Fully Digitized Consulting
Consult your customers online from start to finish. By digitizing your consulting process, you simplify and accelerate your individual business cases!
Simple notification via chat function
Customer Karla reports a claim to her insurance company using the chat function.
Seamless transition from live chat to video consultation
Broker Markus decides that the case can best be handled via video consultation. Karla and Markus then seamlessly switch to the video consultation.
Shared view of customer information
Markus shares all relevant data with Karla in compliance with the GDPR. They fill out the claim form together.
Subscription of additional services
At Karla's request, Markus adds the additional service "fully comprehensive cover" to her existing contract at the click of a mouse button.
Case-closing processing
Karla digitally signs the claim report and the new contract and Markus successfully closes the case.
Karla has successfully submitted her claim and is well insured for the future!
Markus was able to close the case quickly and at the same time sell an additional service!
Customize business cases individually
Whether reporting a claim, concluding a contract or changing customer data – you can use the video consulting platform to customize your business case individually.
Increase process efficiency by 20%
Easily process claims, change customer data and conclude contracts together with your customers, including digital signatures, and increase efficiency by up to 20 percent.
All relevant customer information at a glance
All information relevant to the process is clearly available to you in the meeting.
100% secure and confidential
The video consulting platform offers a secure framework thanks to the automated provision of data. Unauthorized disclosure of confidential information is therefore impossible.
Dynamic Stage optimizes the customer experience
Easy customer access
Via a provided link, your customers can join the meeting using any web browser and device.
Seamless customer experience
To ensure that your customers immediately have a familiar feeling, you can design your user interface individually and adapt it to your CI standard.
Digital consulting from A to Z
All requests are simply processed and completed digitally. This gives your customers an excellent service experience and saves a huge amount of time.
Interfaces for 3rd party and CRM applications
Would you like to use our solutions in your company? Just contact us. We are looking forward to seeing you!