Platform · module 01 · Sales tools & sales enablement

A question becomes a qualified conversation.

Enquiries arrive with no context, and every conversation starts from zero. The calculators answer the first question in seconds and hand the adviser exactly the details a good conversation needs.

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End frame: a grid of 200,000 dots for a Riester book, 75 per cent marked as customers who want advice and 58 per cent as wanting a personal conversation, beside it the figure of 116,000 advice conversations for the first half of 2027 and the source, Allianz survey April 2026.
Allianz survey April 2026 (n > 1,500); 200,000 contracts as a worked example
Why this module exists

Every conversation starts with context, not from zero.

01The partner's problem

Enquiries arrive with no context. Distribution starts every conversation from zero and qualifies by hand, and existing customers are never approached at all, because nobody knows for whom the call would be worth making.

02The Xaver mechanism

The calculator collects age, number of children, income and contribution because it needs them to compute at all. Those same entries are the qualification: afterwards they are there in the adviser portal and in the advice journey, without anyone asking for them a second time.

03The proof

The public calculators run with no sign-up, so you can walk the entry point yourself. In the demo portal the same data then reappears in the adviser portal.

Open the calculators
Benefits

What your distribution gets out of it.

What it looks like

What your distribution has in hand from day one.

A tour of the advantage calculator in the customer view: the contribution is chosen, age and term, number of children and taxable income are moved, and finally the investment strategy with its total cost, the capital, the allowances, the subsidy rate and the capital path all recompute with every input.
  1. 01Choose the contribution
  2. 02Age and term
  3. 03Children and allowances
  4. 04Income and tax rate
  5. 05Investment strategy and cost
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At a glance

Calculators and personalised entry points that turn a question into a qualified conversation, plus an academy and a toolbench so advisers can work from day one.

What the module does
  • Quick subsidy calculator, public, no sign-up
  • Full subsidy comparison, Altersvorsorgedepot against Riester
  • Layer comparison across the pension layers
  • Academy: learning paths on the Altersvorsorgedepot with a final test and an optional Altersvorsorgedepot certificate, plus tutorials, product documents and FAQ
  • Toolbench for advisers: subsidy and advantage calculator, pension-layer comparison, letter generator, AI-adviser configuration
  • Personalised entry points from email, the customer portal or an adviser's list
Questions

What partners ask at this point

What does the academy do?+

The Altersvorsorgedepot is new, including for experienced advisers. The academy brings a distribution organisation to a common standard in a structured way: learning paths on the fundamentals of the pension reform act, how the subsidy works, how it differs from Riester, switching advice and how to run the journeys, plus tutorials, product documents and FAQ. Every learning path ends with a final test; an optional Altersvorsorgedepot certificate is available for those who want it. Together with the toolbench, advisers can work from day one.

Which tools can I try right away?+

The public calculators run with no sign-up. For the full subsidy comparison, the adviser cockpit and the academy we set up demo access, in your own brand world if you want it.

Keep reading
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