and answers adapt individually to the customer during the process. Irrelevant or already asked questions automatically fall out of the survey. Intelligent features: customized text labels, integrated calculations.
Risk Profile
An individual risk profile is created by entering your customer’s information. It is calculated by using intelligent algorithms based on public statistical data. By clicking on each life risk detailed information on risk and relevance can be obtained.
Contract Manager
Existing insurance products can be clearly recorded with important information such as reversal date, premium, etc. Costs for existing insurance policies are automatically integrated into the budget calculator.
Recommendation
Based on the respective relevance of coverage and risk probability, Insurance products are prioritized in four categories. The products are then selected for a detailed advisory session. Insurance products that your customer already has are marked accordingly.
Product Advisory
After selecting the desired insurance products, the relevant detailed questions are asked about the respective product. Product Advisory can also be selected without prior Risk Analysis via direct entry.
Result
Based on the answers, an insurance recommendation is created from the collected information and customer needs. The different tariffs can be integrated individually depending on the product range. The picture shows an example of how recommendations and tariffs can be displayed.
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.
Combine the solution with other products in the Product Advisory Suite
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.