Tailored to the needs of your brokerage
Parameterizable environment
- Control panel that allows configuration and customization of the system: payment methods, pre-configured templates (multi-pricing, office suite, email…), lists, email accounts, logo…
- User access with the creation of complex organizational and commercial structures, through the definition of roles and profiles, which control both access and the business operations of the brokerage.
Audited and certified in accordance with data protection regulations.
Complete policy cycle
- Customer management, insurance contracts and after-sales services (receipts and claims).
- Multi-module operation with accessibility and navigation between them.
- Intuitive data capture forms, with information organized from the broker's perspective.
- Cross-cutting document management at critical points of the application, supporting different types of formats (image, pdf, video, email…) for later search, viewing or sending.
- Reporting through the combination of search criteria with the selection of different fields.
Specialized management according to risk type
- Identification of regularizable and floating amounts with definition of capital tables, control of maturity dates and automatic generation of communications.
- Identification of groups of both people and vehicles, individual and collective, with management of registrations and cancellations, certificates, coverage control…
- Definition of coinsurance table.
- Data capture forms according to policy type.
Commercial management
- Centralized information on clients and candidates with extensive details of their preferences.
- Customer segmentation to identify needs and offer personalized services.
- Planning and monitoring of actions, objectives and commercial campaigns.
- Identifying business opportunities and cross-selling from the existing portfolio.
Business control
- Functionalities for controlling key business aspects such as pre-portfolio and portfolio receipt, amounts to be paid to companies, invoiced commissions, pending requests…
- Visualization of information using different types of filters: branches, dates, companies, clients…
- Extracting information in different formats: pdf, excel, csv…
- VeriFactu regulatory compliance.
Management and control of teamwork and communications
- Record of actions to be performed through tasks, as well as their follow-up through incidents and work logs.
- Association of tasks and incidents.
- Assigning tasks to other users and monitoring execution.
- Unified visualization of all interactions.
- Sending and receiving emails integrated with Outlook, association with business elements, and storage in document management.
- Sending SMS messages, Twitter messages, push notifications…
