Digital solutions for strong customer loyalty in the insurance industry

The digital transformation presents new challenges for insurance companies – but also new opportunities:

The networking of all business activities, a high level of IT agility, efficient sales structures and digital insurance products give you a clear edge over the tough competition for private and business customers.

ec4u’s customer management experts support you as an insurer, reinsurer and insurance broker with the process of digitalization.


experienced employees in the field of financial services & insurance


successfully implemented insurance projects


years of CRM experience with insurance projects

“ec4u has made a significant contribution to the successful introduction of campaign management – not least because of its practical methodology and results orientation.”

Andreas Unternährer, Segment Manager, Suva

Our services

The experts at ec4u support you in aligning your data and processes to the needs of your customers in the best possible way. With our professional and technical know-how, we accompany you in all phases of the (digital) transformation and help you with our experience and proven best practices to successfully implement your projects in a short time.

Targeted, customer-centric communication across all channels

Convince your customers with high availability and fast responses on all channels. The realization of a multi-channel insurance service requires a connected IT infrastructure and organization in order to interact with your sales partners and customers across all channels and to establish a uniform digital marketing.

Marketing automation supports you to manage these channels efficiently and specialized for your target groups. An individualized customer approach increases customer satisfaction, creates competitive advantages and thus forms the basis for successful lead management.

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Leading distribution for industrial insurance

Design efficient sales processes and increase your sales performance. Master the challenges of internationally distributed teams, individual customer concepts and numerous stakeholders.

Support your sales force with a mobile CRM platform including a 360° customer view and collaboration tools fo your sales team as well as your sales partners.

Access all customer data via a central platform for differentiated customer communication, edit documents with others, define support standards, and much more.

You can also automate your processes in the individual industrial insurance business.

Excellent service in private customer business

Trust and quality of advice are the currency in the private customer sector and, along with an attractive price-performance ratio, are among the most important competitive factors.

This also includes excellent service in the digital age and with high availability via digital channels and apps. Use web-based services, apps, marketing automation and chatbots as well as digital insurance products to inspire new and existing customers.

Would you like to learn more about our services? Make an appointment for an informative talk.

ec4u as a consulting partner for insurance companies

  • With over 400 employees and more than 50 certified Microsoft consultants, we are one of the leading strategic Microsoft Gold Partners in Germany, Austria and Switzerland.
  • As a Signature Microsoft Partner for Financial Services & Insurance (FSI) and a member of the Microsoft Fast Forward Partner Advisory Board, we are ideally positioned for the future direction of our customers in the financial industry.
  • We have many years of experience with banks and financial service providers with a focus on customer-facing processes.
  • Independent platform selection – We offer independent advice for platform evaluation, completely tailored to your needs and requirements.

Stay informed about current trends, exciting topics around the digital transformation of marketing, sales and service in our Blog.

Contact Us

For your region


Mario Pufahl

Chief Sales Officer

Do you have any questions or would you like to learn more? Please feel free to arrange an informational interview.



Patrick Schäfer

Managing Director ec4u expert consulting
(switzerland) ag.

Do you have any questions or would you like to learn more? Please feel free to arrange an informational interview.


Bernd Sailer

Industry expert

Bernd Sailer

Director Professional Services

For technical queries about your project, contact our industry expert.