Request captured & matched
Address, vehicle or beneficiary: every change is automatically captured and matched to the right contract.
Policy & Customer Service
Administration that takes care of itself.
Policy changes and customer inquiries run automatically from the request to the sent document - without an employee having to carry out every step one by one.
Vertragsänderung · M. Kleinert
Adressänderung, per WhatsApp gemeldet
Änderung erfasst
Postleitzahl nachgefragt
Versicherer informiert
Dokumente versendet
Bisherige Adresse
Lindenweg 8, 10115 Berlin
Neue Adresse
Marienplatz 4, 80331 München
BestätigungDaten im MVP angepasstNeue Police versendet
Agent übernimmt
Änderung erfasst
Daten nachgefragt
Versicherer informiert
Dokument versandt
From request to sent document - automatically.
Follow-up runs automatically
Modus asks the customer directly for missing details, without manual chasing by phone.
Both sides informed
The insurer or customer is notified, and updated documents go out automatically.
Impact, measured in numbers.
35 %
lower operating costs by automating policy service.
3 hrs
productivity impact per employee per day
100 %
automation potential in policy service, once the full context is available.
See the impact of Modus in your brokerage.
See Modus liveWhat Modus handles in practice.
Vertragsänderung···
Adressänderungin Arbeit
Halter-/Fahrzeugwechsel
Begünstigten-Update
Versicherungssumme anpassen
Policy changes handled automatically
Address changes, keeper and vehicle changes, beneficiary updates, adjustments to the sum insured - captured and carried out, without manual steps.
Vertragsauskunft···
Bin ich im Ausland mitversichert?
Ja - Auslandsdeckung bis 12 Monate, direkt aus Police 4471-C.
Aus dem Kontext beantwortet
Policy information from context
Answers customer questions about existing contracts directly from the available context, without a manual search in the broker management system.
Vorgang · Adressänderung···
Fehlende Angaben beim Kunden angefragt
Versicherer benachrichtigt
Bestätigung nachverfolgtläuft…
Missing details & insurer
Collects missing details from the customer in a structured way and notifies the insurer, without anyone having to follow up manually.
Dokumente · automatisch···
Police · Nachtragversendet
Änderungsbestätigungversendet
Automatisch erstellt & versendet, sobald bestätigt
Documents created & sent automatically
Policy, confirmation, endorsement - updated documents are generated and sent automatically as soon as the change is confirmed.
One customer portal. Self-service for complete relief.
Every customer sees their risks, contracts, claims and communication in a branded customer portal. Self-service calculators, comparison and application flows resolve most requests right in the portal — freeing up more and more time for the cases that really need advice.
Daily, live in the field.
Operational time becomes revenue time.
„Administration hasn't disappeared. But it no longer dictates the day. The system continuously learns along the way: with every case it handles, it improves matching, task logic and suggestions, and adapts to how each individual broker works."
Pascal
Managing Director
1.5 hrs
less admin work per day
Service and admin work that used to take hours now runs by itself.
Questions about policy & customer service.
Typical book-of-business tasks like address changes, keeper and vehicle changes, beneficiary updates or adjustments to the sum insured. Modus captures the request, matches it to the right contract, collects missing details from the customer and notifies the insurer - the employee reviews and approves.
Questions about existing contracts are answered directly from the available context - without anyone having to search the broker management system first. That means the answer comes in seconds, instead of after checking with colleagues or digging through files.
Modus works human-in-the-loop: routine tasks run through as soon as they're unambiguous. As soon as a change requires judgment or a professional review, it's presented to the employee with full context - decided by a human, not automatically.
Yes. Through the Client Portal, the customer can initiate simple changes - such as an address change - directly themselves, instead of contacting the broker. The task then runs the same automated path through to the sent document.