08/04/2015 – There are – as from the Financial Planners Group and the Fund for Financial – again new software tools that will make the partners the daily operations even more efficient. ARAG causes a the “tele-underwriting”. The Atradius and the Ergo direct offer new for the end customer, and the Charter will the partners save costs.
The Financial Planners Group GbR announces that its now 50 “AVP Financial Tools” in the fields of work and Living and real estate, investment, private and company pension schemes as well as hedging and taxes now also available as an app for iOS and Android are available. She is therefore suitable for all popular tablets and smartphones
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(Image: Screenshot Google Play Store)
The new “AVP Finance Tools App” reportedly available for free in the App Store or the Google Play Store. It represents the opinion of the consulting and software company an “ideal companion for the consultant everyday”, since the product and social independent advisory computer could now be used more flexibly in discussions with customers.
Financial Mathematics at the business lunch
It is thus now possible, for example, even in a business lunch complex financial mathematical problems quickly clarified on the smartphone and to present the results in a logical order for the client presentation. Announced at the same time is that currently befänden more “AVP finance tools” in the testing phase.
You would be provided in the coming weeks. In addition, the Financial Planners Group will bring out a white label versions for broker pools, distribution, insurance, banking and financial institutions in the fall.
Finanzmarktstabilisierung updated CRM and customer management program
The Fund Financial Broker Service GmbH also upgraded its software offering to continue. Your partners can, according to a press release immediately benefit from further updating and the CRM and customer management program “Venta KVM” which had now become even more user friendly.
Emphasized are mainly the new Offline Viewer in ” Venta 2.0 “, which now enables the calling of documents by the local installation of the program without an Internet connection, and the Outlook add-in that acts as an interface to the email client. The latter is now coupled to the installation directly at the start of Outlook.
Free training
As a result, Outlook and Venta could synchronize without detours and loading times at all times will be communicated. A “fine-tuning” also got the Import Manager, the inclusion of external data – for example, from other CRM systems -. Enable in the customer management program and now convince through a significantly more practical handling
is in the copy it according to the company now in addition to the fields for personal data such that could be filled with details for each company and the Treaty. Prospects for the use of “Venta” and Venta 2.0 “free online courses are offered, whose appointments are available at http://www.fondsfinanz.de/onlineschulungen.
Arag leads” tele-underwriting ” a
ARAG SE is what its latest offer to a significant acceleration of the contracts at special insurance coverage, such as the protection of a very expensive house Council. In such cases, the underwriters in particular a picture of the measures had been regularly on site at the customer make to prevent damage.
Meanwhile, it can provide such assessments according to the company, however, quickly and easily make even from his office since he gets delivered through a new tool now live images of the insurance site on his computer. Which are taken by the competent Arag salesperson with an iPad at the customer and transmitted via video chat.
With this tele-underwriting, for after a successful test phase now all Arag Company specialists were properly equipped, are the Underwriter offset estimated by the insurer in the position to carry out in the same time a significantly higher number of assessments than before. For customers, the waiting time shortening until the adoption decision.
Atradius allows customers risk analysis of their customer portfolios
With a new offer of the German branch of the Dutch Atradius NV it is also an analysis tool. However, this provides the credit insurance directly to its existing and new corporate customers.
They could now analyze quickly and easily with “Atradius Insights” their own customer portfolio, identify potential risks for payment delays or failures early on and their business strategy Align according to, according to a press release. For just a few steps are in the new portfolio management tool thanks to an intuitive menu navigation required.
Ergo Direct supports the “claims handling” to customers from
Also directly to end users to set up a new Online Service by Ergo direct insurance. The can pay your bills for dental cleaning treatments immediately namely “online self-regulate – and to payment”, as notified
This extension of digital customer services being offered to an invoice amount of 150 Euros. , The submission of documents or answering questions attributable.
The customer must only register in the protected customer login and specify the date of the invoice, the invoice amount and the insured person. At the same time successes, a check of the data entered, which is why he immediately get feedback as to whether and to what extent adopted the bill and shall be referred to which bank account the amount.
Charter waives transfer fees for certification
Simply to cost savings it finally comes with a new offer of the charter market for Versicherungen AG. For their partners accounts since July 1, namely the fees for “Charta.Cert”, the certified quality management system according to ISO 9001 for insurance brokers, as notified.
In the certification process, the enterprises increased through the systematization and the effective structuring of internal work processes, the quality of its advice and other services will be noted to do so. This leads not only to an image boost, but also cost-saving rationalization effects and thus to a “tangible competitive advantage”.
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