Case Study

Tripling conversion rate, more time for customer consultations

Tripling conversion rate, more time for customer consultations

Tripling conversion rate, more time for customer consultations

Tripling conversion rate, more time for customer consultations

AI platform for insurance brokers

AI platform for insurance brokers

4 min

4 min

How Marc Mauracher and HMR Versicherungsmakler GmbH are using Afori to remove the chore of policy analysis from everyday work.

How Marc Mauracher and HMR Versicherungsmakler GmbH are using Afori to remove the chore of policy analysis from everyday work.

How Marc Mauracher and HMR Versicherungsmakler GmbH are using Afori to remove the chore of policy analysis from everyday work.

How Marc Mauracher and HMR Versicherungsmakler GmbH are using Afori to remove the chore of policy analysis from everyday work.

3x

3x

3x

3x

higher conversion rate

higher conversion rate

higher conversion rate

Marc Mauracher, Managing Director of HMR Versicherungsmakler GmbH

At a glance

At a glance

Company

HMR Versicherungsmakler

Registered office

Cologne

Customers

over 4,000

Special feature

Family business, third generation

In use

Afori tariff comparison tool

Result

Conversion rate tripled

Growing without compromising on advice

Growing without compromising on advice

Marc Mauracher leads HMR Versicherungsmakler GmbH in its third generation and serves over 4,000 clients. His ambition is to continue growing without compromising on the quality of advice.

The bottleneck here is the work on policy conditions. Finding the right set of conditions, working through the relevant clauses, comparing them with the client's existing contract, and repeating the same step for every additional tariff: this is one of the most demanding and time-consuming tasks in a broker's office. In addition, the information about the client is scattered across the inbox, the broker management program, BiPRO data, and the consulting history. In the end, this time is missed during the client consultation.

Marc Mauracher leads HMR Versicherungsmakler GmbH in its third generation and serves over 4,000 clients. His ambition is to continue growing without compromising on the quality of advice.

The bottleneck here is the work on policy conditions. Finding the right set of conditions, working through the relevant clauses, comparing them with the client's existing contract, and repeating the same step for every additional tariff: this is one of the most demanding and time-consuming tasks in a broker's office. In addition, the information about the client is scattered across the inbox, the broker management program, BiPRO data, and the consulting history. In the end, this time is missed during the client consultation.

Afori does the groundwork

Afori does the groundwork

This is precisely the preparatory work that Afori takes care of. The platform has around 20,000 sets of terms and conditions natively integrated and compares them anew for each customer case with the broker's individual data. It detects coverage gaps in the existing contract and creates a sound recommendation, including a comparison table and a ready-to-use email draft, directly in the inbox.

Unlike a pure tariff comparison, which looks at the terms and conditions in isolation, the customer's specific situation is thus incorporated into every recommendation.

This is precisely the preparatory work that Afori takes care of. The platform has around 20,000 sets of terms and conditions natively integrated and compares them anew for each customer case with the broker's individual data. It detects coverage gaps in the existing contract and creates a sound recommendation, including a comparison table and a ready-to-use email draft, directly in the inbox.

Unlike a pure tariff comparison, which looks at the terms and conditions in isolation, the customer's specific situation is thus incorporated into every recommendation.

20,000 sets of conditions

Natively integrated and re-evaluated for every customer case.

Customer situation in focus

Data from daily brokerage business is incorporated into the recommendation.

Sound recommendation

Coverage gaps, a comparison table and a recommendation are all created in a single process.

Email draft in mailbox

The next communication with the customer is directly prepared.

The result in practice

The result in practice

3x

3x

higher conversion rate

For Marc Mauracher, this directly benefits his advisory services. His recommendations address his clients' situations more precisely, and the time he saves reading terms and conditions is reinvested in face-to-face conversations. In his first few weeks using the tariff comparison tool, his closing rate tripled. He is using the time saved to further expand his business.

For Marc Mauracher, this directly benefits his advisory services. His recommendations address his clients' situations more precisely, and the time he saves reading terms and conditions is reinvested in face-to-face conversations. In his first few weeks using the tariff comparison tool, his closing rate tripled. He is using the time saved to further expand his business.

"My recommendations are much more tailored to my customers' situations today. The time I save reading the terms and conditions is spent on the conversation. In the first few weeks of using the tariff comparison tool, my closing rate tripled."

"My recommendations are much more tailored to my customers' situations today. The time I save reading the terms and conditions is spent on the conversation. In the first few weeks of using the tariff comparison tool, my closing rate tripled."

Marc Mauracher

Managing Director of HMR Versicherungsmakler GmbH

HMR insurance broker logo

About HMR

About HMR

HMR Versicherungsmakler GmbH, based in Cologne, is advising over 4,000 customers in its third generation.