Business consulting

We expect a lot from ourselves and want to offer our customers optimal advice and product selection. But we also want to make our industry as a whole better. Better advice, better processes and better employees should help to provide the best possible results for all sides.

With great flexibility and great commitment, we are happy to support your project. In which specific areas we are primarily active, you will see below. Please note that the use cases only represent a small selection of our service spectrum. We are also happy to be your partner for other projects.

Training providers

We place very high demands on our customer service. Extensive specialist knowledge and a very deep product knowledge are a matter of course for us.

We are happy to make our acquired knowledge available to other market participants in the form of specialist training. These can take place either as a classroom event, via a webinar or as a mixture of both forms. On request, we also carry them out abroad and in English.

As a certified educational service provider and partner of the Gut Beraten initiative, our specialist training courses are recognized within the framework of continuing education obligations according to IDD.

By clicking on the thumbnail you have the possibility to download the description of an exemplary technical training. Of course, we tailor all training content exactly to your needs, not only focusing on technical but also on sales aspects.

 

Use Case – Insurance distribution company

An insurance sales organization would like to organize training and further education in the future due to its steady growth. We develop a training plan and give lectures on various specialist topics.

Use Case – Professional school

A professional school would like to train its future graduates in financial matters as well. We develop the most important topics and bring them closer to the students during lectures.

Process optimization

We love lean and understandable processes. We not only use these in our own customer service, but also help other companies in the insurance industry to install them. Each company has its own needs and characteristics. We approach them individually and support you in making your (consulting) processes as efficient as possible.

Use Case – brokerage firm

A medium-sized brokerage company receives a new management. This wants to make the processes more efficient, modern and more secure. We analyze the daily routine, discover weaknesses and develop a concept for optimizing work processes.

Use Case – Fintech

A fintech wants to expand its service and needs support. We bring in our technical and procedural know-how to further develop the company’s offer.

Know how transfer

Because of our background, we have gained a wealth of experience in the insurance industry. We know the market from different angles. What do insurers think, what role do broker pools play, what do customers want, and what are the challenges facing brokers?

For these reasons, we are in demand as a partner in industry discussions and support market participants in projects in various areas of the insurance market.

Use Case – Lawyer

A law firm receives a large influx of customers who are dissatisfied with their insurance contracts. In addition to the legal expertise, a deep technical background knowledge is required to process the mandates. We provide this.

Use Case – Foreign investors

A foreign private equity fund plans to invest in German insurance companies (insurers, distributors, service providers). We support the fund by giving him an insight into the market and how it works, as well as an overview of the relevant players.

Use Case – Product development

An insurer wants to launch a new product for a specific target group. We support this in the design of the product, as well as in the context of market observation and sales implementation.

Software development

The optimization of processes also requires suitable software. For many areas of application there are excellent solutions from well-known suppliers.

However, we often identify areas where there is a lack of suitable software products, although there is a need for them. Here we start with the development of our own IT solutions, which are based on the specific wishes of our customers and colleagues.

Use Case – Claims generator

The claims generator is an online-based software solution for the settlement of insurance claims. With just a few clicks, you can quickly generate complete claims reports, even without deeper insurance knowledge. The tool we have developed simplifies claims handling for all parties. You can also find more information on the dedicated website www.schadenformular.com.

In the project planning we go very individually to your wishes and needs. Of course, you can count on our professionalism and discretion. We are looking forward to your inquiry!