Our private customer advisory solution helps to identify personal risks and needs of customers. The product journey allows to create a comprehensive overview of the current life situation while keeping the focus on personal needs. The customer experience is enhanced by informative and interactive elements.
Comprehensive „Demands & Needs”-analysis of the personal life situation, followed by the option of a detailed consultation on the different insurance products.
Creation of customized risk profile using intelligent algorithms based on public statistical data. Integrated calculations in real time throughout the analysis.
Real-time question processing enables non-repetitive information gathering and a fully personalized user experience.
Modern and responsive web application architecture enables platform-independent use (desktop, tablet, etc.).
“Demands & needs”-analysis leads to personalized and documented recommendations. Customized PDF reports available in every section of the consultation process.
Modular design allows easy individual adaptation.
Simple integration to existing systems using modern interfaces. Stateless – no data is stored permanently
Numerous well-known partners have confidence in our private customer tool and are successfully using our solutions in their daily business.
If you are interested or have questions, we look forward to hearing from you.GET STARTED RIGHT AWAY