Say “ciao, ciao” to the mountains of pending tasks

This portal solution integrates seamlessly into your ecosystem without revolution and builds the bridge between customers and employees. Order an Individual Account statement? Compensate contribution gaps? Report the birth of a child, announce a change of address? A solution is available to customers for every event in the customer journey. It is no longer necessary to submit the same documents several times to the various insurance experts concerned. 

The result: You offer your customers easy-to-understand digital self-service solutions and an overview of their situation at all times – a convenience they have been waiting for a long time. Unnecessary phone calls, e-mails and letters that annoy customers and employees are a thing of the past.  

The Portal Hub acts as a ‘transmission belt’ in your IT architecture, enabling optimum data exchange between B2B or B2C portals and administrative systems. Your customers and employees are connected and communicate instantly.

The result: all customer information is available and updatable at all times, regardless of the business domain concerned or the tool used. In other words, the prerequisites for smooth, end-to-end processes and consistent, ongoing automation. 

This ‘Data Hub’ is a real game changer. The integrated ‘Data Bot’ continuously reconciles existing or new incoming customer documents or data with those in the official registers 24 × 7, thereby ensuring excellent data quality of the customer dossier at all times. This module is the decisive building block for maximally automated, secure processes and for the use of artificial intelligence.  

The result: employees work with state-of-the-art tools and have an overview of all pending tasks and their priorities. This gives them orientation, security and time to concentrate on processing the approximately 20% of complex cases. They contribute their expert skills to create added value. The rest runs automatically. 

If you do want to replace your core systems at some point, you have access to state-of-the-art service-oriented Business applications that integrate perfectly into your IT architecture. Integrated digital assistants ensure a high level of process adaptability and structured automation enables dark processing where it pays off. Regardless of whether you are a 1st pillar compensation fund, 2nd pillar pension fund or 3rd pillar life insurance company. 

The result: consistent, highly automated processes with a high degree of adaptability (for the specific needs of the organization). Thanks to the modularity within the applications, in-depth and therefore risky interventions in the overall system – e.g. for maintenance work – are a thing of the past.