Long-established insurer relies on the occupational pension software solution co-developed by PTA
The German Company Pension Strengthening Act (Betriebsrentenstärkungsgesetz) has brought company pension schemes back into focus in many companies. This means a lot of work, especially for brokers. With the software solution from IT service provider dWerk, which was co-developed by the PTA, consulting is now almost child’s play. Bayerische has also recognized this and decided to cooperate with the IT service provider.
bAV solution simplifies employee advice
dWerk develops software solutions for brokers, exclusive agencies and multiple agencies. The focus here is on company pension plans. The occupational pension software now enables brokers to advise even larger companies with several hundred or thousand employees within a very short time. This is achieved via an interactive video player in which the presenter not only guides the user through the topic of occupational pension schemes, but also asks questions directly. The employee can have an individual offer calculated straight away and has the option of taking out a digital policy immediately.
In contrast to many other providers on the market, dWerk can therefore take over the entire employee advisory service on request. This simplifies the agent’s work enormously and saves him an enormous amount of time. At the same time, he can be sure that the software and documentation comply with all legal requirements without exception.
PTA welcomes cooperation
Bayerische has now also recognized the advantages of the dWerk solution. The long-established insurer recently began cooperating with dWerk and has thus further optimized its profile with regard to occupational pension schemes. Together with the software service provider, the insurance company wants to provide its brokers with even better support and give them the opportunity to tap into new target groups in occupational pension provision.
“We are delighted that the response to the solution we helped develop was positive right from the start. However, the collaboration between our customer dWerk and Bayerische once again underlines the advantages and benefits of the software,” explains Dr. Tim Walleyo, Managing Director of PTA GmbH. “As an IT service provider and consulting company for insurance companies, we want to develop needs-based solutions that insurers and brokers can really benefit from in the end. Together with dWerk, we have definitely succeeded in doing this.”
Interview with dWerk
In an interview with Bayerische, dWerk Managing Director Torsten Burkart explains exactly how the unique software solution works and how brokers benefit from it. You can read the full interview here.
