finvoice

Everything is very personal, friendly and individually designed - great team!

Individual advice and support. An all-round service for more questions than I thought I had.
Thank you very much for your support!

We became aware of Finvoice through our cooperation with BlauDirekt. From the general advice to the onboarding process and the academy, I feel that I am in good hands all round. I can recommend Finvoice and the team without reservation to any financial service provider who wants to save on comparability.

We have been coaching for 3 months now and are very satisfied so far. The coaches have a pleasant and respectful way of dealing with their participants. More importantly, you are constantly being trained on the benefits you can offer your customers through service agreements in the future. We have already recommended Finvoice to some of our colleagues.

Service is not the most popular topic in the insurance industry, but customers who want service are, in my opinion, dependent on finding someone who wants to offer it and can offer it sustainably. This is where Finvoice comes into play, with the help and tools that Christoph and his team bring with them, service can be fun again and, above all, not voluntary.

We have been working with Finvoice for years and are completely impressed by the simplicity, the ideas and the great cooperation. A clear recommendation from us for all those who are tired of working against their own income.

Super partner for the financial services industry. Also the support from the beginning up to the concept creation and important tips for the customer meetings everything included. This is how I imagine a successful and reliable collaboration. Keep up the good work.

After several years in structural sales, I became self-employed as an insurance broker on 01.01.2024. During this process, I came across finvoice more or less by chance and then took a closer look at the topic of service agreements.

After a short period of consideration, I decided to implement their system and concept and have never regretted it. The academy prepared me perfectly for the topic and took away my last doubts. At the same time, several individual service packages were designed in a 1:1 workshop and beautifully presented graphically.

It was received very positively by the absolute majority of my customers and all in all I was able to conclude a total of 60 service agreements over a period of 3 months. I would never have thought that such great professional success would be visible after such a short period of time.

The team around Christoph and Sebastian is absolutely recommendable both professionally and personally and I can only recommend it to every broker to deal with the topic of service agreements.

They took a lot of time in advance to really create OUR service concept.
I then had our service concept in my pocket for around nine months and couldn't imagine talking openly about it with my customers.
But thanks to the Academy and the Friday live calls with other colleagues on the Finvoice platform, I took heart at the beginning of 2024, did it and can say ... it works.
From January to mid-March, I got 18 service agreements signed with contribution after I showed the customers the actual effort involved in their support.
This shows me that the customers' appreciation of our service can and should be priced.

The advice and introduction from the finvoice team is great! The operation of the system is almost self-explanatory. If you want to work in the area of royalties/service fees, this is the right place for you. Great!

Super team and my recommendation

I was able to meet the guys from finvoice at a presentation. I was also on site for my conception and together we worked out and implemented my vision on the topic of service fees and royalties. I am very satisfied with the process and communication from the first contact until today. THANK YOU!

As an individual broker, I have been working with finvoice since the beginning of 2023.
I like the regular exchange with the team. Questions and processes are explained in an understandable way. The billing process and the creation of invoices is really easy.

My initial skepticism was disproved by initial customer contacts.
Almost all customers are not aware of how we earn our money and that we actually work on a voluntary basis when the contracts are improved with better premiums. With the customer video of finvoice this point comes over however very well with the customer. Thus my concept sells itself almost by itself.

Many thanks to the finvoice team!

weekly valuable support in the implementation :-)

For over a year now, we have been putting off the topic of service agreements because we lacked the "how". With the Academy, we have now been introduced to the topic step by step and are now about to start. Thank you for the content and for always answering our questions quickly and competently.

We have been using finvoice for over a year now and are extremely satisfied. Although the program is so comprehensive, it is very easy and intuitive to use.
Since the exchange within the Academy, we have received many valuable impulses and contacts that drive our company forward.
The service and support from Christoph and his team are world class! Here, everything is set in motion to make things possible. Thank you for that!

Finvoice works and has support. What more do you need?

We have been using finvoice for over 18 months. Since spring 2021 we have introduced service agreements in our brokerage office. Billing, invoicing, SEPA and complete administration runs via finvoice. At this point, unreservedly recommended.
In addition, since the beginning of 2022, we also broker LV's via net tariffs and take a consulting fee. These fees are also handled completely via finvoice.
Again a clear recommendation.

+ monthly billing runs flawlessly and always on time
+ complete controlling over the figures
+ automatic invoicing
+ super fast service
+ extremely cool boss ;)

Finvoice offers me the ability to bill service charges and fees super easily. It is very easy to set up and both I and my customers are absolutely satisfied. In addition, the support is very easy to reach and has so far solved all inquiries quickly and competently. An absolute recommendation from me!

Fast response times from customer service, simple layout and operation, tutorials give you a very quick introduction to the functionalities.

Super transparent platform, with many possibilities! The contact persons are always available, sympathetic and competent. Absolutely recommendable.