Digital Tools for the Life Insurance Industry | Fund Suite (2022)

Описание: In today's financial world, low-interest rates have made traditional life insurance products unattractive and unprofitable. And even though investment-linked products provide an attractive alternative, it’s challenging to tell the story of rather complex financial products.

The fund suite includes 4 different tools, that help agents to better explain and customers to better understand financial products. In the advice and sales stage, our Portfolio Configurator - a tool within the fund suite - helps agents to select the right funds for their customers – personalized to their needs and their risk profile. Agents can choose a predefined strategy or create individual investment strategies - either before or during the customer meeting. They can get an overview of all available funds, can add and remove funds from the current portfolio, and even compare different portfolios to find strategies that best fit their customers' needs.

Test the free demo here:
https://www.munichre.com/en/solutions...

What are the benefits? Our fund suite helps agents to explain financial products and reduce uncertainty in the sales process. Customers benefit from easy-to-understand products and an outstanding self service experience. This not only increases the conversion rate in the sales process significantly, but also improves the customer satisfaction and loyalty. And, with simple integration into existing frontends, you can utilize the benefits of our tools in no time.

If you want to learn more about how our fund suite can improve your business, test the free demo on our website. We are looking forward to hearing from you!

For questions and consultation requests:
https://www.munichre.com/landingpage/...

#Lifeinsurance #DigitalTools #MunichRe #InvestmentLinkedLifeInsurance

Timestamps:
0:00 – 0:25 Intro
0:25 – 0:45 Problem description
0:45 – 1:26 The Fund Suite briefly explained (Solution)
1:26 – 2:18 Portfolio Configurator demo
2:18 – 2:49 Benefits
2:49 – Learn more | Free demo


Munich Re is one of the world’s leading providers of reinsurance, primary insurance and insurance-related risk solutions. The group consists of the reinsurance and ERGO business segments, as well as the asset management company MEAG. Munich Re is globally active and operates in all lines of the insurance business. www.munichre.com