“Needs check” consulting tool
Let customers help themselves
Assess the need for coverage with just a few clicks!
With just a few clicks, your customers can quickly enter their own data and carry out a risk assessment on their need for risk coverage. The underlying software concept is simple: The system will request only as much data as required to comprehensively analyse all uncovered risks according to the DIN SPEC 77222 and recommend how they could be tackled. To precisely assess the personal risk situation, data relating to housing and living as well as professional and financial circumstances are requested.
Quick and reliable results
At the end of the needs check, the system recommends needs-based solutions for the customer along with priority setting and scope for their individual risk coverage in the fields of material and financial risks, retirement provisions and asset planning. The need thus determined is then divided into three risk levels defined by the DIN SPEC 77222 standard: