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Short-Term Broker
The Short-Term broker solution is aimed at professionals providing short-term and general insurance solutions from one or more
product providers to their clients.
The Short-Term Broker solution provides you the following functionality:
Core tasks
- Comprehensive data capture for fact finds.
- Standard list of reports and the ability to tailor and create custom reports
- Ability to associate as many addresses, attachments and related parties to each client
- Automated personalised templates for letters
Broker specific functionality:
- Allows you to create policies, including sections, covers, extensions, discounts, loading, endorsements & amendments
- Claim tracking
- Full audit of any changes to policies
Work flow management
- Manage activities, assign tasks to team members, automated reminders
- Task scheduling and client contact by email, letter or fax
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Next steps
Need an enterprise solution?
If you're an enterprise with locations and advisors spread throughout the country, contact us
to discuss our enterprise edition, which includes our administration and replication technologies. |
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