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Munich Re Markets Digital. Suite Demos.
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Munich Re Markets Digital
Suite Demos

Three suites supporting explanation, configuration and self-service of investment-linked life insurance products

Creation and change of the fund portfolio.

Fund Explorer

The Fund Explorer enables customers and sales agents to obtain a structured overview of all the funds that are available within a unit-linked policy of an insurer in order to make an educated choice.

Customers can use the filtering-, sorting- and comparison functionality to quickly identify the funds that are most interesting to them. Additional data like historic performance, asset classes or regions is provided in a very simple and user-friendly format.

Portfolio Configurator

The Portfolio Configurator supports agents and their customers to create the ideal portfolio of funds at the inception of the policy. Based on the needs and preferences of the customer, they can either choose one of the predefined strategies or create individual portfolios. 

The tool provides a good overview of the portfolio-details and allows to add and remove funds. Additionally different portfolios can be compared to identify and highlight the best possible option for the customer. 

Portfolio Dashboard

The Portfolio Dashboard can be embedded into the customer portal and provides a continuous overview of the status and the allocation of existing unit linked policies. 

Customers get access to key information like "Policy Value", "Monthly Contribution", "Contract End Date" or "Asset Allocation" as well as the performance of all funds within their portfolio. 

Portfolio Manager

The Portfolio Manager can be embedded into the customer portal and enables customers to shift and switch funds within existing unit linked policies. 

Based on their needs and preferences, customers can create a new portfolio by selecting one of the pre-defined strategies or choosing individual funds and compare it to their existing fund selection. If they are happy with the selection, they can trigger the switch or shift right in the tool.

Product configuration and explanation at the point of sale

Simulator Suite

Index-Simulator

  • Simulators for all major investment-linked product concepts (unit-linked, index-linked, static / dynamic hybrids, variable annuities)
  • Step-by-step configuration of the index product by customers and their financial advisors
  • Projection of possible outcomes to highlight key product mechanics and benefits

Simulators are tailored for each use case specifically.
Demo shows a simulator for an index-linked single premium product.

Please contact us for a personal demo.

Explanation, selection and switch of indices

Simulator Suite

Interactive Factsheet

  • Simple presentation and comparison of indices to support the selection on the website or at the point of sale
  • The index can be analyzed easily by many well known indicators like „Risk/ Return”,  “Asset Classes” and “Regions”

The Index Suite is available with Munich Re indices.
Please contact us for a personal demo.

 

Talk to our experts
Moritz Rogenhofer
Moritz Rogenhofer
Business Development
Munich Re Markets GmbH
Sven Erichsen
Sven Erichsen
Managing Director
Munich Re Markets GmbH

Munich Re Markets Digital. Suite Demos.

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