Suc­cess Story of Swiss Life Select

«The philo­sophy of the Omni­um quote cal­cu­lat­or and the Brain­group staff con­vinced us immediately.»

Hüsey­in Ucar, Head of Busi­ness Ser­vices at Swiss Life Select

Due to increased tech­no­lo­gic­al require­ments and expan­ded product func­tion­al­it­ies, Swiss Life Select’s pre­vi­ous offer tool was reach­ing its lim­its. The time was ripe to find a flex­ible part­ner for the devel­op­ment of a ver­sat­ile and hol­ist­ic solu­tion that optim­ally com­bines advan­cing digit­al­iz­a­tion and per­son­al consulting.

Expert­ise paired with know-how
Swiss Life Select has found in Brain­group a part­ner who quickly recog­nized its com­plex require­ments and has a sus­tain­able con­sult­ing solu­tion. “The expert­ise of Swiss Life Select paired with the know-how of Brain­group is a win-win situ­ation for the parties involved,” emphas­izes Hüsey­in Ucar, Head of Busi­ness Ser­vices at Swiss Life Select. «Today, with the Omni­um quote cal­cu­lat­or, we have an intu­it­ive product in use that is tailored to our needs and optim­ally sup­ports us in con­sult­ing. Screens are well struc­tured and offers com­pactly com­piled. The cus­tom­er is well advised. This provides Swiss Life Select with oppor­tun­it­ies for fol­low-up discussions.»

Sim­pli­city as the key to suc­cess
Swiss Life Select’s require­ments for the new advis­ory solu­tion centered on simple and intu­it­ive use. Every advisor should be able to under­stand and use the tool in a short time. Clearly struc­tured and mean­ing­ful pro­cess steps guide the user through the sys­tem. Through mean­ing­ful com­par­is­ons of the ser­vices and the dir­ect mer­ging of all doc­u­ments, the advisor can hand over a mean­ing­ful doc­u­ment to the end cus­tom­er at the push of a but­ton. 5 part­ners are con­nec­ted via a stand­ard­ized inter­face. Cus­tom­er-spe­cif­ic offers from dif­fer­ent part­ners can be gen­er­ated at the push of a but­ton and the cus­tom­er can select the appro­pri­ate solution.

Suc­cess­fully imple­men­ted
The new Omni­um offer com­puter as a very cent­ral sales applic­a­tion required extreme cau­tion dur­ing the intro­duc­tion in oper­a­tion. Fail­ures would have been fatal. The risk remained low due to par­al­lel imple­ment­a­tion. In the mean­time, around 50,000 con­sult­ing cases could be pro­cessed, and count­less offers created.

Cooper­a­tion with pre­dict­ab­il­ity
The pro­ject is now in main­ten­ance mode. Nev­er­the­less, timely adjust­ments, enhance­ments or improve­ments to the solu­tion are still import­ant. To this end, Brain­group provides Swiss Life Select with a pre­defined num­ber of per­son-days on a quarterly basis. «For us, this con­stel­la­tion is enorm­ously help­ful and import­ant so that we can act optim­ally as an inter­face between our part­ners, fin­an­cial advisors as well as Brain­group,” explains Hüsey­in Ucar. “This mod­el enables a very agile col­lab­or­a­tion and yet both parties enjoy a cer­tain degree of pre­dict­ab­il­ity and commitment».