24Broker.ro
What is this?24Broker.ro is an IT solution that targets insurance brokers and their problems related with managing information regarding their partners, insurance policies, agents and their activities. Tracking and interpreting each agent activity becomes as easier as never before.
Who Should Attend?
Especially small companies and medium-sized companies whose object of activity is the work of the Insurance Broker.
For what purpose?
Increasing company profitability through efficient business management and sales activities, strengthen existing client relationships, tracking policy and the stock already concluded by the draft bill, the possibility for managers to have an overview of the business..
Key Features:
- Policy Management
- Receipt Management
- Management of own network units
- MLM (Multi level marketing) / Agent Management
- Slip/bordereau Generation
- Commissions and Bonuses
- Outstanding alerts and Termination
- Access levels
- Reports (including the CSA) and statistics
