Private Customer Solution

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.

ADVANTAGES

full coverage

Comprehensive „Demands & Needs”-analysis of the personal life situation, followed by the option of a detailed consultation on the different insurance products.

customizable

Creation of customized risk profile using intelligent algorithms based on public statistical data. Integrated calculations in real time throughout the analysis.

smart

Real-time question processing enables non-repetitive information gathering and a fully personalized user experience.

user-friendly

Modern and responsive web application architecture enables platform-independent use (desktop, tablet, etc.).

IDD compliant

“Demands & needs”-analysis leads to personalized and documented recommendations. Customized PDF reports available in every section of the consultation process.

dynamic

Modular design allows easy individual adaptation.

integrated

Simple integration to existing systems using modern interfaces. Stateless – no data is stored permanently

THE PRODUCT

references

Strong partners - successful cooperation

Numerous well-known partners have confidence in our private customer tool and are successfully using our solutions in their daily business.

CONTACT US NOW!

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

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