Digital consulting

Video consulting

For a consultation appointment, you do not have to rely on our opening times. We are there for you if you need us. The consultation usually takes place in the form of a video appointment. This enables you to have a personal conversation in a familiar environment without time-consuming preparation or travel.

You determine the form of the appointment. Pure voice transmission, sharing your and our screen and video transmission via webcam are possible.

To arrange your personal video appointment, please use the button below. Here you can also log in at an appointment that has already been agreed. You will receive the necessary meeting ID from us in advance by email.

To the video consulting

Digital signature

In the interests of the environment, we strive for a paperless office. The vast majority of processes can now be done digitally. For this we use the sophisticated solution from InSign. With this you can sign documents such as insurance applications, brokerage contracts or other forms comfortably and without printing them on your mobile phone, PC or tablet. This saves you time and protects the environment at the same time.

Once we have prepared a document for you, you will receive two e-mails from us with the link to the signature and a password. In some cases these e-mails are recognized as spam by mail programs. Please therefore always check your spam filter as well.

By the way: you benefit additionally from our digital consulting solutions. Since we can advise and support you much more efficiently, we need less income to cover our costs. We can pass this cost advantage on to you, e.g. through significantly fairer fee rates in pension insurance or attractive rewards for your referrals.