Smart Tender

Achieve inventory growth through access.

Enter your financial lines clients into the quotation stage at any time and receive a variety of offers thanks to digital risk assessment. Take advantage of the many benefits of our innovative Finlex platform.

Fast risk detection

Give your clients access to the digital risk assessment and let them complete it on their own. Receive quotes instantly thanks to automated underwriting.

Transparent risk assessment

Insight into your client's individual risk through Finlex identification of risk level and declaration.

Versatile market comparison

Direct access to a wide range of insurers including access to insurer profiles and freely configurable quote PDFs for presentations.

Tender process optimization
in just a few steps!

Smart
Tender.

  1. Broker or client
    completes the risk
    assessment questionnaire
    independently online
  2. Broker finishes
    risk analysis and
    has direct access
    to all available
    offers.
  3. Broker starts
    the negotiation
    phase with all
    relevant insurers
    in one step.
  4. Broker creates
    the order to
    cover with the
    favorite.
  5. Broker goes through
    process from coverage
    confirmation and policy
    to contract.

Direct creation of order to cover and immediate presentation or negotiation of the offer – lots of information, no surprises.

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

More transparency.

Easy Renewal

Get to know
the platform.

Platform