Take advantage of our state-of-the art solution - covering the full broker lifecycle for more operational efficiency, additional sales + superior customer loyalty
We maximize value for you and your customers
Access to high-quality leads in any product category with one click through wefox Lead Engine.
Integrated comparison tools allow for precise + easy recommendations and filtering of results according to set specifications.
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.
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.
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.
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 portal for brokers covers the whole broker lifecycle with value adding services and intuitive user interface. It enables you to better manage:
On-demand leads to instantly grow your customer base.
Maximize your productivity and streamline processes along the leads and customer lifecycle.
Drive customer engagement and stay connected to your customer at any time.
Unlock the value of your customer data by better understanding your customer, anticipating their needs, driving loyalty and reducing churn.
Utilize AI-powered algorithms to identify new opportunities and find the most suitable products for customers.
Empower your decision-making and provide relevant customer advice with our sophisticated risk analysis feature
Simple and all-in-one app making insurance easy for your customer.
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.