Learning & Lead Tools

Our Learning & Lead Tools for your Website, your Customer Portal or your Mobile App. The tools are made for Self-Service (Advisory or Sales) but also for the generation of leads. Each of our solutions supports financial education as well - by informing the customer about their risks, coverage gaps and their insurance needs in a straightforward and simple way.

State Benefits

Our state benefits calculator gives the user a comprehensive overview of his rights and applicable amounts to state benefits in the areas of old-age pension, invalidity, widow- and orphan payments and care needs. Besides a quick analysis, it also offers the possibility of a more detailed calculation.

Risk/investment profile

This tool supports the user in understanding his possibilities and his willingness to take risks through an interactive and easy understandable approach. It assesses the user’s financial situation, risk tendencies, knowledge/experience and many other factors and calculates a risk level based on these input parameters.

Risk/investment profile

Pension planner

The detailed pension planer serves as preparation for retirement. It gives the user an overview of all three pillars of the pension system (state, commercial and private) and calculates the available income during retirement.

Pension planner

Budgeting calculator

The budgeting calculator provides a summary of all incomes and expenditures and helps to calculate the available home budget.

Budgeting calculator

Natural hazards – an overview

This easy tool provides the user with an answer to the probable risks for natural hazards at a certain address. Besides providing an interaction and learning possibility, it can also be used to generate leads.

Natural hazards – an overview

Health check – easy and quick

The quick health check allows to generate leads by showing the user his statistical health status. It also provides him with the most probable diagnosis and chronical illnesses and allows a simulation over time.

Health check – easy and quick

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