Simplifying insurance distribution

Your benefits

Your customer's benefits

Your benefits

Your customer's benefits

(Mo. – Fr. 8 am – 7 pm)

Digitally accelerated process

Onboarding in less than 60 minutesCollect and upload all necessary documents:
- Passport copy
- Extract of criminal record
- Insurance intermediary license
- Own professional liability insurance policy
SIMTAL Inhouse Check – quick and efficientSIMTAL oversees any requests for cooperation according to the so-called “four-eyes principle” and, after a positive check, activates it immediately in our portal.
Detailed quote generation in less than 60 minutesFully digitised and IDD compliant consulting process to generate quotes in compliance with legal requirements. With no signature required, this can take place either face-to-face with your customer or in a video setting.
Swift audit and completion in less than a dayDuring the consultation and product selection process, the system is already working in the background to prepare the customer’s policy. As soon as all legally required identity and financial checks are completed, medical underwriting is done within minutes and the policy can be issued.

SIMTAL introduces an advanced and easy-to-use onboarding and consulting system, in a way that is unique in the life insurance world!

Your benefits

Fully digital process

AI supported processes

Integrated Credit Check

Instant medical underwriting

Functions

SIMTAL’s innovative platform gives you access to a range of competitive and progressive life insurance carriers. We have digitised the journey to life insurance and created a one-stop shop for intermediaries.

Digital onboarding
Digital processing
Digital communication

You can fully concentrate on your customers – if needed our service team is there to support.

The entire sales cycle

Consultation

You provide the customers with first information and assist them in setting up their profile

Step 1

Analysis of customer needs

Analysing the customer’s financial needs

Step 2

Insurance plan & presentation of benefits

Recommendation of an insurance plan tailored to the customer’s
requirements

Step 3

proposal phase

Creation of quick and detailed proposals and electronic submission

Step 4

Policy issuing & Collection of commission

Customer acceptance and policy issuance and commission collection

Step 5

What can our software do

(Mo. – Fr. 8 am – 7 pm)

We are here for you

Sven Müller

Managing Director

Pools
Large distributors
Insurance companies