INSURANCE BROKER SOFTWARE (iBROKER)

Feature-rich and powerful insurance broker software that takes care of administration, client services, underwriting, quote processing, claim processing, and more.
INSURANCE BROKER SOFTWARE

Insurance Broker Software that Understands Your Business Needs

iBroker is an insurance broker software for insurance brokers enabling in the design of customised and personalised software solutions for customers and insurance management. It leverages cutting edge technology combined with their knowledge and experience for increase and retention of business for different customer segments. iBroker helps insurance brokers perform this role effectively and efficiently.

Insurance Broker Software empowers 360° Control

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 customized insurance broker software, you can provide the customer with a platform to indirectly interact with the insurance companies.

Insurance Broker Software Modules that Understands Your Business Needs

Our insurance broker software offers multiple benefits to the users by assimilating modern technology and tools. The processes get streamlined in each stage and the software facilitates decision-making. Work smarter, keep a tab on individual & group policy journeys, empower policyholders with updated information, and seamlessly collaborate with colleagues – all while keeping your peace of mind.

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Product Administration

Configure your system, set-up multiple insurance companies, products, and manage automated or manual rates.

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Policy Administration

Enable users to create quotes, compare quotes,  perform endorsements, renewals, cancellations and register claims. Auto-generate renewal notices and setup reminders.

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Insurer Connectivity

Connect with insurer system with APIs or EDI methods. Push or receive all information in real time. Get away with operational redundancy and improve efficiency.

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Dashboard & Reporting

Access to all standard & statistical reports out of the box. View them on the dashboard interface available on web and mobile.

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Digital Document Repository

Upload documents against a policy or claim and manage them accordingly within this interface. Eliminate paper trails.

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Customer Portal

Self-service policies or register FNOL with a quick upload of claim-related photos and videos on either web or mobile platforms. Update profile or make payments against policies.

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CRM

Get a 360-degree view of the customers for better servicing. Assisted sales process to help track your leads end-to-end and engage in up-selling/cross-selling.

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Claims

Claims requests management, and Claims history record maintenance.

Insurance Broker Software to Maximize Efficiency, Productivity, and Sales

Our insurance software solutions offer a customized solution with multiple quotations from different companies generated with a single click to the customers. With Insurance Broker Software, you are also able to calculate and validate commissions and incentives from different insurance companies. Insurance Brokerage demands to multitask. Brokers and MGAs need to keep a tab on multiple things such as maintaining individual client/sales records, and capturing client policy details like effective/renewal date, policy period, premium, plan, and carrier. These manual processes trade-off the time and effort required for converting leads to clients and staying abreast of sales figures.

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One Dashboard View

Faster access to the most important information with intuitive UI and visualization

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Document Management

Centralized repository for all policy-related documents and claim photos

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Effective Policy Management

Enter notes related to leads/clients and access them anytime, anywhere

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Email/SMS Marketing

Send bulk emails and SMS to leads/clients and keep track of your sales

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Commission Tracking

Automated payment schedules, entry of received and missed payments

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Superior Customer Service

Improve customer satisfaction via self-service tools and faster response time

Insurance Insights