ANVA for

Consulting companies and insurance brokers

As an advisory or stockbroker, you are the rock for clients at every (life) stage. You find and manage insurance solutions, give financial advice and mediate. Thanks to ANVA, you can focus entirely on your customers, while we support you on the back end in all areas.

Protection and security

Whether it's risk analysis, product recommendations or policy management, as an advisory firm or stockbroker, you are at home in all markets. From large business advice to low volumes, you offer protection and security at every (life) stage of your customer's life.

But let's not forget the challenges. Recoveries, data spread across countless systems, the administration burden and high costs - it not only requires masterful focus, but also makes it a titanic task to face the future with confidence.

Your partner in crime

ANVA is your partner in crime for your customer and contract administration. Thanks to our powerful platform with automated and error-free processes, you can pave the way for new market opportunities and business plans.

This allows you as a consultancy firm or stockbroker to focus optimally on your customers. And you attract new customers effortlessly because your customer documentation is clear, organized and always within reach.

With ANVA, you can include:

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

Ready for the future

With ANVA you are not only ready for today, but also for the future. Our audit-ready data and standardized (AFM) reports ensure that you automatically comply with laws and regulations, reducing the regulatory burden of supervisors and making long lead times a thing of the past.

Thanks to automated error corrections and process-driven software, you can effectively manage your employees and turn customer data into new business plans. With ANVA, lifelong customer retention is not just a goal, but a guarantee of success.

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