Swiss Life
Integrated eCommerce Strategy Helps Retain Brokers and Agents. Capgemini worked with Swiss Life to create an service portal for sales partners.
“Tiny budgets boost creativity!”
Rolf Louis, Sales Director, Swiss Life Germany
The Situation
A leading service insurer, Swiss Life in Germany was eager to strengthen its channels to the marketplace by fortifying support for its brokers and multiple agents. The intent was to provide centralized services using new technologies and an integrated multi-channel strategy. Unable to achieve this goal, Swiss Life looked to Capgemini to help it develop a solution to improve its sales processes and broker retention practices.
The Solution
Capgemini, in cooperation with Swiss Life, created an Internet-based service portal for the sales partners and formulated a corporatewide e-business strategy. Sales measurement tools, a communication and transaction platform, and a holistic content management system were co-developed with Swiss Life to ensure the technologies met their specific needs.
The Result
With a company-wide competence centre in operation, Swiss Life was able to more fully support its sales partners and clients. Streamlined processes, a user-friendly service portal, and improved access to shared information helped the corporation increase its efficiency and more effectively meet customer needs.
How Swiss Life Germany and Capgemini Worked Together
Swiss Life in Germany provides its clients products in the areas of long-term savings and protection, with a special focus on risk protection. Despite its apparent success, the company faced an urgent need to enhance multi-channel collaboration with its 4,500+ brokers. This in turn would help it boost broker-retention by delivering better service quality in business to business relations.

