Press release
Dresden/Munich, 24.08.2020 – Norbert Porazik, Managing Partner of the Fonds Finanz and Christian Bohner, COO of Bridge ITS GmbH met in Munich, to talk about the current state of digitalisation in the insurance industry. Norbert Porazik gives an insight into the current developments on the topic of online consulting at Germany’s leading broker pool.
Digitisation has gained a great deal of momentum in recent months, both interviewees agree.
both interviewees agree. “During the shutdown, we were at almost 100 per cent digital consulting!
advice!”, says Norbert Porazik. This refers to the more than 27,000 tied agents of the broker pool, who
who were able to continue advising their clients digitally during this time. The necessary infrastructure for
Fonds Finanz provides its intermediaries with the online advisory tool from Bridge free of charge.
online advisory tool free of charge. “The changeover to digital advice had to happen very quickly, but the intermediaries of
but the intermediaries of Fonds Finanz have mastered it very well”, Porazik continues. Great advantages
advantages of online consulting are the cost and time savings and thus the efficiency gain for both sides, clients and advisors.
both sides, clients and advisors. According to Porazik, the broker pool, thanks to support with
the broker pool has seen a high influx of new brokers thanks to the support of online consulting.
Will online advice continue to prevail in the future?
“Many more brokers and clients liked it than we thought, and that’s why I think many will stay with it now.
stay with it,” says Norbert Porazik. He does not expect all customer consultations to take place online in the future.
he does not expect. “Whoever wants to meet in person after an initial online consultation can and will do so.
and will do so.” For brokers, however, there is a considerable risk if they don’t get involved with
digitalisation at all. They will lose customers who want this flexibility in contact with their broker.
their intermediary. Porazik assumes that the current digitalisation push will continue by
will continue on its own, as everything around us becomes more and more digital and more people recognise the
the advantages of it. Fonds Finanz must and will continue to digitalise its infrastructure and processes in the future.
digitalise its infrastructure and processes. The goal is to start from the digital intermediary and not from the analogue one as before.
Christian Bohner wants to pick up precisely where he left off with Bridge. The challenges and great opportunities
opportunities in the further development of video consulting software lie in not starting from the
digitisation of current analogue processes, but to think holistically in digital terms and thus to
and thus to exploit the full potential of digitalisation.