VorFina GmbH
BROKERS AND AGENTS working with VorFina software solutions generate 55 % more revenue, typically they can close 2.8 contracts at customer visits and reduce their cancellations by 30%. As regulation is increasing and commissions are decreasing, we make work easier and automate the closing of simple insurances like liability insurance so the Broker can concentrate on more consulting-intensive insurances like disability and retirement.
2009
Philip Offergeld
14
At ExecInsurtech we are looking for
We are looking for sales and cooperation opportunities. therefore, we want to extend our network to insurance companies and insurance brokers. Additionally, we want to get in contact with VC’s and other InsurTech Startups.
Our Plans for 2020
In Germany a new standard for “financial planning” was established. It is called “DIN 77230 Finanzanalyse für Privathaushalte”. Banks, insurer and consumer protectors discussed 3-4 years how a standard for financial planning and risks should look like. So they agreed a DIN standard about what information has to be collected, how you have to calculate and what risk in what order should be hedged. The result was the DIN 77230. To work after this DIN methodology you need, because of the complexity, a software, and therefore we developed the best software to make DIN analysis for private households. We started a dedicated website for this topic www.dinanalyse.de
What makes YOUR COMPANY special?
We have a deep understanding of sales processes in the insurance industry. We developed the first holistic sales analyses for the biggest structured sales organisations with over 7000 agents 10 years ago. So you won’t find a better company which has the sales, the insurance and tax know how combined with the technical capabilities. We are a software company and developed a complete new insurance sales system as a SaaS software on the newest technology stack. So we are able to integrate in existing insurance companies CRM’s much easier than anybody else.
