The Advisory Suite is a comprehensive technology platform designed for insurance intermediaries and brokers, enabling them to efficiently manage the entire consulting process for commercial and industrial insurance. It facilitates smart needs analysis and dynamic risk assessment, leveraging a vast dataset of customer inquiries to identify underlying risks. The platform offers intelligent questionnaires tailored for 65 product lines, over 2,000 commercial professions, and 20 industrial sectors, significantly saving time during risk capture. It includes a real-time tariff calculator with access to over 1,100 market tariffs, providing a clear overview of premiums and tariff features for informed decision-making. The integrated tender platform connects clients' risks directly with suitable insurers, generating qualified offers quickly and streamlining the process. A detailed condition comparison feature allows for a thorough review of 1,100 analyzed tariff features. The Advisory Suite also provides the first standardized and comprehensive digital risk analysis for commercial clients, adhering to DIN-Norm 77235, which automatically prioritizes risks for objective and transparent consulting. Additional features include a sales center with marketing materials and sales guides, seamless documentation of the entire consulting process from needs analysis to coverage orders, and digital valuation tools for buildings and machinery to prevent underinsurance. The platform also offers customer and contract management with interfaces to broker management programs, portfolio analysis to identify coverage gaps, controlling dashboards for data-driven decisions, and bestand analysis for efficient portfolio management. Consult Direct allows for the integration of custom consulting workflows on a company's homepage, enhancing customer access and loyalty. Seamless interfaces to existing systems are provided, with custom interface development available if needed. The Advisory Suite is also available as a white-label solution, allowing for customization with a company's own design and logo, and offers individual configuration options for special concepts, discounts, and internal team involvement.

Features & Benefits

• Smart Needs Analysis & Risk Assessment: Saves time with intelligent questionnaires tailored to specific product lines, professions, and industries, based on over a million customer inquiries.
• Real-time Tariff Calculator: Provides access to over 1,100 market tariffs for a comprehensive overview of premiums and features, aiding informed decisions.
• Tender Platform: Connects client risks directly with insurers for tailored offers, reducing follow-ups and ensuring a smooth process.
• Condition Comparison: Offers a clear overview of 1,100 analyzed tariff features for detailed comparison and performance assessment.
• Standardized Risk Analysis (DIN-Norm 77235): Provides a digital, standardized process for risk analysis, automatically prioritizing risks for objective and transparent client consultation.
• Sales Center: Supports sales efforts with marketing materials, sales guides, and expert knowledge for customer consultations.
• Consulting Documentation: Lace-free documentation of all consulting steps, from needs analysis to coverage orders, accessible anytime, anywhere.
• Valuation Tools: Digitally determines the value of buildings and machinery quickly using up-to-date datasets to reduce underinsurance risk.
• Customer & Contract Management: Streamlines customer management with automated processes and interfaces to broker management programs for up-to-date data.
• Portfolio & Bestand Analysis: Analyzes entire portfolios to identify coverage gaps, renewals, and consulting needs, with continuous synchronization via interfaces.
• Consult Direct: Enables integration of custom consulting workflows on a company's homepage to improve customer access and loyalty.
• White-Label & Customization: Offers a white-label solution for branding and individual configuration options to meet specific business requirements.