Description: Our insurance broking management software helps specialist brokers reduce operating costs, increase competitive advantage and gain business insight
insurance broker software (8) insurance agency software (8) insurance broking management software (2) insurance policy administration software (2) cloud based insurance software (2)
Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing.
Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters.
Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation.