Significant number of completed analyses and qualified leads
75%
Over 75% of customers identified with risk and/or retirement gaps — unlocking real sales potential
The challenge
How to digitally orchestrate all distribution channels using a single analysis tool — delivering risk, retirement, and mortgage insights across every client touchpoint.
The solution
Starting with a single-channel, self-service setup, vlot evolved into the central orchestration engine for all life insurance distribution channels. Fully integrated with Salesforce, it enables continuous data flow, hyper-efficient advisory journeys, and deep, real-time insights through business intelligence.
The results
«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.»
Eva Küssner / Teamleiterin Integrale Vorsorgelösungen
More case studies
«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»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
«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
«With vlot, we were able to transform a complex topic like pension advice into a seamless digital experience. The self-service campaigns helped us promote knowledge and self-determined action in the field of retirement planning. The fact that over 80% of users with identified gaps took an action speaks for itself.»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