Benefits of integration with Pension Broker
Söderberg & Partners integration between Pension Broker and their core system enables a fully digitized customer flow, resulting in numerous positive benefits.
One of the benefits is that data flows automatically and securely. When a customer advisory session is completed, the data enters Pension Broker, and the agreement is sent for signature to the customer. Once signed, the agreement is sent directly back to Söderberg & Partners' core system.
In other words, Söderberg & Partners brokers can now handle everything related to a customer agreement through Pension Broker, as long as the company they collaborate with has also adopted the solution. This provides brokers with a consistent and, above all, easier process, regardless of which company the agreement is with. All of this results in less manual work, minimizing the risk of errors and callbacks. Additionally, Pension Broker ensures that data is validated, detecting errors and missing information immediately.
The ability to retrieve and deliver information about a customer agreement in one place also provides Söderberg's brokers with a much better overview of their agreements and, above all, more time to be present for their customers.
Results
Pension Broker binds the pension industry together by creating uniform processes that make it easier for brokerage houses and pension companies to make new agreements.
The integration between Söderberg & Partners' core system and Pension Broker gives them just one 'highway' to maintain and, most importantly, less duplicate work, as data flows securely between their systems. This minimizes errors, reduces processing time, and ensures data quality, all of which contribute to increased customer satisfaction.