01. Account creation and onboarding
Advisors sign up and get access to the tool. The application is intuitive and easy to use.
How does Advisor Dashboard work?
02. Collection and review of data
During calls or before meetings, advisors can guide customers to securely collect and share their insurance and/or pension data in real-time. This streamlines the process for both the advisor and the customer, facilitating an easy review and understanding of the customer’s needs.
03. Advisory
Equipped with insights gained directly from the customer's data, the advisor can tailor their approach and provide expert advice, customized to each individual's situation.
Once the data has been returned both the advisor and the user get an instant overview of the current coverage, including key data points and policy terms. This empowers advisors to identify inefficiencies and deliver personalized advice directly during calls or meetings, fostering trust, transparency, and increased conversion rates
.png?width=477&height=480&name=Frame%2045255%20(1).png)
What use cases can you create using Advisor Dashboard?
Use case
Quoting and Onboarding
Improve your offers and customer experience by using real-time insurance data in your quoting and onboarding flows.
-min.png?width=947&height=1081&name=Img%20(2)-min.png)
Use case
Advisor Empowerment
Improve the quality of your advisors' calls and meetings by giving them real-time access to consumers’ insurance data.
Use case
Pension Transfer
Grow your Assets under Management by making it simple for consumers to move their pension savings to you.
Use case
Digital Bancassurance
Add new revenue streams by distributing insurance in a bancassurance model that actually works.
Use case
Personal Finance
Offer a holistic financial experience that is good for your customers and your bottom line.
Benefits of accessing data using Advisor Dashboard
-
Improve the quality of your advice
Give personalized advice adjusted for each customer you speak with, based on their own data.
-
Give your team the right data in little to no time
Getting your team up and running using Advisor Dashboard takes little to no time. The interface is intuitive and easy to use so you can spend less time on admin and more time on advising customers.
-
Increase advisor capacity
Save your advisors time by having them collect verified insurance and pension data in real-time while speaking with customers - decreasing error margins while improving the customer experience.