Söderberg & Partners
Pension Broker, developed by twoday in collaboration with the pension industry, digitizes and streamlines communication between pension advisors and pension companies. This is something that brokerage firm Söderberg & Partners benefits from today.
According to Rikke Lundsfryd, COO at Söderberg & Partners, it makes sense to consolidate one's system landscape on a 'highway,' as they have done with Pension Broker, as it both simplifies and ensures internal workflows. Rikke Lundsfryd elaborates: 'To achieve growth today, a good infrastructure in one's system landscape is a key prerequisite.'"
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.
Pension Broker strengthens collaboration across the industry
Rikke Lundsfryd, COO of Söderberg & Partners, emphasizes that the more health and pension companies that use the solution, the better the collaboration becomes, especially the processes between pension companies and brokerage houses.
"I wish for as many from the industry to join the solution as possible. Pension Broker strengthens collaboration across brokerage houses and pension companies. There are no discrepancies, for example, regarding whether there are 10 or 12 employees in an agreement. Pension Broker is a common tool where we don't have to worry about whether the data is correct, as it flows securely and automatically."
Rikke Lundsfryd, COO i Söderberg & Partners