VSoft Insurance Broker – software for an insurance broker
The solution is used to automate and improve processes related to insurance broker activities.
The VSoft Insurance Broker application helps to manage relationships with clients, insurance processes, as well as analyze insurance data. The system improves the functioning of an insurance broker, which translates into higher quality of services and better profitability of operations.
+ 50 000
requests for proposals prepared fot the year
50% less time spent preparing a request!
Advantages of implementing VSoft Insurance Broker
Additional advantages of the solution:
- integration of processes for handling various types of insurance in one system,
- increase in the efficiency of supported processes and guarantee of high quality customer service,
- reduction of insurance post-sales service costs,
- the possibility of customizing functionalities,
- a package of ready-made document templates and validation of completed fields.
Flexible system configuration
Reduction of post-sales service costs
Preparation of broker slips
Register of policies and insurance items
Automatic report generation
Commission settlement and invoicing
The application of VSoft Insurance Broker
Take advantage of every sales opportunity
Aiming at a successful sales process, it is crucial to sense the right moment to make an offer. The VIB application allows to check at what stage of purchase each lead is.
In the client’s panel, the broker has an overview of the entire history of contact with the client. All related documents are also stored there. A view of current sales opportunities allows to quickly analyze actions, check the effectiveness of steps taken and eliminate mistakes at any time.
An additional advantage of the application is its integration with the Central Statistical Office database, so that the data of a new potential contractor can be entered with a single click. Once a potential contractor is reclassified as a legitimate contractor, you can, for instance, prepare an insurance scheme and send requests to insurance companies.
A new level of work organization in a brokerage firm
When working with customers, the most vital issues are service time and the security of stored information. Combining the above goals, we have developed a workflow module to run the customer service process in the best possible and ergonomic way.
The module is the center for planning and organizing the work of employees. Each broker has an individual calendar, allowing, for example, to schedule contacts with clients or Insurance Companies. In the system, we have provided the possibility of individually arranging the dates for a task to generate reminders about upcoming events.
The manager of the brokerage company can create separate tasks for employees, as well as see the progress of all tasks.
The VIB application supports teamwork – tasks can be assigned to multiple users, who can additionally be divided into teams and allocated to work on specific cases. Shared time management is facilitated by providing views of co-workers’ calendars and their workload.
Interview with Michal Batycki, CEO of Crafto Brokers
5 reasons to choose VSoft Insurance Broker
Customer Support and Training Materials for VIB