10x
10x faster client assessments — compliant, tailored reports in under 6 minutes
75%
Over 75% of clients were found to have relevant coverage or pension gaps
The challenge
How can brokers efficiently identify and close individual protection and retirement gaps — without spending hours on manual assessments or chasing cold leads?
How vlot is used
vlot equips brokers with a plug-and-play digital tool that delivers personalized risk, retirement, and mortgage analytics in minutes. Whether used in client meetings or via self-service campaigns, vlot integrates seamlessly into the broker's workflow — generating qualified leads, enriching client data, and ensuring every advisory session is targeted and compliant.
The results
«vlot has completely changed the way we work with clients. What used to take hours can now be done in minutes — with far more precision. The platform helps us identify real gaps in coverage and retirement planning, making every conversation relevant and value-adding. It's not just a digital tool»
Thomas Seubert / CEO
More case studies
«vlot supported the implementation of a state-of-the-art digital omnichannel solution, enabling customers to engage through the most suitable channels while enhancing the efficiency of the advisory experience through advanced digital capabilities. Moreover, they are a highly professional and enjoyable team to collaborate with.»Go to case
«vlot enables us to seamlessly integrate an essential analysis of our clients' financial and pension situation into our advisory process. This allows us to fulfill our responsibility to deliver the best possible support for their financial wellbeing and protection, particularly in the context of our tax advisory services.»Go to case
«vlot enabled us to put financial wellbeing directly into the hands of our members. The intuitive self-service tools not only increased engagement but also gave us valuable, structured insights to better support our clients. It’s a key step in our digital transformation journey—smart, scalable, and fully aligned with our mission as a pension provider.»Go to case
«For the first time, vlot's pension dashboard enables insured persons to generate a clear and comprehensive overview of all pension pillars for themselves and their entire family – including recommendations for action! This is an important step toward empowering insured persons.»Go to case