Oqto Insurance lays the foundation for tailored advice with eBlinqx

Oqto Insurance was launched as part of Oqto Advisors* on Jan. 1, 2025. Evelien Hoffstedde manages the back office of the insurance agency. "I have seen many system houses and their solutions go by, but none come close to eBlinqx. Add to that the fact that a lot is invested in the further development of the software and then you know you have a tool that you can do great things with now and in the future."

Evelien: "We are starting Oqto Insurances from scratch, also in terms of the software that will support us. Based on the past few years, I know what I want, but also what I don't want. Software has to be structured and orderly, I like that. It must make my work easier and relieve us of some of our worries.

User-friendliness plays a role here, but also the ability to automate activities. For example, when recording and updating relationship data that you also need to be able to easily trace and retrieve. We want to actively use as much data as possible to make our service as personal as possible and to better match the needs of our relationship."

Evelien: "Despite the fact that we have only just started, we have already welcomed more than 250 relations. For all these relationships we have created a file in eBlinqx in which actions, agreements and additional information are recorded. The same applies to communication. Among other things, we do this with forms that we make available through the linked portals provided by Blinqx. This way the information is securely available to us and our relation at any time through the personal portal."

André: "With eBlinqx you have a platform that supports you in all areas. You can use it to make comparisons, quotations and advisory reports and forward them directly to the insurer's system. You offer the quotation through the personal portal, the client puts a check mark/digital signature for approval and we forward it to the insurer. This is not only secure and therefore compliant with laws and regulations, but it also saves a lot of time.

Another example of the efficiency of eBlinqx is that you can put everything in the product overview at the relation level, including contracts that are not running with you. This gives you a good overall picture of the relationship and you don't have to keep asking for the obvious."

Evelien: "Our work is not only about efficiency. What I find a nice eBlinqx functionality is the birthdays: when I start up in the morning I immediately see who has their birthday. André then contacts me to congratulate me. Now we can still do it that way, but when we may receive even more relations, this too can be sent automatically from the workflow in the form of a digital card."

In the end, we have only just begun to explore the possibilities of eBlinqx, but we can definitely recommend a (switch) to this platform. It has brought us what we expected - and more. The accessibility of the support desk is also super. With eBlinqx we can give substance to active, warm relationship management and that fits perfectly into the vision of our office.

* Oqto Advisors has locations in Haaksbergen and Lichtenvoorde. With 15 employees, it provides a variety of services for complete business administration. Besides financial administration, payroll, tax advice, business consulting, compilation of financial statements and secondment to support companies, it can now offer a total service to its relations with the addition of insurance.