The software for comprehensive insurance consulting
IDD, DIN finance analysis und Consulting 4.0 combined
VERA.neo is iS2’s software for comprehensive insurance consulting in the fields of material and financial risks, retirement provisions and asset planning. VERA.neo tackles the three greatest challenges currently facing insurance sales.
The consulting system meets all requirements for digitalisation, IDD and DIN standards for maximum consulting success.
IDD-compliant consulting with VERA.neo
Developed for direct use during the consulting session, the responsive application’s modern design encourages consultant and customer alike to arrange for retirement provisions.
VERA.neo analyses customers’ or households’ entire risk coverage situation according to DIN SPEC 77222, highlighting any need for action. This ensures that the entire consulting process complies with IDD and leads to the conclusion of insurance contracts – from efficient data capture to helpful expert advice and documentation.
VERA.neo can be completely and seamlessly embedded into the surrounding technical system landscape, thus supporting smooth data flow to quotation and CRM systems. This ensures maximum acceptance among brokers and creates efficient sales processes.
IDD-compliant consulting range
First contact (introduction)
Information about the broker, data protection and communication policy
Obligation to ask questions (scope)
Requests, needs, target market
Obligation to provide consulting (needs)
Analysis of current situation, recommendation
Obligation to state reasons (overview)
Requests & needs, suitability, current situation, target market
VERA.neo helps you provide a more detailed consulting service for the assessment of individual needs.
CONSULTING IN DETAIL
For comprehensive, subject-specific or risk-oriented consulting
VERA.neo offers you and your consultants full flexibility during the consulting session. Besides the comprehensive consultation, the application offers two further consulting paths that can be variably selected depending on the consulting situation and scope.
Intuitive UX design for optimal customer experiences
Suitable for all kinds of end devices
You can use VERA.neo on your PC, notebook or tablet.