End to end intelligent digitization of insurance advice process
Pressure on cost-prices of annuity advice products, regulations and demanding consumers require an efficient, compliant and tailor-made process accessible through multiple channels.
A user-friendly application that -on the basis of well-specified logic with robotized human knowledge- guides advisors through the complex proces steps of inventarisation, analysis and advice on annuity advice products. The inventarisation phase is executed via customer self-service.The application asks the right questions, takes the right decisions and gives the right advice.
Customized reports are automatically generated:
- a customized inventarisation report filled in by the customer e-mailed directly to the customer.
- a customized advice report based on the processed input and digital advice logic.
40% decrease of the total duration time of the advice.
Compliant advice reports containing an enriched analysis.
Highly customizable and scalable advice knowledge.
You could almost feel sorry for our fellow insurers that operate in comparison to this solution with systems from prehistoric times!
Michiel Heijstek - Change Manager and Project Manager - Achmea
Due to the annuity advice knowledge application it is no longer necessary to give fail to customer dossiers. The visual presentation of the advice reports has improved from a 2 to a 9.
Joost Metselaar - Compliance Officer - Achmea