Wallet for Brokers and Insurance companies
A wallet for direct dialogue between customers, brokers and insurance companies
Insurance documents automatically, securely, and directly on your customer’s smartphone? With the enmeshed wallet, this is now possible. It simplifies communication between insurance companies, brokers and end customers. The wallet further automates the sending of policies, insurance notifications and claims documents without media disruption. Thanks to its easy integration into CRM-Systems, a wide range of application scenarios can be digitally managed in an audit-proof, legally compliant way in line with the German Insurance Contract Act (VVG) and Regulation (EC) 593/2008 (Rome I).
The typical use case: A new contract is concluded and the policy is sent directly to the wallet. In the event of a claim, all communication takes place digitally. From the claim notification to queries and processing, all information is always securely available on the end device.
The wallet in daily brokerage and insurance work
The wallet enables a continuous digital process and supports insurers, broker pools and brokers in the following areas:
Conclusion of contracts
Interaction
Document delivery
Claims management
Digital insurance sign-up and easy claims reporting
Fast communication between insurance broker and customer: In the demo video, you’ll see the process of onboarding via QR code, taking out a homeowners insurance policy, receiving the policy digitally, conveniently reporting a claim through the app, and easily submitting additional documents.
Wallet Versicherungsmakler
What does the wallet offer?
As a digital wallet, it serves as a secure repository for communication records, policies and claims processing
Legally secure and trustworthy exchange channel between insurance companies and customers
Insurance applications from within the app – fully compliant with the German Insurance Contract Act (VVG) throughout the entire process
Connection to existing CRM systems via standardized interfaces
Easy to use for policyholders
Purchase new insurance policies with just a few clicks
From paper to digital – policies and claims securely delivered to your smartphone
Full control over your locally stored and end-to-end encrypted data
Seamless and secure communication with the insurance company without email
Working together to find the right wallet solution.
I help organizations make workflows paperless and more automated. Together, we make your processes faster and easier. Michael Feygelman, Senior Professional – Wallets Project- & Productmanagement js-soft