WMC customer portal

Instruc­tions

Def­i­n­i­tion of
The WMC cus­tomer por­tal offers you as a cus­tomer cen­tralised, secure and per­son­alised access to var­i­ous ser­vices and infor­ma­tion. You can use the por­tal to access your per­son­al data, car­ry out trans­ac­tions, make enquiries and much more. The indi­vid­ual func­tions are also tai­lored to the autho­ri­sa­tions of the respec­tive users. This means that sev­er­al peo­ple per com­pa­ny (cus­tomer) can have the same or dif­fer­ent authorisations.

Ben­e­fit
The WMC cus­tomer por­tal has the Bro­ker­Web as a role mod­el and aims to make cus­tomer inter­ac­tions more effi­cient, cus­tomer-friend­ly and com­pli­ant with data pro­tec­tion reg­u­la­tions. Cus­tomer por­tals are now regard­ed as an impor­tant part of the cus­tomer jour­ney, as they pro­vide con­stant and direct access to com­pa­ny resources.

Func­tions
You can access the WMC cus­tomer por­tal via the WMC web­site with login — pass­word and mul­ti-fac­tor authen­ti­ca­tion. This cre­ates a secure and data pro­tec­tion-com­pli­ant con­nec­tion to WMC, just as you know it from e‑banking. Infor­ma­tion and doc­u­ments are avail­able to you in the por­tal. You can cre­ate access for sev­er­al peo­ple with dif­fer­ent autho­ri­sa­tions. You can find your con­tract doc­u­ments, the cur­rent sub­scrip­tion and all invoic­es. You can also use the por­tal to sub­mit enquiries such as new or chang­ing employ­ees, orders for addi­tion­al mod­ules. The func­tions are still being expand­ed. We are hap­py to receive suggestions.

For error mes­sages and tech­ni­cal enquiries, please use the tick­et sys­tem in BrokerStar.

The reg­is­tra­tion
You will receive an e‑mail with the link to the por­tal reg­is­tra­tion. Please take the fol­low­ing steps, to be able to use the por­tal afterwards.

  1. Down­load an authen­ti­ca­tor on your mobile phone if you have not already done so
    (WMC rec­om­mends the apps from Microsoft or Google)
  2. Use the link «Login» at www.wmc.ch to log in
    Atten­tion: Use only the login name sent to you
  3. Scan the QR code with the Authen­ti­ca­tor app
  4. Change your pass­word for your security

You can now use the por­tal at any time. As soon as new doc­u­ments are added to the por­tal, you will receive a noti­fi­ca­tion e‑mail.

Login to the cus­tomer por­tal:
(click to enlarge)

Authen­ti­ca­tor Down­load at:

Request access to the portal









     

     

    Do you have any ques­tions?
    We are here for you.
    061 716 11 15
    info@wmc.ch

    Do you need fur­ther access?
    Then please use the form on the left.

    WMC customer portal

    WMC cus­tomer por­tal
    Instruc­tions

    Def­i­n­i­tion of
    The WMC cus­tomer por­tal offers you as a cus­tomer cen­tralised, secure and per­son­alised access to var­i­ous ser­vices and infor­ma­tion. You can use the por­tal to access your per­son­al data, car­ry out trans­ac­tions, make enquiries and much more. The indi­vid­ual func­tions are also tai­lored to the autho­ri­sa­tions of the respec­tive users. This means that sev­er­al peo­ple per com­pa­ny (cus­tomer) can have the same or dif­fer­ent authorisations.

    Ben­e­fit
    The WMC cus­tomer por­tal has the Bro­ker­Web as a role mod­el and aims to make cus­tomer inter­ac­tions more effi­cient, cus­tomer-friend­ly and com­pli­ant with data pro­tec­tion reg­u­la­tions. Cus­tomer por­tals are now regard­ed as an impor­tant part of the cus­tomer jour­ney, as they pro­vide con­stant and direct access to com­pa­ny resources.

    Func­tions
    You can access the WMC cus­tomer por­tal via the WMC web­site with login — pass­word and mul­ti-fac­tor authen­ti­ca­tion. This cre­ates a secure and data pro­tec­tion-com­pli­ant con­nec­tion to WMC, just as you know it from e‑banking. Infor­ma­tion and doc­u­ments are avail­able to you in the por­tal. You can cre­ate access for sev­er­al peo­ple with dif­fer­ent autho­ri­sa­tions. You can find your con­tract doc­u­ments, the cur­rent sub­scrip­tion and all invoic­es. You can also use the por­tal to sub­mit enquiries such as new or chang­ing employ­ees, orders for addi­tion­al mod­ules. The func­tions are still being expand­ed. We are hap­py to receive suggestions.

    For error mes­sages and tech­ni­cal enquiries, please use the tick­et sys­tem in BrokerStar.

    The reg­is­tra­tion
    You will receive an e‑mail with the link to the por­tal reg­is­tra­tion. Please take the fol­low­ing steps, to be able to use the por­tal afterwards.

    1. Down­load an authen­ti­ca­tor on your mobile phone if you have not already done so
      (WMC rec­om­mends the apps from Microsoft or Google)
    2. Use the link «Login» at www.wmc.ch to log in
    3. Scan the QR code with the Authen­ti­ca­tor app
    4. Change your pass­word for your security

    You can now use the por­tal at any time. As soon as new doc­u­ments are added to the por­tal, you will receive a noti­fi­ca­tion e‑mail.

    Authen­ti­ca­tor Down­load at:

    Login to the cus­tomer portal:

    Authen­ti­ca­tor Down­load at:

    Request access to the portal










      Do you have any ques­tions?
      We are here for you.


      Phone: +41 61 716 11 15
      E‑mail: info@wmc.ch

       

      Do you need access for more peo­ple?
      Then please use the form on the left.

      Insurance Innovation Award

      Digital, seamless working: BrokerStar Ecosystem


      On 12 Octo­ber 2024, HZ Insur­ance com­mis­sioned WMC IT Solu­tions AG with the project

      Bro­ker­Star Ecosys­tem for insur­ance brokers

      nom­i­nat­ed for the 26th Swiss Insur­ance Inno­va­tion Award.

      Project descrip­tion
      Ide­al­ly, a bro­ker needs «all» data in order to opti­mise cus­tomer advice and inter­nal con­trol­ling. One of BrokerStar’s goals is to obtain this data. Var­i­ous sources are already being used for this pur­pose so that data does not have to be entered man­u­al­ly. Bro­ker­Star from WMC offers an ecosys­tem that is unique in the industry.

      Degree of inno­va­tion & pio­neer­ing work
      Soft­ware for insur­ance bro­kers is usu­al­ly an admin­is­tra­tive sys­tem that more or less sup­ports indus­try process­es. How­ev­er, this is by no means enough for dig­i­tal, seam­less work. The Bro­ker­Star ecosys­tem allows any num­ber of appli­ca­tions and ser­vices to be con­nect­ed. Around 30 indus­try, part­ner, cus­tomer and office appli­ca­tions are avail­able as standard.

      Event overview / Secure tickets

      Broker Security Forum Handbook

      The Bro­ker Secu­ri­ty Forum on 19 August 2024 with around 50 par­tic­i­pants was the start of a series of secu­ri­ty events in the sec­ond half of 2024.

      Here you will find the links to all pre­sen­ta­tions and fur­ther infor­ma­tion via the pre­sen­ta­tion below.

      All links in the hand­book are safe and may be clicked on.

      Registration Userday 24

      Bro­kerStar User­day ’24
      Thurs­day, 20 June 2024

      Reg­is­tra­tion   Please until Tues­day, 18 June 2024, 17.00 h


      I would like to take part in the event.
      (Please fill in a sep­a­rate reg­is­tra­tion form for each participant)

      Date: Thurs­day, 20 June 2024. 13.30 — 17.00 h
             

      The event will take place as a web­cast with live trans­mis­sion of the pre­sen­ta­tions. You can also join in only for the top­ics you are inter­est­ed in. You will receive the access link once you have registered.

      Pro­gramme

      My con­tact details


        All about the new Bro­ker­Star pre­sent­ed by the WMC team

        inde­pen­dent

         

        dig­i­tal

         

        net­worked

         

        Mod­er­a­tion: Thomas Bürki 

        Doubling of cyber attacks

        The Fed­er­al Office for Cyber­se­cu­ri­ty (BACS) pro­vides up-to-date infor­ma­tion:
        (Source: BACS press release dat­ed 6 May 2024)

        Twice as many cyber inci­dents were report­ed to the Fed­er­al Office for Cyber Secu­ri­ty (FOCS) in the sec­ond half of 2023 than in the same peri­od last year, name­ly over 30,000. The strate­gic direc­tion of the new Fed­er­al Office is based on four pil­lars in order to strength­en cyber secu­ri­ty for the pop­u­la­tion, the econ­o­my and the author­i­ties in the face of increas­ing threats and the emer­gence of AI-dri­ven fraud.

        The BACS looks back on its first few months as the new fed­er­al office. Direc­tor Flo­ri­an Schütz gave an ini­tial assess­ment at an expert dis­cus­sion on 6 May. The trans­fer of the Nation­al Cyber­se­cu­ri­ty Cen­tre (NCSC) to a fed­er­al office on 1 Jan­u­ary 2024 marked an impor­tant mile­stone in strength­en­ing Swiss cyber­se­cu­ri­ty. The pri­ma­ry tasks of the BACS con­tin­ue to be to increase Switzerland’s secu­ri­ty in cyber­space. To this end, it informs and sen­si­tis­es the pub­lic about cyber threats and attacks. In addi­tion, the BACS acts as a con­tact point for report­ing cyber inci­dents and sup­ports oper­a­tors of crit­i­cal infra­struc­tures in par­tic­u­lar in deal­ing with these inci­dents. The BACS also pre­pares tech­ni­cal analy­ses to assess and defend against cyber inci­dents and cyber threats. It iden­ti­fies and reme­dies weak­ness­es in Switzerland’s pro­tec­tion against cyber threats in order to strength­en the country’s resilience.

        The core man­date of the BACS is to strength­en the cyber secu­ri­ty of crit­i­cal infra­struc­tures, the econ­o­my, edu­ca­tion, the pop­u­la­tion and the author­i­ties by coor­di­nat­ing the imple­men­ta­tion of the Nation­al Cyber Strat­e­gy (NCS). The Fed­er­al Office’s strat­e­gy pre­sent­ed today shows how this core man­date is being ful­filled. The aim of the BACS is to improve cyber secu­ri­ty in col­lab­o­ra­tion with all rel­e­vant stake­hold­ers. To this end, it organ­is­es its ser­vices along four strate­gic pil­lars: Mak­ing cyber threats under­stand­able, pro­vid­ing means to pre­vent cyber attacks, reduc­ing dam­age from cyber inci­dents and increas­ing the secu­ri­ty of dig­i­tal prod­ucts and services.

        The num­ber of cyber inci­dents report­ed in the sec­ond half of 2023 almost dou­bled to 30,331 com­pared to 16,951 in the same peri­od of the pre­vi­ous year. This increase is main­ly due to fraud­u­lent job offers and alleged calls from the police. The most fre­quent­ly report­ed inci­dents includ­ed attempt­ed fraud, with the cat­e­gories ’CEO fraud’ and «invoice manip­u­la­tion fraud» being par­tic­u­lar­ly con­spic­u­ous. With 5536 reports, the num­ber of phish­ing reports dou­bled (pre­vi­ous year: 2179). Of par­tic­u­lar note is so-called «chain phish­ing»: phish­ers use hacked e‑mail inbox­es to send e‑mails to all address­es stored in this inbox. As the sender is like­ly to be known to the recip­i­ents, there is a high prob­a­bil­i­ty that they will fall for the phish­ing. The phished e‑mail account is then used to write to all the con­tacts in the account.

        There was also an increase in reports of attempt­ed fraud involv­ing the use of AI. Cyber crim­i­nals use AI-gen­er­at­ed images for sex­tor­tion attempts, pre­tend to be celebri­ties on the phone or car­ry out invest­ment fraud. Although the num­ber of reports in this area is still com­par­a­tive­ly low, the BACS believes that these are the first attempts by cyber crim­i­nals to explore the poten­tial uses of AI for future cyber attacks.

        Links to the BACS website

        > Half-year report 23/2

        > Strat­e­gy of the BACS

        Bro­ker Secu­ri­ty Forum
         29 August 2024

        Fur­ther information

        For bro­kers and customers

        Every com­pa­ny should pay close atten­tion to its secu­ri­ty — regard­less of whether it is a bro­ker or a pol­i­cy­hold­er. Cer­ti­fied secu­ri­ty providers offer valu­able sup­port here, from secu­ri­ty checks and eth­i­cal hack­ing to 24/7 monitoring.

        Selu­tion AG is one of sev­er­al secu­ri­ty providers. WMC has been work­ing suc­cess­ful­ly with these spe­cial­ists for sev­er­al years.

        Find here some infor­ma­tion about the ser­vices or con­tact roger.burch@selution.ch

        Secu­ri­ty Factsheet 

        Registration Security Forum 24

        Bro­ker Secu­ri­ty Forum 24
        29 August 2024

        Reg­is­tra­tion    extend­ed until 26 August 2024


        I am hap­py to take part in the event on site.
        (Please fill in a sep­a­rate reg­is­tra­tion form for each participant)

        Date: Thurs­day, 29 August 2024. 11.00–16.30 h
        Venue: Inno­va­tion Hub, by Sel­moni
                       Alio­th­strasse 4, 4142 München­stein BL 

                       (park­ing spaces avail­able and pub­lic transport)

        Pro­gramme

        My con­tact details:

          com­pli­ant

           

          safe

           

          dig­i­tal

          Automatic invoice dispatch

          Send­ing invoic­es by post is already a thing of the past in many com­pa­nies. At the same time, cus­tomer require­ments regard­ing the type of invoic­ing are increasing.

          Bro­ker­Star offers four options for send­ing invoic­es automatically:

          • Avail­able in the Bro­ker­Web cus­tomer portal
          • Dis­patch by e‑mail
          • Secure elec­tron­ic dis­patch with BriefButler
          • Elec­tron­ic trans­mis­sion to the Brief­But­ler mail cen­tre. This takes over the Print­out and dis­patch by post

          Auto­mat­ic dis­patch offers you the fol­low­ing advantages:

          You save mon­ey as there are no postage, paper, ton­er or enve­lope costs.
          You save time thanks to the fast & uncom­pli­cat­ed dis­patch of invoic­es
          You pro­tect the envi­ron­ment as there is no need for phys­i­cal paper despatch
          You can also send addi­tion­al PDFs as attach­ments
          Your cus­tomers can read invoic­es direct­ly in the sys­tem (PDF) thanks to the QR code
          You have com­plete con­trol, which vouch­ers have been sent, which are outstanding?

          About the invoic­ing process
          To the BriefButler
          Con­tact us

          Digital Eco Systems …

          Digital ecosystems as the basis for transformation

          Dig­i­tal ecosys­tems are a real suc­cess mod­el for most com­pa­nies. They offer the oppor­tu­ni­ty to make prod­ucts and ser­vices acces­si­ble across bor­ders and cul­tures via a cen­tral plat­form. How do dig­i­tal ecosys­tems work and what advan­tages do they offer companies?

          Accord­ing to the Fraun­hofer IESE Insti­tute, a dig­i­tal ecosys­tem is a socio-tech­ni­cal sys­tem in which com­pa­nies and peo­ple work togeth­er. Although the par­tic­i­pants are inde­pen­dent of each oth­er, they ben­e­fit from work­ing togeth­er. At the cen­tre of a dig­i­tal ecosys­tem is a dig­i­tal plat­form that enables cooperation.

          Fundamental factors for the success of an ecosystem

          • The cus­tomer takes cen­tre stage
            Suc­cess­ful dig­i­tal ecosys­tems are cus­tomer-cen­tric. This means that the ser­vices offered aim to make the cus­tomer jour­ney as pleas­ant as pos­si­ble. Infor­ma­tion is per­son­alised. Larg­er com­pa­nies gen­er­al­ly have a slight advan­tage here because they have more dig­i­tal touchpoints.
          • Data as a deci­sive fac­tor
            In a well-func­tion­ing dig­i­tal ecosys­tem, large amounts of data are avail­able that can be used for analy­sis pur­pos­es. This data pri­mar­i­ly relates to cus­tomers, part­ners and busi­ness process­es. This ben­e­fits an improved cus­tomer journey.
          • High agili­ty
            Dig­i­tal mar­kets are devel­op­ing extreme­ly dynam­i­cal­ly. This makes it all the more impor­tant for com­pa­nies to react agile­ly to changes and flex­i­bly adapt their own dig­i­tal ecosys­tem. Oth­er­wise, there is a risk of los­ing cus­tomers to com­peti­tors. Agile work­ing forms the basis for rapid deci­sion-mak­ing in order to inte­grate new tech­nolo­gies and estab­lish dig­i­tal busi­ness models.

          Dig­i­tal ecosys­tems now exist in many indus­tries. The large selec­tion of prod­ucts and ser­vices as well as the ease of use offer high added val­ue. This is the rea­son why suc­cess­ful ecosys­tems are grow­ing rapid­ly. The best-known exam­ple is prob­a­bly Ama­zon with its numer­ous sub­sidiaries and part­ner com­pa­nies. How­ev­er, the estab­lish­ment of a dig­i­tal eco sys­tem also rep­re­sents a prof­itable busi­ness mod­el with high devel­op­ment poten­tial for small and medi­um-sized companies. 

          These sys­tems are based on dig­i­tal plat­forms. They com­prise a wide range of ser­vices that are devel­oped in a user-ori­en­tat­ed man­ner based on the data obtained. All stake­hold­ers involved are con­nect­ed via a com­mon plat­form. These offer great ben­e­fits through the inte­gra­tion of var­i­ous ser­vices. The col­lec­tion of user data offers eco­nom­ic ben­e­fits through key fig­ures for the com­pa­ny and the basis for cus­tomer reporting.

          The typical phases in the life cycle of a digital ecosystem

          There is still no sen­si­ti­sa­tion to the top­ic
          The typ­i­cal start­ing point for many small and medi­um-sized com­pa­nies that have not yet dealt with dig­i­tal ecosys­tems is the impe­tus to look at how they work and the advan­tages and disadvantages.

          A plan exists
          The first thing to check is the fea­si­bil­i­ty of your mod­el. Many com­pa­nies that already have plans for a dig­i­tal ecosys­tem are work­ing with tech­no­log­i­cal or eco­nom­ic assump­tions that have nev­er been scrutinised.

          The chances of suc­cess were analysed
          The ecosys­tem should be reduced to the absolute­ly nec­es­sary func­tion­al­i­ties. Bring­ing the sys­tem online more quick­ly and thus receiv­ing rapid feed­back from users helps to run through sev­er­al iter­a­tions of the sys­tem in a short space of time and opti­mise the system

          The ecosys­tem is live
          In this phase, every­thing revolves around bring­ing as many new par­tic­i­pants into the ecosys­tem as pos­si­ble. This con­cerns end users on the one hand and part­ner com­pa­nies on the oth­er. Among end users, ear­ly adopters need to be won over, i.e. peo­ple who use new tech­nolo­gies much ear­li­er than the mass­es and thus act as opin­ion leaders.

          The first growth phase is com­plete
          Dri­ving growth and func­tion­ing, even if the sys­tem only has a few par­tic­i­pants at first, brings the first net­work effects, such as the acqui­si­tion of new part­ners who have been recruit­ed by exist­ing part­ners. Sim­i­lar­ly, end cus­tomers tell each oth­er about their pos­i­tive expe­ri­ences with their plat­form and thus pub­li­cise the project.

          Aim of a digital eco system

          The aim must there­fore be to large­ly auto­mate all process­es and there­by ensure the scal­a­bil­i­ty of your dig­i­tal eco sys­tem. The orches­tra­tor or oper­a­tor takes care of day-to-day oper­a­tions. They ensure that the eco sys­tem func­tions as it should and rec­ti­fy any faults prompt­ly. The col­lec­tion and analy­sis of cus­tomer data also falls under this area in order to improve under­stand­ing of cus­tomers and the company’s own users. Part­ners pro­vide cer­tain prod­ucts, ser­vices or tech­nolo­gies with­in the dig­i­tal ecosys­tem that are use­ful for both the plat­form own­er and its customers.

          A well-func­tion­ing dig­i­tal ecosys­tem offers you as a com­pa­ny a wide range of oppor­tu­ni­ties. The more part­ners and cus­tomers become part of your dig­i­tal eco sys­tem, the more pos­i­tive net­work effects will result. The prin­ci­ple can be explained using the exam­ple of the tele­phone: With the intro­duc­tion of a sin­gle tele­phone, the device has no ben­e­fit. This only aris­es through the pro­duc­tion of a sec­ond tele­phone. Now two peo­ple can com­mu­ni­cate with each oth­er. The num­ber of pos­i­tive net­work effects increas­es with each addi­tion­al tele­phone. This ben­e­fits users, phone man­u­fac­tur­ers and net­work providers alike.

          Sources:
          AHD Proact, 2022
          What are dig­i­tal ecosystems

          Fraun­hofer IESE Insti­tute, 2020
          Dig­i­tal ecosys­tems and plat­form economy

          IT-Matchmaker.news, 2020
          ERP as an enabler of dig­i­tal trans­for­ma­tion, Dirk Bin­gler

          Dirk Bin­gler has been involved in the Bitkom asso­ci­a­tion since 2014. His top­ics are the future of ERP sys­tems and their impact on dig­i­tal­i­sa­tion. He has over 20 years of expe­ri­ence in the inter­nat. envi­ron­ment at Siemens AG. 

          EcoHub / IG B2B core processes 03/2024

          Eco­Hub AG com­menced oper­a­tions on 8 July 2022. The insur­ance exchange plat­form is now oper­at­ed by a pub­lic lim­it­ed com­pa­ny spun off from IG B2B. In addi­tion to insur­ance com­pa­nies and some large bro­kers WMC IT Solu­tions AG as the only soft­ware man­u­fac­tur­er among the Investors. WMC thus reaf­firms its sup­port for digi­ti­sa­tion efforts in the industry.

          Bro­ker­Star by WMC is the bro­ker soft­ware that sup­ports most core process­es and thus empha­sis­es dig­i­tal lead­er­ship. (accord­ing to pub­li­ca­tion IG B2B from 24/03/2022)

          Press release IG B2B from 8.7.22

          Bro­ker­Star by WMC is the bro­ker soft­ware that sup­ports most core process­es and thus under­lines dig­i­tal lead­er­ship. (Accord­ing to the IG B2B pub­li­ca­tion of 24/03/2022)

               In brief

          • Launch of the Eco­Hub mar­ket­place on 31 March 2022
          • New on Eco­Hub since 1 July 2023: AIG, Groupe Mutuel, Elip­slife, Swiss Life
          • The pre­vi­ous «Giraffe» has been replaced by «Process­es» in EcoHub.
          • The IG B2B core process­es 3.x and 4.x are no longer valid from 1 Jan­u­ary 2024 (read here)
          • Below you will find a list of which insur­ers offer which ser­vices and
            Core process­es sup­port­ed (source IG B2B from 12/12/2022)
          Down­load list