I-Broker
Using the I-Broker Insurance Front and Back Office system, you can cover all work processes of the brokers, from preparing quotes through managing policies to accounting commissions. Our system greatly simplifies the administration activities performed by brokers, it allows them to serve their clients faster and make their business processes measurable. The product family is easy to customize and is structured in a modular fashion, so all brokers can create a system that fits best to their needs.
The benefits of I-Broker:
- Modular, you only need to implement the parts you actually want to use
- Customizable - an indispensable function for all brokers
- Web-based, so that it can be accessed from any computer connected to the Internet
- User-friendly - anybody can easily learn to use it
- Safe - data can only be seen by those authorized
Key functions of the I-Broker front module:
- Fee calculation and quote preparation with multiple insurance companies, depending on the insurers the given broker is affiliated with
- Sophisticated access control
- Internal statistics
- Searching, viewing, editing, archiving and duplicating the policies entered
- Passing data to other back office systems
- Uploading custom documents
- Creating policies from existing quotes
Key functions of the I-Broker back module:
- Filing documents
- Managing corrections
- Forwarding quotes to the insurance company, even in electronic format
- Processing the quotes sent from the I-Broker Front Office or other front office systems automatically or semi-automatically
- Inputting other quotes manually
- Policy management
- Commission calculation
- Portfolio reconciliation
- Electronic posting
- Statistics and reports
- Management information system
