Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time!
Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage
All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze
While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.While most agent focus on lead management and just selling to leads, inharmonious relationship with clients in many cases results in clients moving to another broker.
Since most of the client needs multiple type of Medical, Life, Property, Travel etc effective client management is pivotal to repeat sales and cross sells.
The lead management module of Broksy is a powerful solution to automate and enhance the most inconsistent, dis-organized and error-prone processes involved in acquiring and tracking leads through their entire life-cycle.Broksy lead management allows you the following
Keep a pool of policy classes and rates organized. Browse a list of policies sorted by Client Name, Policy No, Policy Class, Insurance Company & Renewal Date.
Auto generates renewal notices and risk notes.
New insurance products can be entered into the system quickly and easily.
No IT knowledge is necessary
Claims creation, tracking and management forms a part of the core general insurance broking process. It is a cost center for the broker to generate goodwill with the customer. However this module helps to reduce the cost of processing, by automating routine and mundane tasks. This module handles all aspects of claims management including claimant information tracking, damage inspection information and claim settlements. Claims Management module does the following:
Broksy Invoicing provides an integrated and simple to use platform for creating and keeping track of client payments and invoices. Easy to use tool for creating invoices, voiding them and issuing receipts.
Know when payments & vehicle inspection are due
A Daily summary email that will update you on the status of your alerts.
overdue Bills, Bills for collection, Renewals, Birthdays, Tasks, Reminders
All server communications are totally encrypted and safe.
Get Quick access to information, charts and common tasks
Setup payment schedules, enter payments received and track missing commissions
We keep all policies, objects related documents and photos online, so you can access them at any time.
Manage tasks efficiently & Automatically link tasks to leads / clients
Create Notes related to leads / clients in general
Send bulk emails and SMSes to leads / clients & stay in constant touch
Check for Traffic, Speeding & Parking fines
Reports are avilabe to track sales, leads sources & commission
From initial implementation to ongoing technical support, we’re here when you need us most.