Insurance and leasing
Insurance broker software: less retyping, more time with clients
For insurance and leasing brokers. We make documents, due dates and comparisons stop depending on retyping and notes. The broker decides.
Or call: +359 878 940 990
Where a broker loses time.
A broker works with documents, due dates and other people’s money. That is why a wrong digit and a missed call cost more than they seem to. Here are five situations and what we would change.
BeforeData from the registration document is retyped into a form and a quote. One wrong digit means corrections.
AfterData is read from the document, and anything illegible is left for the broker.
BeforeWhom to call about a renewal or instalment is pieced together from a list, notes and calls.
AfterA daily list by due date shows whom to call. A paid instalment does not stay on it.
BeforeQuotes from calculators and portals are collected in a table. The lowest price often comes with a different deductible.
AfterQuotes are lined up on comparable terms, with a date and source. An incomplete one is flagged and not declared the best.
BeforeBank payments are matched with instalments by hand. One payment for several policies or an incomplete number blocks the “paid” status.
AfterThe system suggests matches with a visible source, and differences wait in a list. Nothing is booked without a person.
BeforeFor leasing, documents for the applicant and the asset are collected, then offers are compared. The same instalment can hide a different term and fees.
AfterA file with received, missing and checked status, and a comparison of the offers received. We do not calculate approval odds and submit nothing by ourselves.
What we would build
- A risk draft from the document, with illegible fields marked.
- A daily queue by due date, payment and owner of the next action.
- A table comparing quotes on comparable terms.
- Suggested payment matches, with a queue for the differences.
- A leasing file with a checklist per partner.
How we start
- Meeting
One meeting about your real day: who sends what to whom and where time is lost.
- Demo
You see a working demo on examples from your own work before you decide.
- Build
We build the system on your data and your documents. It is yours.
A person decides.
We do not issue a policy, move money or send notices by ourselves. A quote’s price comes from an authorised source, not from AI by memory. The broker approves every step that leads to the client or to money.
Related
Tell us what hurts.
We start with one meeting where we listen first. Write to us or call.
Or call: +359 878 940 990