Todays Insurers and Insurance Brokers continue to face market changes, and are constantly facing challenges. Whether it be customers expectations in terms of products and service, how they obtain and utilize their information for informative business decisions, or managing risk and regulatory complexities. We help insurance organizations manage information easily and comply with regulations while providing instant access to important documents and information.
” We Have You Covered”
CHALLENGES YOU EXPERIENCE
- Content sprawl.
- Content chaos.
- Lack of visibility across the organization.
- Risk of the information landing in the wrong hands.
- Client retention.
- Working across multiple systems.
- Time wasted on trying to find relevant documents and information.
- Inefficiencies in document creation.
- Frustration with outdated processes and systems.
BENEFITS WE PROVIDE
- A 360-degree view of the client and policy, no matter what insurers you may be representing
- Store documents and information securely.
- Find what you need instantly.
- Review and approve claims tracking, endorsement and renewals faster.
- Enhanced visibility into data and processes.
- Mitigate risk and ensure industry compliance, including POPI Compliance.
CRM For Insurance Brokers
EASY STARTER PACKStore Client Documents and emails – Easily
Automate Business Processes – Effectively
Manage Information – Securely
Ensure Industry Compliance – Hassle Free
Policy Admin Integration – Available
Manage the information, documents and processes that are not only needed by the Insurer but also those that are key to the success of the Broker.
We are proud members of the Insurance Institute.
