Do you (sometimes) experience the same?
You have no idea which company You are insured with, what You are insured against and how much You are paying for the insurance?
You keep getting mail from different sources - e.g. letters from insurance companies, Emails from Your financial advisor, contract printouts from Your employer - and You don't know what to do with all of it?
When You urgently need a contract overview or the last invoice of Your insurance, You have to look everywhere (mailbox, emails, pictures on Your smartphone, etc.) for it?
You decide to cancel an unnecessary insurance contract but miss the cancellation deadline?
You know that You are missing some important insurances, or that Your current contracts are no longer optimal, but You have neither the time nor the desire to deal with them?
From now on, You can fully enjoy the benefits of Your digital insurance folder!
You can use "Check-up" to inform us of important changes in your private and professional life. This ensures that your insurance coverage is up-to-date and, above all, complete.
In the "My contracts" area You have access to all of Your contracts and the associated documents. Is something missing or are there inconsistencies in the data? You are welcome to upload missing contracts/ documents or send us a message.
In the "My Documents" area You can see all relevant data. Here You have the possibility to easily add further documents, either by "drag & drop" or by uploading.
From now on, You will have access to all contract optimisations or additions recommended by us via the menu item "My needs". And you can give us your feedback on the suggestions very quickly and easily!
Your benefits from using
My Financial App:
Everywhere with YOU
You'll never have to look for a policy number or policy certificate again when you need this data.
Personal
If you have any questions or would like to report a claim, we are always there to assist you personally.
Comprehensive
You have an overview of ALL Your insurance contracts. Regardless of whether we, as Your financial advisors, directly manage these contracts or not.
Secure
Your data and documents are stored on secure domestic database servers. Data transfer is exclusively encrypted.
Digital order in just five minutes:
1
You receive a message
to your Email address you provided to us.
Then please go to „Check-Up“
2
Click on "Register via e-mail" and use the Email address where You have received the link. You will then receive a login link and will be able to choose your own password.
Important! The password must be confirmed separately by Email, You will receive the link immediately.
