# Flexperto

> Browser\-based digital consultation platform for insurance and financial services enterprises

## At a glance

| Field | Value |
| --- | --- |
| Category | Customer Engagement |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | Berlin, Germany |
| Founded | 2012 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Acquired |

## Overview

Flexperto is a digital client consultation platform for insurance carriers, banks, and financial services firms in Europe, primarily serving the DACH region (Germany, Austria, Switzerland). The platform enables remote advisory sessions between enterprise representatives and their clients without requiring any client-side software installation.

The product suite includes browser-based video consultations via WebRTC, online appointment scheduling, e-signatures compliant with European regulations, AI-powered session transcription, and post-consultation customer feedback collection. All functionality operates in the browser and integrates with CRM and contact center systems including Salesforce, Genesys, and Vonage. The platform is ISO 27001 certified and hosted entirely in Germany for GDPR compliance.

Flexperto was acquired by RGI Group -- an Italian insurtech backed by private equity firm Corsair Capital -- in April 2021, which extended the platform's reach into Italy and France. As of 2026, the company serves over 100 enterprise customers with more than one million consultations processed on the platform. Flexperto announced in early 2025 that it will discontinue the platform by end of 2026 and is supporting customers in migrating to alternative solutions.

## Products & services

### Flexmeeting \-\- Video Consultation

Browser-based video meeting platform for remote client advisory sessions using WebRTC technology, requiring no client-side download or plugin installation. Includes document co-review and session recording.

**Key features:**

- WebRTC delivery running entirely in the browser
- Collaborative document sharing during live sessions
- Session recording for compliance and quality review

*Target users:* Insurance and banking advisors conducting remote client consultations

### Appointment Scheduling

Online booking tool enabling clients to schedule consultations through multiple channels. Connects to advisor calendars and feeds into the consultation workflow.

**Key features:**

- Multi\-channel scheduling across digital touchpoints
- Advisor calendar integration for real\-time availability
- Automated confirmation and reminder messaging

*Target users:* Enterprise contact centers and advisor teams

### E\-Signature Service

Digital contract signing tool compliant with European e-signature law (eIDAS), enabling binding agreements within a consultation session.

**Key features:**

- Legally binding signatures under European eIDAS regulation
- Embedded in the consultation flow for in\-session execution
- Audit trail and document retention

*Target users:* Carriers and financial advisors completing client agreements remotely

### Flexcorder \-\- AI Transcription

Automated transcription and summarization tool that captures session content and generates structured meeting notes using AI.

**Key features:**

- Real\-time transcription during consultations
- AI\-generated meeting summaries
- Integration with post\-session workflows

*Target users:* Advisors and managers requiring structured session documentation

### Beratungscheck \-\- Customer Feedback

Post-consultation client satisfaction tool integrated into the advisory workflow for structured quality measurement.

**Key features:**

- Automated feedback collection after each session
- Structured satisfaction scoring
- Integration with enterprise quality management processes

*Target users:* Insurance and banking quality management teams

## Category & focus

- Subcategories: Video Consultation, Appointment Scheduling, E\-Signature, AI Transcription, Customer Feedback
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial
- Target customers: Carriers, Brokers

## Links

- Website: <https://flexperto.com/>
- Directory profile: <https://insurtechlist.com/companies/flexperto/>
- Blog: <https://flexperto.com/en/blog>
- Careers: <https://flexperto.com/en/careers>
- Linkedin: <https://www.linkedin.com/company/flexperto-gmbh>
- Press/news: <https://flexperto.com/en/press-releases>

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*Last updated: 2026\-07\-15*