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The customer portal for easy self-service

With our end customer portal Faktor-IPO, your customers have access to contracts as well as documents and can submit requests to insurers across devices.

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Maximum customer satisfaction requires digital self-service options

Policyholders are often annoyed by slow processes with a lot of correspondence, because nowadays, digital processes are increasingly preferred. Complicated portals or those that have only limited functions and provide little added value to customers are not acceptable.

With our customer portal Faktor-IPO, your customers have contracts, processes and documents close at hands at all times and across all end devices, so that queries can be avoided. Simply designed interfaces that avoid complicated technical terms make it possible to quickly submit a request and follow up on processing. For situational insurance products, protection can be activated with just a few clicks in the portal – even via smartphone.

With factor IPO leads to more customer satisfaction and less process costs

The Faktor-IPO customer portal helps you increase the degree of background processing and achieve shorter process runtimes. Together with the option of exchanging documents via the portal, this creates great potential for process cost savings for your insurance company. The additional communication channel enables you to increase cross/ up-selling potential via personalized messages. For an optimized user experience, Faktor-IPO comes with modern and animated interfaces that can be customized in a variety of ways. In addition, a different interface can also be used. Flexible interfaces allow easy integration into surrounding systems. Predefined implementations are available for components from the Faktor Zehn Suite. The modern and flexible architecture of Faktor-IPO makes it possible to reuse some components of the software for an intermediary portal variant.

Would you like to see Faktor-IPO in action?

Then request an exclusive and free demo ap­point­ment now!

Product highlights

    • Icon of laptop with highlighted cell phone in foreground bottom right corner

      Cross-device contract information

      The responsive design of the interfaces works on any device – including smartphones

    • Icon for self-service

      Transparent self-service

      The portal helps your customers submit their requests quickly and easily. Tracking fast processing via the portal leads to increased customer satisfaction

    • circular icon for the relationship between costs and improved processes

      Savings in processing costs

      With Faktor-IPO, a high quality of data is achieved when a request is submitted. Together with the reduction in printing costs due to delivery via the portal, this results in a high potential for cost savings.

    • Icon of laptop with highlighted cell phone in foreground bottom right corner

      Cross-device contract information

      The responsive design of the interfaces works on any device – including smartphones

    • circular icon for the relationship between costs and improved processes

      Savings in processing costs

      With Faktor-IPO, a high quality of data is achieved when a request is submitted. Together with the reduction in printing costs due to delivery via the portal, this results in a high potential for cost savings.

    • Icon for self-service

      Transparent self-service

      The portal helps your customers submit their requests quickly and easily. Tracking fast processing via the portal leads to increased customer satisfaction

  • Icon of laptop with highlighted cell phone in foreground bottom right corner

    Cross-device contract information

    The responsive design of the interfaces works on any device – including smartphones

  • Icon for self-service

    Transparent self-service

    The portal helps your customers submit their requests quickly and easily. Tracking fast processing via the portal leads to increased customer satisfaction

  • circular icon for the relationship between costs and improved processes

    Savings in processing costs

    With Faktor-IPO, a high quality of data is achieved when a request is submitted. Together with the reduction in printing costs due to delivery via the portal, this results in a high potential for cost savings.

Product advantages

  • Icon of a light bulb

    How your business users benefits

    • Validation of data on new requests reduces queries and allows a high degree of automated processing
    • Delivering documents via the portal saves time, printing and mailing costs
    • Activation of coverage for situational products with one click
    • Simple, fast and transparent processes create satisfied customers who will recommend your company to others
    • Expandable to an agent portal thanks to modern architecture
    Professional Advantages
  • Gear icon with highlighted center

    How your de­vel­op­ment de­part­ment benefits

    • Cloud ready: The portal is scalable due to the stateless Java backend with Spring Boot
    • Angular frontend is exchangeable if required
    • Any existing portfolio management systems can be easily connected via existing interfaces
    • Integrations in all software components of Faktor Zehn are prefabricated
    • “Data protection by design”: The portal does not store any data worthy of protection, but retrieves it as needed
    Technical Advantages

Core function overview

1

Accessible across devices

All interfaces and navigation elements are consistently designed for all end devices and screen sizes – even for operation via a smartphone. Including dark and light mode.

2

Comprehensive information

Your customers have all contracts, processes and documents neatly and at their hands at all times. The processing of transactions can be tracked in real time. The portal obtains the data and does not store it itself. This controls which data becomes accessible at all.

3

Defined processes for customers

For the most important requests, Faktor-IPO offers ready-made routes for end customers with simple workflow and wording. This reduces queries and speeds up processes.

4

Free exchange of documents

Letters can be eliminated when customers upload or have documents delivered through the portal. Faktor-IPO recognizes when customers have not read documents and can respond accordingly.

5

Modern customer dialog

Your customers can easily clarify questions with the portal. There is a choice between a callback, an appointment with a nearby agent or an integrated chat bot.

6

Increase cross/ up-selling potential

The effectiveness of campaigns is increased by targeting them via the portal. Contract information can be enriched with indications of insufficient protection.

7

New options for customer retention

In divisions that have few touchpoints with their customers, the portal offers new options such as newsletters and messages, right through to the introduction of a loyalty program that customers can use to earn rewards.

8

Facilitated integration

Faktor-IPO is prepared for the integration of any contract management, partner systems, workflow systems, as well as e-mail systems and chat bots. Ready-made adapters are available for components of the Faktor Zehn Suite.

9

Diverse customizing possible

The frontend of Faktor-IPO is implemented with Angular and can be extensively customized via CSS classes. In addition, it can be supplemented with interfaces from other technologies thanks to REST services.

Would you like to learn more about Faktor-IPO?

Contact us

Portrait of our Managing Partner Peter Stracke

  • Faktor-IPO Flyer

    Learn more about the Faktor-IPO end customer portal in our product flyer.

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