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. 

    Making digitalisation work…

    For dig­i­tal­i­sa­tion to work, smooth inter­ac­tion is required of many play­ers such as stan­dard­i­s­a­tion body (IG B2B) plat­form providers (Eco­Hub, Sobra­do), insur­ers, bro­kers, pol­i­cy­hold­ers, banks, soft­ware part­ners (Sobra­do, bro­ker­busi­ness, ch, one Bro­ker, 3C Vor­sorge­por­tal), providers of third-par­ty soft­ware (account­ing pro­grams, tele­pho­ny, messaging).

    With a dig­i­tal bro­ker solu­tion, it is not enough to cre­ate a pro­gramme that can only map cus­tomer, pol­i­cy and claims data. It requires coor­di­na­tion and a lot of devel­op­ment work togeth­er with the oth­er play­ers. And final­ly, every­thing has to be thor­ough­ly test­ed. And yet, giv­en the large num­ber of play­ers, there are always cas­es that have not been con­sid­ered or where some­thing has changed at short notice. Dig­i­tal­i­sa­tion is there­fore a dynam­ic process and not the estab­lish­ment of sta­t­ic connections.

    rStar 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)

    WMC is tak­ing on a pio­neer­ing role here, with inten­sive col­lab­o­ra­tion with oth­er play­ers play­ing a major role in the over­all devel­op­ments. The prox­im­i­ty to these part­ners is a com­mit­ment to cre­at­ing seam­less process­es for the broker.

    Dig­i­tal Insur­ance Bro­ker­age
    by Bro­ker­Star

    Bro­ker­Star offers end-to-end dig­i­tal­i­sa­tion
    across pro­grammes and organ­i­sa­tions in order to
    work of the future to all those involved.

    Bro­ker­Star takes applic­a­ble stan­dards into account
    as well as mar­ket con­di­tions and cus­tomer requirements.

    Broker processes without media discontinuity

    New buzz­words often cause con­fu­sion. What is dig­i­tal­i­sa­tion, what are seam­less processes?

    The point is sim­ply that data only needs to be entered once and that this data can also be exchanged between dif­fer­ent pro­grams and also between dif­fer­ent organ­i­sa­tions. For exam­ple, why should I enter a customer’s tele­phone num­ber in address man­age­ment, in the tele­phone direc­to­ry, in Out­look and per­haps also in the account­ing programme?

    Unfor­tu­nate­ly, dif­fer­ent tech­nolo­gies of the indi­vid­ual pro­grammes and dif­fer­ent struc­tures of the data records hin­der the flow of data. What is pos­si­ble today with e‑banking, name­ly mak­ing a trans­fer from any account to anoth­er account, is still in its infan­cy in the insur­ance world.

    WMC is there­fore pur­su­ing pre­cise­ly this vision of over­com­ing all obsta­cles and pro­vid­ing bro­kers with the best pos­si­ble sup­port in their dai­ly work. The chain with the many sub-steps in and around Bro­ker­Star includes not only the exchange with insur­ance com­pa­nies and cus­tomers, but also the inclu­sion of the broker’s inter­nal work.

    Dig­i­tal Insur­ance Bro­ker­age
    by Bro­ker­Star

    Bro­ker­Star offers end-to-end dig­i­tal­i­sa­tion
    across pro­grammes and organ­i­sa­tions in order to
    work of the future to all those involved.

    Bro­ker­Star takes applic­a­ble stan­dards into account
    as well as mar­ket con­di­tions and cus­tomer requirements.

    Fur­ther infor­ma­tion on dig­i­tal processes:

    Secure mail dispatch

    Brief­But­ler — the dual solution

    Secure mail dis­patch
    In addi­tion to the secure dis­patch of poli­cies, invoic­es, payslips, invi­ta­tions or dai­ly mail, using the Brief­But­ler soft­ware opens up many more options for you to make your dis­patch process even more effi­cient and sim­ple and to per­fect­ly tai­lor it to your recip­i­ents. Brief­But­ler is data pro­tec­tion-com­pli­ant and is more than just SecureMail.

    Dual solu­tion

    Dual means twofold or two pos­si­bil­i­ties. And this is exact­ly what Brief­But­ler offers. Mes­sages and doc­u­ments can be sent elec­tron­i­cal­ly via a secure chan­nel or by post via Swiss print­ing and dis­patch ser­vice providers.

    Elec­tron­ic dispatch

    Fast dig­i­tal dis­patch — data pro­tec­tion com­pli­ant — 365 days / 24 hours. Secure login code for recip­i­ents by e‑mail or SMS. Trace­abil­i­ty of deliv­ery and open­ing. No sub­scrip­tion fees. Best price on the mar­ket for secure mes­sag­ing (Secure­Mail).

    Dis­patch by let­ter post

    Do you have recip­i­ents who do not want elec­tron­ic deliv­ery? No prob­lem. You can for­ward the message/documents to the Mail Pro­cess­ing Cen­tre. This cen­tre will take care of print­ing, envelop­ing and sending

          Ser­vice included.

    • Send­ing doc­u­ments and messages 
    • Data pro­tec­tion com­pli­ant accord­ing to nDSG / DSVGO
    • Cer­ti­fied accord­ing to ISO 9001, 14001, 27001
    • Dis­patch from Bro­ker­Star, iOffice
    • Send­ing from Word and Outlook
    • Inter­face API to oth­er programmes
    • Dis­patch either elec­tron­i­cal­ly or by post
    • Selec­table secu­ri­ty level
    • Sig­na­ture optional
    • Costs from CHF 0.41 per consignment
    • Billing only after actu­al dispatch
    • Most favourable price on the market
    Brochure 
    Data protection 
    Word Plugin 
    Price list 

    BrokerStar and SIBA

    SIBA recent­ly decid­ed to open up its mem­ber­ship to relat­ed indus­tries. WMC IT Solu­tions is delight­ed to now be able to trans­form the pre­vi­ous­ly infor­mal col­lab­o­ra­tion into an offi­cial sta­tus.

    WMC will sup­port SIBA’s goals of high qual­i­ty bro­ker ser­vices and make it eas­i­er for bro­kers to work with dig­i­tal process chains. 

    WMC has been a mem­ber of IG B2B from the very begin­ning and is the only soft­ware man­u­fac­tur­er to be a share­hold­er in Eco­Hub AG. This is linked to the com­mit­ment not only to imple­ment all avail­able stan­dards from the out­set, but also to dri­ve for­ward dig­i­tal­i­sa­tion in the insur­ance industry.

    Greet­ings
    Samuel Knoepfel,     Man­ag­ing Direc­tor SIBA

    Our part­ners

    Data security, data protection (nDSG)

    Data secu­ri­ty and data pro­tec­tion are play­ing an increas­ing­ly impor­tant role. A cyber attack or data breach usu­al­ly has seri­ous consequences.

    It is there­fore more impor­tant than ever to pro­tect, back up and store data secure­ly. On 1 Sep­tem­ber 2023 the new Swiss Data Pro­tec­tion Act (nDSG) came into force, which also result­ed in adjust­ments to data stor­age. Bro­ker­Star and Bro­ker­Web are pre­pared for this.

    Data secu­ri­ty deals with the gen­er­al pro­tec­tion of data and doc­u­ments. Thus, secu­ri­ty in any form falls under the term data secu­ri­ty, as does per­son­al data. The Data pro­tec­tion on the oth­er hand, relates exclu­sive­ly to the stor­age and use of per­son­al data, at least as far as the legal pro­vi­sions are concerned.

    Data secu­ri­ty and data pro­tec­tion there­fore pur­sue the goal of secur­ing data of all kinds against threats, manip­u­la­tion, unau­tho­rised access or knowl­edge. Ana­logue and dig­i­tal mea­sures can be tak­en to achieve this. First of all, there are tech­ni­cal and organ­i­sa­tion­al mea­sures, which are also used in the con­text of data protection.

    In the dig­i­tal sec­tor, the imple­men­ta­tion of IT secu­ri­ty solu­tions in the form of virus scan­ners, fire­walls etc. con­tributes to the secu­ri­ty of data. Phys­i­cal mea­sures, on the oth­er hand, include access con­trols, fire­proof fil­ing cab­i­nets or safes for sen­si­tive and con­fi­den­tial doc­u­ments. Data back­ups, such as the cre­ation of back­up copies on a sep­a­rate stor­age medi­um, are also essen­tial. A sol­id net­work infra­struc­ture and reg­u­lar updates are the basic pre­req­ui­sites for achiev­ing data secu­ri­ty goals. Data pro­tec­tion, on the oth­er hand, is essen­tial­ly about how per­son­al data is used and stored.

    It is there­fore impor­tant to take organ­i­sa­tion­al and per­son­nel pol­i­cy pre­cau­tions to ensure a high stan­dard of secu­ri­ty with­in the com­pa­ny. Employ­ee train­ing and fur­ther edu­ca­tion, as well as the deploy­ment of spe­cial­ists such as IT secu­ri­ty offi­cers and data pro­tec­tion offi­cers, con­tribute to data secu­ri­ty and are some­times manda­to­ry for com­pli­ance rea­sons. IT secu­ri­ty and data pro­tec­tion offi­cers are ded­i­cat­ed to analysing poten­tial secu­ri­ty gaps in your com­pa­ny and cre­at­ing appro­pri­ate mea­sures to achieve the data secu­ri­ty objective.

    The terms are there­fore not only close­ly linked, but also influ­ence each oth­er. For exam­ple, com­plete data secu­ri­ty can­not be achieved with­out data pro­tec­tion mea­sures, as oth­er­wise per­son­al data may not be ade­quate­ly pro­tect­ed. On the oth­er hand, com­pre­hen­sive data secu­ri­ty mea­sures are a pre­req­ui­site for effec­tive data pro­tec­tion in accor­dance with legal require­ments and best practice.

    The fol­low­ing aspects of the new Data Pro­tec­tion Act are important:

    • Keep track of exact­ly what data is being processed and for what pur­pose. You can pro­vide infor­ma­tion about this at any time and avoid unpleas­ant surprises.
    • Crit­i­cal­ly review the col­lec­tion of per­son­al data. What is effec­tive­ly nec­es­sary for you?
    • Reduce the query cri­te­ria for your cus­tomers to a minimum.
    • Restrict inter­nal data access in the com­pa­ny to as few peo­ple as possible.
    • Check your pri­va­cy pol­i­cy in detail and amend it if necessary.
    • Check and improve the tech­ni­cal default set­tings and user-friendliness.
    • Train your employ­ees to sen­si­tise them to the impor­tance of the topic.

    Details on the new data pro­tec­tion law can be found here  and on the offi­cial site of the fed­er­al government

    Sources, Profi Engi­neer­ing, 2021, SME dig­i­tal­i­sa­tion 2022, Data pro­tec­tion part­ner 2022, www.admin.ch

    Tem­plates and doc­u­ments   (Sources: SIBA, IG B2B, WMC)

    Data processing 

    Word template 

    Portal utilisation 

    Word template 

    Secure Mail 

    PDF document 

    IG B2B nDSG 

    Presentation 

    Ten cool functions

    1

    Work­ing in mul­ti­ple win­dows (brows­er tab). Edit sev­er­al at the same time by jump­ing from one win­dow to anoth­er. Indi­vid­u­al­i­sa­tion Many set­tings such as view, fil­ters, etc. Page adapts to the device (respon­sive).

    2

    The four lan­guages Ger­man / French / Ital­ian / Eng­lish can be set indi­vid­u­al­ly for each user as well as for each cus­tomer and com­bined as desired. 

    3

    Auto­mat­ic Syn­chro­ni­sa­tion with mail pro­grams (e.g. Microsoft 365) for cal­en­dars, tasks, con­tacts and incom­ing and out­go­ing mail. Not to for­get the Tele­pho­ny inte­gra­tion incom­ing and outgoing.

    4

    The extend­ed File man­ag­er allows you to save poli­cies, invoic­es, quotes and any doc­u­ments and cre­ate cus­tomised file struc­tures as in Explor­er. Doc­u­ments can also be made acces­si­ble to customers.

    5

    Access at any time from all over the world with any device, with any brows­er in any oper­at­ing sys­tem via a secure data con­nec­tion. No instal­la­tion on the device necessary.

    6

    The com­plete­ly new Bro­ker­Web Cus­tomer por­tal offers a cus­tomer jour­ney with exchange of infor­ma­tion, doc­u­ments, process­es and reports con­ve­nient­ly in both direc­tions. Sup­ports the design of the bro­ker and is expandable.

    7

    Mul­ti-fac­tor authen­ti­ca­tion (MFA) ensures a secure login. For access to Bro­ker­Star and Bro­ker­Web, this is con­fig­ured for each cus­tomer with a sin­gle click. Secu­ri­ty and data pro­tec­tion (nDSG 2023) at the high­est level.

    8

    Inter­faces enable the con­nec­tion to third-par­ty pro­grammes. These are avail­able as stan­dard for many appli­ca­tions. (Sobra­do, 3C, One Bro­ker, bro­ker­busi­ness, Aba­cus, Sage …)

    9

    Process­es with­out media dis­con­ti­nu­ity, Work­flow is the name giv­en to auto­mat­ed work­flows that exe­cute a series of actions with­out man­u­al inter­ven­tion, e.g. invoice process, man­date, poli­cies, etc. Work­flow sup­port in the stan­dard system.

    10

    The five-stage Report­ing allows cus­tomised auto­mat­ed reports, charts, dash­boards and cock­pits in addi­tion to the stan­dard eval­u­a­tions as a com­pre­hen­sive Man­age­ment Infor­ma­tion Sys­tem. Also direct­ly in BrokerWeb.

     

    Making calls with BrokerStar / iOffice

    The com­plete solu­tion
     In addi­tion to the WMC soft­ware, as a cus­tomer you need a tele­phone con­nec­tion and a 3CX tele­phone sys­tem. This can be pro­vid­ed by you or by a tele­phone provider. WMC offers the entire solu­tion from a sin­gle source. In addi­tion to the con­ve­nience and great reli­a­bil­i­ty, you ben­e­fit from sig­nif­i­cant­ly reduced tele­phone costs. The co-oper­a­tion with sip­call and WMC have been in exis­tence for around 20 years.

    Call­ing with Bro­ker­Star and iOf­fice is now avail­able.
    Not only does dialling a tele­phone num­ber in the pro­gramme auto­mat­i­cal­ly cre­ate the con­nec­tion. For incom­ing calls, the sys­tem also recog­nis­es a saved num­ber and auto­mat­i­cal­ly opens the cor­re­spond­ing cus­tomer win­dow. The solu­tion cur­rent­ly works exclu­sive­ly with the pop­u­lar 3CX tele­phone sys­tem. The low costs make this use­ful option a highlight.

     

    The three com­po­nents of the solution

    1. voice over IP (VoIP)

    Since 2019, tele­pho­ny in Switzer­land has been made exclu­sive­ly via the inter­net. New meth­ods recog­nise whether calls or data are involved. In most cas­es, all com­mu­ni­ca­tion is trans­mit­ted via the same connection.

    2. com­put­er inte­grat­ed telephony

    Just as com­put­er data can con­tain a link to a web­site or an e‑mail address, direct links to a tele­phone num­ber are also avail­able. Click­ing on them cre­ates a con­nec­tion direct­ly to the VoIP-based tele­phone net­work or via a tele­phone sys­tem. This can be locat­ed any­where on the Internet.

    3. the CTI soft­ware solution 

    WMC pro­grammes such as Bro­ker­Star or iOf­fice have inte­grat­ed tele­pho­ny. The only link required is a com­pat­i­ble tele­phone sys­tem. Con­nec­tion to a 3CX is avail­able as stan­dard. This con­nec­tion option is also rec­om­mend­ed for Teams tele­pho­ny. Inter­faces to oth­er sys­tems can be cre­at­ed if required.

    Down­load brochure 
    Com­plete tele­pho­ny package 
    Test 3CX telephony