The cost of advice up front
What an advice meeting costs and what you get for it.
Concept design: an example of what Magnifize can build for an insurance adviser. Not a real business, not a real client.
Portfolio · Business services
Insurance adviser.Clients who hear in time that their policy is ending.
How you work and what advice costs made clear, reminders before a policy ends and a chat for practical questions.
Open the working concept site Regenjas Advies · not a real business
Where it hurts now
Policies run out without the client noticing. Reminders go out by hand, if at all. And the site says little about how you work and what advice costs.
What we would build
A site that explains how you work and what advice costs. Clients automatically get a message before a policy ends, with a link to make an appointment.
Process automation
What automation solves here.
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The problem
Policies that end without the client noticing.
What happens automatically
A message before a policy ends, with a link for an appointment.
Reminders and recalls -
The problem
Documents for an advice meeting that aren't there.
What happens automatically
Before the appointment a list of documents to send, with a reminder.
Collecting documents -
The problem
No overview of which policies end in the coming months.
What happens automatically
Every month a list of the policies ending in the next three months.
Overviews and reporting
Services
Which services fit here.
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Websites
Strong matchAbout this serviceHow you work, what advice costs and a way to book an appointment.
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Process automation
Strong matchAbout this serviceReminders and recallsA message to the client before a policy ends, with a link for an appointment.
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Custom agents
Deliberately notAbout this serviceAdvice falls under the Dutch Financial Supervision Act (Wft) and belongs with an adviser.
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Support chat
Good fitAbout this serviceAnswers practical questions about appointments and documents. No advice about products.
Features
What it does for your firm.
End dates watched
Clients get a message in time, without you keeping a list.
An appointment in a few clicks
Through the calendar you already use.
What we watch for
- No product advice through the site or the chat (Wft).
- The cost of advice is shown in full on the site.
What it is built with
- Hand-written HTML, CSS and JavaScript
- A link with your client administration
- Messages from your own email, text or WhatsApp account
- A chat that answers only from your own documents, with handover to a person
Image sources
The photos in the concept site are stock photos from Pexels, free to use under the Pexels licence. They show no real clients or staff.
- Yellow raincoat with a yellow case in the pocketPexels licence (free to use, also commercially)
- Clear raindrops on a window, with blue skyPexels licence (free to use, also commercially)
- Transparent umbrella with raindrops in a streetPexels licence (free to use, also commercially)
- Black umbrella covered in raindropsPexels licence (free to use, also commercially)
Want this foryour firm?
Fifteen minutes, no deck, no obligation. We tell you honestly what we would build first.