Take your business to the next level

Take advantage of our state-of-the art solution - covering the full broker lifecycle for more operational efficiency, additional sales + superior customer loyalty

wefox all-in-one broker solution

We maximize value for you and your customers

Instantly grow your customer base

Access to high-quality leads in any product category with one click through wefox Lead Engine.

Sell smarter

Integrated comparison tools allow for precise + easy recommendations and filtering of results according to set specifications.

Create customer preference

With our risk analysis tools + all-in-one customer app you provide a best-in class advisory experience for your customers.

Stand out + create personalized customer interactions through marketing automation tools.

Optimize your workflows

All-in-one- Broker Portal helps you manage the whole broker lifecycle.

Our CRM integration stores all customer data and relationship history to better communicate + follow up with clients.

Your own AI personal assistant

State-of-the art AI broker co-pilot supports you across the broker lifecycle with customizable and predictive recommendations for your customers and your daily workflows.

Be compliant along the whole value chain

Get training and education to comply with all regulations (BVV, VAG).

Provide highest IT security through state-of-the-art encryption, multi-layered access controls + continuous monitoring.

The wefox one-stop-shop...

The wefox portal for brokers covers the whole broker lifecycle with value adding services and intuitive user interface. It enables you to better manage:

Customer Acquisition

On-demand leads to instantly grow your customer base.

  • Buy high quality leads through our lead engine
  • Plug-in your own lead sources or access lead providers through the wefox platform
  • Streamline the customer acquisition flow and decide which quota of leads you need.

Comprehensive Lifecycle and Portfolio Management

Maximize your productivity and streamline processes along the leads and customer lifecycle.

  • Access to all your desired comparison platforms, seamlessly integrated into the interface for leads and customers
  • Fully digital quotation and application submission process which does not require application switching with one click
  • Holistic lead management along sales funnel and customer control center with all unified customer data in one place.

Sales & Advisory Toolkit

Drive customer engagement and stay connected to your customer at any time.

  • Range of features for effective customer communication and sales activities, e.g. send message (email, whatsapp, SMS) directly from Broker Portal to customer and possibility to directly schedule a video call
  • Automation of communication activities with existing customers or leads
  • Cognitive-AI-generated customer emails and video advisory calls.

Real Time Analytics

Unlock the value of your customer data by better understanding your customer, anticipating their needs, driving loyalty and reducing churn.

  • Access real-time insights on customer behavior to increase sales conversion rates
  • Make data-driven decisions to optimize sales strategies and give best-in-class advisory to customers.

AI Product Recommendations

Utilize AI-powered algorithms to identify new opportunities and find the most suitable products for customers.

  • Data privacy compliant AI algorithm
  • Smart technology can match customer risk profiles with the best insurance offerings available
  • Provide valuable insights about existing coverage of the customer and potential gaps buy uploading previous PDF policy.

Risk Analysis

Empower your decision-making and provide relevant customer advice with our sophisticated risk analysis feature

  • Profile is calculated based on most recent statics and customer data (e.g. accident rates) to assess overall risk for policy needs
  • Possibility of recalculation to update the risk profile based on needs.

Customer App

Simple and all-in-one app making insurance easy for your customer.

  • Seamless integration into the wefox Distribution Portal with the option to invite customers to use the app
  • Integrated risk analysis tools provide real-time analyses for tailored insurance coverage based on customer profiles and life situations
  • Integrated policy management: Customers can securely manage all insurance policies in the app and access their insurance cards
  • Strengthen customer loyalty: Conveniently connect with customers, schedule appointments, and conduct video calls, all within the app.

The wefox Broker Portal is the only portal offering holistic lifecycle management combined with high quality lead access and state-of the art, data privacy compliant AI support.