Overview
BrokerEdge is an advanced insurance broker software that provides core automation and connectivity to brokers enabling them to meet evolving customer expectations, manage their commissions, gain greater operational efficiency and stay relevant in an era of the rapid proliferation of alliances between insurers and smart tech firms. Break the chain of reliance on excel sheets and take a backseat, while technology changes the gears of your broking business.
Key Features
- Single View of All Customers
- Digitalize Your Operations
- Increased Efficiency and Productivity
- Refined Process Automation and Management
- Direct Communication with Insurance Carriers
- Better Customer Relationship
Key Benefits
·Product Administration – Manage the product as per your convenience and needs.
·Policy Administration – Organize the Insurance Policy over-view at one dashboard with maximum efficiency.
·Claims Processing – Automate the claims process with the accuracy of digital outlook.
Dashboard &Reporting – One-screen view for all customer interactions enhancing selling opportunities.
·CRM – Documentation of customers and prospects to track smooth operations for insurers.
Digital Document Repository – Replace filework with DDR to accelerate data analysis from efficient data documentation.
·Accounting – Operational accounting mechanism to look over the flow of income and expenditure.
·Customer Portal – Enhance customer engagement with self-service portal for customers.
·ProducerPortal – Secured access to producers of your business for managing commissions accurately.
·Mobile Application Platform– Mobile app for customers to update information,Check policy status, & report claims round the clock.