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Success Story

iPad app enables contracts to be concluded anywhere

A new app enables accredited distribution partners to conclude contracts with their customers out in the field. The mobile application is enabling Swiss Life to strengthen its position as Switzerland’s leading life and pension provider.

Task

Requirements for the new app included a news centre feature to provide distribution partners with information on new Swiss Life services and marketing campaigns, and provision of access to the current product portfolio. It also needed to enable distribution partners to view customer and contract data for their portfolio, and to enable quotes and proposals to be examined with the customer on the iPad and modified and signed there and then. The innovative mobile application should permit Swiss Life to strengthen its leading position in Switzerland’s private life and pension market.

Implementation

With a timeframe of just weeks, the first task was to produce a proof of concept in the form of a prototype to persuade the board of the feasibility of the iPad solution.

With the active collaboration of Swiss Life’s sales department and the development team responsible for the backend, agile methodology Scrum was then used to develop the app. One of the more challenging aspects of the task was the implementation of iPad-based electronic signatures within the existing process for concluding an insurance contract.

Zühlke developed a model which ensured that data was consistently secure, available and up-to-date. The measures implemented to achieve this went well beyond Apple recommendations, with, for example, information stored in encrypted form even on devices administered privately by brokers. The native implementation employed permitted optimal utilisation of iPad functionality, with excellent usability and offline capabilities. The result is now an innovative, high-quality solution characterised by a very high level of security.

Customer benefits

  • Thanks to Zühlke’s expertise, Swiss Life has been able to rapidly implement its planned user stories and has gained experience in in-house app development.

  • Following training delivered in parallel with the project, the customer team is now in a position to undertake further app development independently.

  • The highly positive user feedback received has encouraged Swiss Life to press ahead with further development of digital sales support measures.

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