Please enable JavaScript.

Coggle requires JavaScript to display documents.

BVV Client Lifecycle - Coggle Diagram

- - - - Companies enrol their employees at BVV
        
        All data is collected at premium accounting
        
        contributions are paid
        
        every single employee receives a policy and respective documentation
        
        information on tariffs
        
        expected retirement date and benefits
        
        estimate on the amount of the pension
        
        an individual employee thus becomes an insured person at BVV
        
        receives annual statements
        
        3 more items...
      - first draft of contract with main points is signed by the client company
        
        Company sends it to BVV
      - confirmation is a separate document
        
        membership number included
        
        explains the registration process of the employees
        
        smaller (ca. 20 employees) companies: registration form
        
        bigger companies: complex process with more data to be transferred automatically to BVV premium accounting department
- - - - BVV Client Company Department
        
        mostly companies find BVV
        
        from other companies/word of mouth
      - ask company HR for some information
      - set up an interview
      - arrange for a first presentation
        
        time-frame differs from a week to several months
        
        bigger companies are more flexible with time
      - perhaps send out an initial information package
        
        overview of tariffs
        
        information on asset management
    - - betavo
    - - After the first presentation, information/presentation is mailed
        
        additional questions are answered or the second presentation is scheduled
        
        Information on/ Planning for financial transactions
        
        Contract is drafted
        
        includes an arrangement for Proxy / Standing Order
        
        alternatively, BVV provides own bank contact information
        
        Time frame: a month
        
        type of membership
      - for the employer
        
        overview of BVV
        
        tax treamtment
        
        vehicles
        
        BVV services for leaving employees
        
        asset management
        
        BVV Benefits for Employees & HR
        
        portal
        
        designated contact person
      - in case of full membership or extraordinary membership scenario
      - In case of partial membership, the arrangements are made via direct communication (mail or phone)