Our answer to digitalisation

Choose the right product for  you  from our modular ecosystem.

We offer you a multi-stage system of four product packages with digital services for fund-linked pension plans for your new business, to increase the number of existing customers and to help retain customers

EASY

EASY

Pension plan, factoring and dashboards

  • Wide range of fund-linked pension products
  • Factoring of broker remuneration
  • Receivables management of current remuneration
  • Access to all relevant data dashboards
  • Broker consulting and support with email marketing

EXPERT

EXPERT

Additional customer loyality and training programmes

  • Edutainment email campaign to ensure customer loyalty (B2C)
  • KPI reporting for potential upselling
  • Training of sales staff including certification according to IDD

PROFI

PROFI

    Additional IDD support & BIG DATA service
  • # IDD support
  • Email campaigns for generating downloads from the prosperity app

  • Enhanced upselling service
  • Prosperity analysis in the app
  • Pension gap calculation and portfolio analyses
  • Alerts through trigger events

PROFI+

PROFI+

Additional sales revenue

  • Online purchase possible in the app and therefore a revenue share of 50%

  EASY

EASY

EXPERT

EXPERT

PROFI

PROFI

PROFI+

PROFI+

Pension plan, factoring and dashboards
  • Wide range of fund-linked pension products
  • Factoring of broker remuneration
  • Receivables management of current remuneration
  • Access to all relevant data dashboards
  • Broker consulting and support with email marketing
EASY EASY EASY EASY
Additional customer loyalty and training programmes
  • Edutainment email campaign to ensure customer loyalty (B2C)
  • KPI reporting for potential upselling
  • Training of sales staff including certification according to IDD
EASY EASY EASY
Additional IDD support & BIG DATA service
  • IDD support
  • Email campaigns for generating downloads from the prosperity app
EASY EASY
Enhanced upselling service
  • Prosperity analysis in the app
  • Pension gap calculation and portfolio analyses
  • Alerts through trigger events
EASY EASY
Additional sales revenue
  • Online purchase possible in the app and therefore a revenue share of 50%
EASY
    COMING SOON COMING SOON COMING SOON
I AM INTERESTED IN THE PRODUCT