Amity iBroker for Insurance Brokers
Amity iBroker is comprehensive insurance management software for insurance brokers enabling in the design of customised and personalised insurance solutions for customers. It leverages cutting edge technology combined with their knowledge and experience for increase and retention of business for different customer segments. Amity iBroker helps the insurance brokers perform this role effectively and efficiently.
360° Control of Brokerage
Brokers are middlemen between the insurance company and the customers and act as a representative of the customers. For a broker to succeed, they need to present their customers with the best deals in insurance, provide a seamless experience, and complete all the tasks quickly. Therefore, a software solution designed for the brokers takes into account all the factors governing a customer relationship and keep brokers updated with the evolving business models. With our software suite, you can provide the customer with a platform to indirectly interact with the insurance companies.
Keep your customers engaged
Amity iBroker allows you to automate and simplify the process of customer onboarding, i.e. the addition of a new customer to the system. You can create a new file and all the data digitally without the fear of loss or data theft. The suite also allows you a quick-view of all the policies of a customer. This keeps them connected to the system.
Manage the sales funnel
The insurance brokers can compare and contrast the various products by different insurance organisations with Amity iBroker, i.e. configure the products as per customer needs. The system generates quotations as per the policy selected and benefits chosen from multiple underwriters to a customer on a single submission.
Amity iBroker configures the price of the premium and the benefits associated with each insurance policy. For every underwriter, you can prepare the premium plans as per the customer. You can also see a single view quickly the status of the quotations to the clients, the status of the proposal of policy, and the status of existing policies.
Managing of customers is one of the most essential parts for an insurance broker. Therefore, Amity iBroker places a high emphasis on service request monitoring. If a customer experiences issues with the broker, they can raise a ticket on the system. Also, the software aids in preparing and planning a customer engagement campaign and manage the product launch.
Financial management of business
Accounting and finance management of the business is as vital as generating revenue. A software suite should be able to easily align itself with the financial working of the business. With Amity iBroker, you can attend to finance in one solution itself. The system allows you to generate and approve transaction, monitor their flow, and generate reports.
Safety and security
When you are handling sensitive data for hundreds of clients and are taking care of the finances as well in the system, it is essential that you are using a secure server and safe system. Amity iBroker offers you this safe and secure environment. It has proper access control and authorisation level as per the organisational requirements.
Insurance Brokers Management Software by Amity
Amity iBroker offers multiple quotations from different companies generated on a single click to the customers. You can give direct online access to the customers for evaluation and purchase of the policy through the system and log their decision digitally. It also gives you reliable data analytics for informed decision-making in favour of the customers of your services. With Amity iBroker, you are also able to calculate and validate commissions and incentives from different insurance companies
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