Insurance check and customer support procedures
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As independent financial advisors
and insurance brokers, we act in the interest of our clients, not the insurer. Our goal is to advise and insure you according to your goals and wishes.
However, we often experience existing contracts being senselessly terminated just to sell new ones. This is not our vision and is not our approach.
Our clients and prospective clients can easily create existing contracts digitally with us. We review them based on your goals and wishes.
Do these contracts generally fit your current lifestyle, or do they need to be adjusted?
We naturally also review the fine print and can tell you directly how good a contract is. You then decide what happens with it.
If the contract remains in effect, we will take over the management of the contract for you. To do this, you must register the contract with us. From then on, we will also send all documents that the insurer sends you by mail digitally, using our digital customer order system „SIMPLR.“
The first step is to register with us. You can find out what the digital customer order, or SIMPRL, can do here. If you have already received access from us, you can skip this step.
Have you created a second account?
No problem, just let us know. We’ll combine the accounts for you so you don’t lose anything.
You can not only change or add your address, but also add additional addresses, such as a second home or vacation home. You also have the option to change your password and username.
When you log in for the first time, you will be prompted to complete your information. Please simply complete your profile. You know your address better than we do, and you also know your date of birth.
Please also include your contact details, such as your telephone number and email address. You can also tell us which email address you prefer for our communication.
We offer our customers and prospective customers the opportunity to manage and keep up-to-date all contracts created with us. This means that, once activated, all documents are stored digitally in your SIMPLR customer folder. This way, nothing can get lost, and we can intervene immediately when an emergency arises, such as a premium increase or an unprocessed claim being filed.
Don’t worry, we don’t automatically add contracts to our portfolio! We always agree with you which contracts we can and cannot manage for you.
You can easily upload your contracts under the „Contracts“ section. Simply click „Add contract“ and follow the self-explanatory instructions. Don’t forget to save the process at the end.
IMPORTANT! Please do not create contracts that do not belong to you! For example, those registered to your spouse or parents. Each person needs their own access/account.
Please create your contracts as described in point 3 before uploading documents.
First, click on „Documents“ and then „Upload File.“ Then click on „Select File.“
Please give them unique names such as Policy, Premium Invoice 2021, or Addendum 2021. This will make your work easier and help you find these documents more quickly. You can now assign the captured file to a contract via the „Contracts“ section. Now click on „Upload“ and we will have your GDPR-compliant file.
Brief information: We ask that you do not upload individual pages. For example, if the policy consists of five pages, we ask that you combine them in advance.
Please assign the documents directly to the respective contracts. This will make the search process easier for both parties.
There are several helpful tools for merging documents; here are our recommendations:
The terms and conditions of the software/apps are very simple and self-explanatory.
If you would like to upload your health data or other documents, you can do so as well.
We’ll receive a notification when you upload a file. However, we don’t know if you’ve uploaded everything yet. Please let us know when you’ve uploaded all the documents, and we’ll get started! Of course, you don’t need to notify us if it’s just one file that was missing during the consultation.
Of course, you can contact us by phone if you have any questions. You can find the phone number at the bottom of the screen. However, if you would like to schedule a consultation, please schedule one directly. Simply click „Book an appointment“ and reserve your appointment with the appropriate advisor. Here is the direct link to the calendar.
In the future, we will deliver all offers and documents exclusively via SIMPLR. You will receive a brief notification from us when we have processed something or stored it for you. For data protection reasons, we do not send files via email.
Your data is important to us and we cherish and maintain it!
Simplr – your insurance organized, simplified, and always at your fingertips. Register for free and stay on top of things!
Montag bis Donnerstag:
09:00 – 17:00 Uhr
Freitag:
09:00 – 15:00 Uhr
Mit dem Laden der Karte akzeptieren Sie die Datenschutzerklärung von Google.
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