ANVA for

Consulting companies and insurance brokers

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As a consulting firm or stockbroker, you are a rock for clients in every phase of life. You find and manage insurance solutions, provide financial advice, and mediate. And with ANVA's software, you can stay focused on that. We take care of the back end for you!

How to excel as a consulting firm or stockbroker

Whether you work for a large consulting firm, a specialized consultancy, or as a stockbroker, you offer protection and security. You do this through risk analysis, product advice, policy management, and active customer management. You are a jack of all trades. That requires laser focus! But fragmented data, repair work, administrative pressure, and high costs make that difficult.

Why choose a single central platform?

ANVA is a powerful platform for insurance brokers companies that provide financial advice. Why? Because we bring customer and contract administration together in one stable environment with automated, error-free processes. No more separate systems, but overview, speed, and space to develop business models and respond to new market opportunities.

What can you do with ANVA software as a stockbroker or consulting firm?

Create quotations quickly and efficiently based on CRM data
Achieve Upsells using targeted reporting and dashboarding
Steering for margin-rich products thanks to data insights
Personally responding to complex issues

How do you prepare for the future?

With audit-ready data and standardized AFM reports, our software helps consulting firms and insurance brokers comply with laws and regulations. In addition, automated error corrections and process-driven software ensure greater control, shorter turnaround times, and less regulatory pressure. This way, you are ready for today and for the future!

Curious about how you can use ANVA as a consulting firm or stockbroker?

Please feel free to contact our sales department for a no-obligation consultation.

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