xbAV-Berater logo

xbAV-Berater

by Xempus · Since 2007
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ActiveAvailable globallyCloud
Quick facts
VendorXempus
Year launched2007
StatusActive
LocationArnulfstraße 126, München, Bayern 80636, DE
Countries servedGlobal
Languages2
Integrations1+
Free tier
Free trial
Contact salesYES

About xbAV-Berater

XbAV-Berater is a digital software platform from Xempus that supports the management and consulting of company pension schemes. It provides features for managing Betriebsrente (bAV), Betriebs Krankenversicherung (bKV), and Betriebs Arbeitskraftabsicherung (bAKS), so users can efficiently handle diverse employee benefits. The platform also includes XEMPUS eVorsorge and current features tailored for digital advisory services. This comprehensive solution helps businesses stay updated and compliant while offering valuable services to their clients. Key capabilities: bAV management bKV management bAKS management digital advisory tools current feature updates Best for: HR professionals and financial advisors that need an integrated approach to managing employee benefits.

xbAV-Berater by Xempus is a modular software package designed to optimize processes in the pension sector, primarily aimed at insurance advisors handling company pension schemes. Its primary purpose is to facilitate paperless handling of consulting processes and streamline the advisory phase by providing system-supported consultations with access to employee and company data. Key features include payroll accounting simulations, integrated tariff calculation, document management, and a high-speed calculator for creating insurance offers. The user interface of xbAV-Berater is designed to be user-friendly and intuitive. It offers a clean and organized layout that makes navigation straightforward, even for users who may not be tech-savvy. Unique design elements include visual aids and step-by-step guides that help users understand and utilize the software's functionalities effectively. The interface is also customizable, allowing users to tailor it to their specific needs and preferences. In terms of functionality and features, xbAV-Berater stands out with its comprehensive set of tools. It offers payroll accounting simulations, integrated tariff calculation, document management, and a high-speed calculator for creating insurance offers.

Pros & Cons

What users like
  • +1. Efficiency and Transparency: Xempus offers digital solutions for all aspects of corporate pension plans, streamlining processes for employers, employees, agents, and insurers. This can lead to faster processing times and clearer communication between all parties.
  • +2. Reduced Costs: Automating tasks and simplifying administration can potentially reduce costs associated with managing corporate pension plans.
  • +3. Improved Employee Engagement: The platform offers a self-service portal (myXEMPUS) for employees to access information and manage their plans, potentially increasing their understanding and participation.
  • +4. Compliance: Xempus emphasizes legally compliant advice and processes, which can minimize risks for employers and ensure employees receive the benefits they are entitled to.
  • +5. Standardization: The platform utilizes calculation kernels from over 40 providers, potentially leading to a standardized approach to pension consulting.
  • +6. Expertise & Training: Xempus Academy provides training materials for intermediaries (agents), potentially improving the quality of advice provided to clients.
What users flag
  • 1. Vendor Reliance: Businesses become reliant on Xempus for platform functionality and ongoing support.
  • 2. Limited Customization: While the platform offers some configuration options, it's unclear how much customization is available to meet specific needs of businesses or insurers.
  • 3. Data Security Concerns: As a platform managing sensitive financial data, security breaches could be a significant risk.

Features

Key features

1. Digital Consulting and Administration
Xempus provides a digital platform for both employers and advisors to manage corporate pension plans. This includes:
2. Guided and transparent consultation process for enrolling employees in corporate pension plans.
3. Online policy management and administration for existing plans.
4. Digital tools for advisors to give compliant and efficient advice.
5. Employee Self-Service
Through myXEMPUS, employees can access their own benefit information and potentially manage their contributions to plans (information about this specific feature is not explicitly stated).
6. Configurability
The platform caters to different user roles (advisors, employers, employees) and can be adapted to specific company needs.
7. Compliance
Xempus ensures adherence to relevant regulations for corporate pension plans.
8. Data Management
The platform offers secure storage and management of employee and plan data.

Additional features

1. Xempus advisor
This is a digital tool designed for advisors (brokers, agents) to:
2. Provide guided consultations on corporate pension plans, company health insurance, and occupational health and safety insurance.
3. Ensure legal compliance during the consultation process.
4. Offer transparent communication with clients.
5. Manage existing client data and contracts.
6. Xempus manager
This tool allows employers (or their designated representatives) to:
7. Manage pension, life, and health insurance plans for their employees.
8. Access the platform anytime and anywhere for convenient plan administration.
9. Xempus budget advisor
This is a specific tool (details not fully explained) potentially used during the consultation process to help with:
10. Budget simulations considering tax implications.
11. Salary simulations with and without corporate pension plan contributions (to showcase potential benefits).

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
2
Interface languages
13
Billing currencies

Interface languages

GermanEnglish

Billing currencies

🇪🇺EUR🇬🇧GBP🇺🇸USD🇨🇭CHF🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇳CNY🇮🇳INR🇷🇺RUB🇦🇪AED🇭🇰HKD🇸🇬SGD

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