The insurance broker impuls Finanzmanagement AG from Gersthofen near Augsburg is taking the digital route in the future when it comes to occupational pension plans and is relying on the platform solution of the digital occupational pension pioneer Xempus.
“impuls Finanzmanagement stands for holistic consulting and customized solutions for private and commercial customers. Using the support of new, digital solutions for this purpose is not only consistent, but also supports our agents’ everyday consulting work immensely,” explains Christian Klose, bAV specialist at impuls Finanzmanagement. The Xempus platform was particularly convincing with its vendor-neutral consulting via the platform and its diverse documentation and controlling options.
Monika Ritzer, Director Sales at Xempus, is also pleased about the new addition: “With impuls Finanzmanagement, a wide-ranging pension specialist is joining our platform. With our digital processing, we not only make it easier for sales staff to advise and manage, but also offer access to new business potential. An analysis of our data shows that agents can increase the number of deals by up to 50 percent with the help of our platform.”
The Xempus platform makes retirement planning easy for everyone. Currently, more than 40 life insurers and sales organizations and more than 16,000 intermediaries use the platform.
Christian Klose, bAV specialist at impuls Finanzmanagement AG
Monika Ritzer, Sales Director at Xempus
