Life and Pension Insurance Advisory

Identify the best opportunities for social security and protection, thanks to a complete analysis of financial status, risk profile and customer needs

Capabilities
Need Analysis
Identification of protection and social security needs with evidence of the insurance coverage gap

Capabilities
Regulatory checks
Target market checks to identify the best insurance products that match customer needs

Capabilities
Proposal Generation
Generation of pension and protection proposals based on real customer needs

Capabilities
Reporting
Customized reporting based on the specific advisory path

Capabilities
Capabilities
Capabilities

Key Benefits

Improve your processes and procedures efficiency

Combine your customer needs with different type of risk

Make sure your services create real value for your customers

Digitalize the distribution of insurance products

Ensure compliance with regulatory requirements

Life and Pension Insurance Advisory

Identify the best opportunities for social security and protection, thanks to a complete analysis of financial status, risk profile and customer needs

Capabilities

Need Analysis

Identification of protection and social security needs with evidence of the insurance coverage gap

Regulatory checks

Target market checks to identify the best insurance products that match customer needs

Proposal Generation

Generation of pension and protection proposals based on real customer needs

Reporting

Customized reporting based on the specific advisory path

Key Benefits

Improve your processes and procedures efficiency

Combine your customer needs with different type of risk

Make sure your services create real value for your customers

Digitalize the distribution of insurance products

Ensure compliance with regulatory requirements