Easy Renewal

Safeguarding of your inventory through optimized processes.

Transparent overview

The perfect overview of all available contracts and renewal offers. Comparison of current contract status and renewal conditions.

Quick information exchange

Optional customer access enables direct transmission of risk information to the insurer in text form or via file upload.

Simple shortening of notice periods

Reduce the notice period with just one click - without long phone calls - and negotiate directly and digitally with the insurer.

Renewal process optimization in just a few steps!

The
smart
way.

  1. The insurer can
    request risk
    information with
    a click.
  2. Broker or optionally
    policyholder uploads
    requested risk information.
  3. Insurer reviews risk
    information and provides
    a renewal quote.
  4. The broker can
    accept the renewal
    quote or add it to
    a portfolio with
    one click.
  5. Broker goes through
    process from coverage
    confirmation and policy
    to contract.

The Finlex renewal function for better transparency - the smart way.

As a cooperation partner, bring your financial lines portfolios safely and digitally through the renewal in the tough market phase and take advantage of the many benefits of the innovative Finlex platform.

Digital.

Up to date – benefit from fast service and direct information exchange and react immediately to the market movement with guaranteed quality at maximum security.

Efficient.

Just one click – benefit from streamlined processes, ease of use, efficient operations and resource savings for optimal competitiveness.

Transparent.

At a glance – benefit from maximum transparency from the start. Transparent processes, overviews and sales support for optimal client satisfaction and quantifiable sales successes.

Get advice now.

Tim Buschlinger

Head of Broker Management

platform@finlex.io+49 69 / 8700 142 – 0

Tim Buschlinger

Head of Broker Management

comprehensive
market overview

Smart Tender

get to know
our platform

Platform