Requirements for the 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 result is now an innovative, high-quality solution characterised by a very high level of security permitting Swiss Life to strengthen its leading position in Switzerland’s private life and pension market.
Senior Business Development Manager
"Digitisation enables you to individualise your customer contact and automate your business processes. Existing data can be actively used for personalization. Doing so, you not optimize internal costs but also pave the way for individual and agile products."