Contracts+

The innovation for “data-driven” cross-selling of assistance & bancassurance products.

Imagine suddenly knowing exactly which customer is receptive to which insurance/assistance product and when, and being able to offer this product in a targeted manner. And all this without mailings, telephone or branch contact. With Contracts+, this becomes a new reality.

Contract Analysis

benfido automatically records the contract situation of your customers. Who has their car insurance where? What does it cost? How much is the international health insurance? Contracts+ answers these and many more questions for you. With an extension of the Personal Finance Dashboard, your customers receive valuable insights into their current contract situation. This way, every customer knows what they are paying where for continuing obligations. And you know it too.

  • AI-based analysis of continuing obligations
  • Processing secure and pseudonymous according to customer opt-in
  • Enhancement of the Personal Finance Dashboard

Cross-Selling

While the Online+ and Offers+ products are aimed at customer retention and increasing sales, Contracts+ is all about additional revenue. After our platform has analyzed the contract situation of your customers, now comes the big moment of sales support.

Place your own bancassurance products (house bank principle) or those of third parties in a targeted manner and make your customers offers that are tailored to their needs. Thanks to relevance, conversion increases while you generate new revenues and support your sales team.

  • Personalized offers for bancassurance products

  • On request supply of assistance products via our content partner

Your benefits

  • Transformation of payment data into sales potential
  • Generate sustainable additional revenue
  • Get access to our customer analytics
  • Optimize conversion and reduce sales costs
  • Relieve/support your sales team
  • Discover customer needs and expand your portfolio
Background knowledge & FAQ

At present, our system covers continuous obligations relating to insurance and communications. This means that all everyday insurance policies and their providers are covered. The same applies to communication contracts such as mobile phone, DSL and telephone. The area of energy supply is in preparation.

Your customers will get the following info in appealing charts currently:

Contracts:

  • All contracts by type – each with revenues
  • All providers of the contracts – each with revenues

That is entirely up to you. An example: You also have insurance, such as a foreign health insurance in the offer. The contract offer could look like this:

  • Offer my clients an offer for health insurance abroad,
  • with 20% cashback on the annual fee,
  • to all customers who have recently booked a trip via Online+
  • or to all customers who have this insurance with the competition

Legal Notice
Contact
© benfido

Platform & Products

Online+
Offers+
Banking+
Travel+
Contracts+

Use Cases

Regional Bank
(Inter) National Bank

APIs & Apps

benfido | connect
benfido | apps

Is benfido the right solution?

Let’s have a chat and find out. We will be happy to show you a demo on this occasion.

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