Flexperto

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

Customer Engagement Growth 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

At a Glance

Founded: 2012
Headquarters: Berlin, Germany
Employees: 11-50
Funding: Acquired

Category & Focus

Category: Customer Engagement
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