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Benchmark of Madelin pension management spaces
(TNS)

240 Pages

French

PDF

Release :

2022-11-28

Comparative study of a dozen pension management spaces (web & mobile application) made available to TNS policyholders among the main market players

AUTHOR

Stéphanie RIBAU

Studies project manager

  • Analyze and compare the pension web management spaces made available to TNS policyholders from a dozen establishments among the different categories of stakeholders: associations, insurance companies, brokers

  • Highlight the most common transversal and management functionalities, those the most innovative/differentiating and identify the players in the market who are falling behind or, on the contrary, ahead of others

  • Report the information made available to policyholders regarding prevention in private spaces

  • Identify practices in terms of upscaling and multi-equipment within these spaces (proposals for complementary contracts on a professional and/or individual basis, possible rebound on contracts and services intended for TNS with employees)

Objectives of the study

I. MANAGEMENT SPACES ON THE INTERNET

1. Cross-functional functionalities Login page - Home page - Personal data - Contact methods

2. Management functionalities Information relating to the contract - Claim declaration - Contributions and payments - Other possible actions on the contract

3. Features related to risk prevention

4. Commercial practices Upgrading - Multi-equipment


II. MOBILE APPS

1. Cross-functional functionalities Login screen - Home screen - Personal data - Contact methods

2. Management functionalities Information relating to the contract - Claim declaration - Contributions and payments - Other possible actions on the contract

3. Support services

4. Commercial practices Upgrading - Multi-equipment

Companies analyzed

Study methodologies

Comportements et attentes
des assurés
vis-à-vis de leurs espaces clients

Comportement et attentes des français en matière de prévention habitation

Benchmark des espaces de gestion en épargne salariale et retraite collective

Benchmark des pratiques de vente d’assurances prévoyance individuelles en agence

Insurance companies:

  • Bee

  • Allianz

  • GAN

  • Generali

  • The Medical

  • MACSF

  • Swisslife

Associations:

  • AGIPI

  • UNIM


Brokers:

  • April

  • Entoria

  • SPVie

Scope of study

Comparative study of a dozen web customer areas on PC and mobile applications allowing TNS to consult and manage their professional pension contract.

Collection of information

The collection of the information necessary to carry out this study was carried out by recruiting professional panelists who agreed to provide us with their username and password allowing access to their customer area.
The screenshots were taken by us.
The collection of information (screenshots) was carried out between September and October 2022.
The screenshots were archived after masking confidential elements (identity of the panelist).

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