Xempus wins new partner with Helvetia Versicherungen

Helvetia will in future be offering sales organizations and intermediaries a special solution for occupational pensions via the Xempus platform.

Munich, March 1, 2022 – Helvetia is cooperating with the software-as-a-service provider Xempus and will in future offer sales organizations and intermediaries a special solution for company pension schemes (bAV) via its platform. Xempus is thus expanding its range of new pension products for employers and employees. CleVesto Allcase from Helvetia is a unit-linked direct insurance without guarantee with an equity quota of up to 100 percent.

“With Xempus, we have found the ideal partner to offer our unit-linked direct insurance to sales partners and their corporate customers via a digital application and consulting channel,” says Simson Heiß, actuary (DAV) and authorized signatory of Helvetia schweizerische Lebensversicherungs-AG. “We deliberately do not provide a warranty here. This enables employers to offer their workforce real added value, especially in the current low-interest environment. Employees benefit from the return opportunities on the capital market without having to accept expensive guarantees due to the low interest rate and being disappointed accordingly. As a result, employers are positioning themselves with a particularly attractive direct insurance solution that can provide additional employee retention and motivation.”

Helvetia’s new bAV offerings are integrated into the Xempus platform by means of a tariff calculation core connection. With the help of special authorization codes, sales organizations and intermediaries can gain access to Helvetia’s products.

“With Helvetia, we have gained another internationally successful partner for our SaaS platform and are continuing on our growth path,” says Thomas Neuer, Director at Xempus. “A large and independent selection of products on our platform offers the possibility to find the company pension plan that fits the individual needs. We are delighted to have Helvetia on board at Xempus.”