An essential management tool to ensure a 360° vision of your customers.

With this central module, the essential functions of the broker profession are delivered.

So you can quickly organize your master data management.

This module already offers features as standard that you won't find anywhere else.

Brokin

  • Management of Customers, Companies and Dedicated Collaborators
  • Insurance Contract Management
  • Customization of configurable data by branch for insurance contracts
  • Management of claims, service provider invoices, IPG, loss rate
  • Task and Process Management
  • History of data changes
  • Compensation Management: per company, per branch, per agent
  • Importing Ecohub data: premiums, brokerages, summons.
  • Periodic statements and control of non-receipts
  • Budget monitoring
  • Establishment of periodic statements for agents.
  • Calculation of the yield by customer, by holding or other groups of addresses.
  • Timesheet: monitoring of the time spent per file, per collaborator.
  • Generation of Processes and Follow-up of Accounts.

Additional benefits

  • Integrated document management (Word, Excel, Excel, Outlook, PDF, etc.)
  • Multilingual email templates, text templates, inventory templates, bonus templates, etc.
  • Emails are filled directly from the program and filed automatically.
  • Possibility to create your own portfolio inventories, your audit and portfolio analysis documents, your personalized visit reports.
  • Process creation: sequence of mandatory related tasks (new mandate, call for tenders, LPP membership, etc.)