Munich Re Markets Digital

Enabling next generation savings and retirement products

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Driving forces in the savings & retirement industry

Interest rate uncertainty

has created a need for a more robust and diversified product line-up

Regulatory changes

enforcing true value-add through risk transfer from consumer to insurance company

Evolving customer needs

requires a more flexible approach to product development, configuration and information exchange

Our solution

White-label tools providing a digital product experience to increase sales and customer satisfaction of investment-linked products

Sales efficiency and a
higher conversion rate

Tools helping agents to explain financial products and reduce uncertainty in the sales process

Customer satisfaction
and loyalty

Better understanding of the product and
“bank-like” self service experience

Seamless and
quick integration

Fully automated digital processes and seamless integration into existing frontends

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

Creation and change of fund portfolios

The Fund Suite briefly explained

Product configuration and explanation at the point of sale

The Simulator Suite briefly explained

Explanation, selection and switch of indices

The Index Suite briefly explained

IDD Assessment including ESG preferences

IDD Widget

The IDD Widget enables primary insurers to digitize the IDD processes, integrate the ESG assessment and flexibly adjust it to any new requirements.

Supporting distribution during the whole IDD process: from IDD assessment (incl. ESG preferences), over the selection of the right product and funds up to the full documentation of the process.

Flexible configuration of products, questionnaires and logic in a configuration-interface and seamless integration into existing sales tools.

Are you interested in our solution or do you want to learn more?

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What the industry says

The partnership with Munich Re on the financial product and the corresponding digital tools have been key pillars for us to successfully launch our new index product.

Michael Kurtenbach

CEO, Gothaer Lebensversicherung AG

Modern product concepts change the way we interact with our clients and unfold their full potential through digitalisation.

Frank Neuroth

Former Member of the Board, Provinzial NordWest Lebensversicherung

Improve your sales and customer satisfaction today

	Essential	Advanced	Enterprise
Best for	FinTech / InsurTech	Local champions	Multinationals
Setup guidance	Online tutorial	Online tutorial + video call	Personalized solution
Response time	Within 3 business days	Within 1 business day
Initial hosting by Munich Re	―	✓
Analytics	Basic	Advanced
Website integrations	3	10
	Try the free demo	Try the free demo	Contact us

Details on our product offering

Training and consulting

After reading our online tutorial, embedding and using our tools is simple.
If you need any further support, we are happy to help you in person via our online consulting.

Our online support is charged on an hourly basis.

Customizable design and text

All of our tools are white-label solutions. This means that you can easily adapt the tools to your brand design and change texts according to your needs.

If you choose initial hosting by Munich Re (Advanced Package), we implement your brand design (logo, text and brand colors) according to your style guide.

In our online tutorial, we provide all the information that you need to embed the tools into your existing website ("How-to document", FAQ section, example code). In the Advanced Package, we provide an additional video call to answer any further questions to get you started as fast as possible.

Response time (support)

We respond to your support requests within 3 business days for Essential-, and within 1 business day for the Advanced Package.

Initial hosting by Munich Re

This option will help you out if you want to get started as soon as possible, but you do not have any free IT resources in the next months.

All tools which are included in the selected package will be embedded into a website hosted by Munich Re. You can choose one domain which will be reachable for 6 months, additional domains can be booked as an add-on. We implement your brand design (logo, text and brand colors) according to your style guide.

This is especially helpful if you want to test the impact of the tools in live conditions, without the need for any implementation work.

Analytics

You get access to your personalized Analytics dashboard as well as the raw CSV analytics data. The Advanced Package additionally includes event-tracking information that will help you better understand your users' behavior.

Website integrations

The number of websites (domains and subdomains) in which the respective tools are integrated. For example, in our Essential Package, all individual tools can be embedded into a maximum of 3 domains/subdomains.

Frequently asked questions

How can the suites/tools improve my business?

Our tools support the explanation, configuration and self-service of investment-linked products and provide a digital product experience. Digital configuration of the product and illustration of key product benefits reduces uncertainty in the sales process.

In addition, customers benefit from easy to understand products and a “bank-like” self-service experience. This not only increases the conversion rate in the sales process significantly, but also improves the customer satisfaction and loyalty.

How long does it take to embed the suites/tools?

This mainly depends on the amount of tools you want to embed. If you host the tools yourself, embedding one tool in your current website/infrastructure should take no longer than 3 workdays.

Which suites/tools best fit my needs?

If you are not sure which suite best fits your needs, try out the free demo or feel free to contact us! We are happy to help you find the tools that have the most value for you.

How can the tools be embedded?

In our tutorial pages, we provide you with a step-by-step instruction to make the implementation as simple as possible. If you require any further support, we are happy to help you in person via our online training, so you can utilize the benefits of our tools in no time.

How much does it cost?

The pricing depends on various factors like the market in which you operate, required data or customization efforts. To name you a detailed price, feel free to contact us. We would love to learn more about your needs and requirements.

Are the suites and tools mobile friendly?

Yes. We support both mobile and desktop devices.

Why is Munich Re the right partner for this?

Munich Re Markets Digital is part of the Munich Re Markets division, which develops and reinsures innovative investment-linked product concepts. We believe that these types of products change the way primary insurers interact with their clients and that only with digital tools they can unfold their full potential. This is why Munich Re is providing product specific tools along with their product development capability as a white-label offering.