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| InBroker® is the best alternative for Corporate Brokers since it is an integral solution that has been especially designed with modules that cover all Broker operations. |
| InBroker® manages all Brokers activities, from prospects follow-up, insurance bid process at insurance companies, policy and endorsements orders management to the whole follow-up process, including: collections, payments to insurance companies, commissions invoices, Fees management, claims and claim follow-up, third party commissions payments, etc. |
| InBroker® provides more automation capacity than any other, allowing for the processing of a higher number of operations with the same staff. Besides, it allows for the integration of the organization, managing all Brokers business branches and divisions (Corporate, Medium-sized companies, Personal Lines and Affinity Groups), i.e., it provides the possibility of accessing all the information from one system. |
| The system allows for the easy management of business and productive aspects. Besides, since it is scalable, it may grow at the same rate as the organization. |
| Our system has been implemented by the main brokers of Latin America and is working successfully in the main markets of the region. |
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| » Prospects and Customers |
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Regarding customer management, the system may perform full data loading, including multiple addresses per customer, business activities-related data and image attachments (e.g., customer logos that may be used in reports). At the same time, it allows for the establishment of relations between customers, customers and employees, economic groups and entrepreneurial groups, etc. It further allows for the follow up of the documentation that may be sent and received from the insurance company and/or the customer, automated with barcodes. |
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The segmentation of customer and policy portfolios allows for the obtainment of the detailed information on physical and juridical persons. There are eight fully configurable codes that allow for a wide follow-up, e.g.: Country, Office, Business Unit, Director, Account Executive, and Account Assistant. |
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Besides, this system can manage numerous points of sales, offices, sellers groups and customers types. |
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The bids’ management module allows for the loading of customers needs in relation to what needs to be insured and the generation of orders to different insurance companies of the market. Besides, it allows for the loading of quote results and their comparison for the final report. |
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The system allows for the loading of a large number of policy-related data, with different format for each insurance branch, with a comprehensive database, allowing for full data loading and, in turn, preventing the need to resort to the customer file to check what is being insured. |
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This system has the capacity to maintain the history of all policies. It allows for comparisons between the policy and its different endorsements since this module has been especially designed for insurance companies’ use. It is prepared to perform all policy premium calculations (as well as the calculation of subsequent endorsements) automatically. If further has automated net premium calculation capacities, allowing for issuance and endorsements control. |
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The management of commissions is fully open and allows for the possibility of managing co-brokers, assistant agents, commissioners, sellers, account executives, and other in a fully parameter-determined and configurable way. |
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It has a specific employee benefit policy management module that also allows for the management of customers’ car insurance funds. |
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Customers remote access module for the checking of policy-related data, statements of accounts, claims status, etc. |
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InBroker® has a special fleet management module that allows for the importing of customers’ fleet from Excel and the exporting of quote requests from different insurance companies, and the further loading of quote results. Besides, it may generate a report on the quote result with the different insurance companies’ quotes so that the customer may make a decision. |
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| » Collections and Payments |
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It is a very complete and powerful module that allows for the management of the different modalities and collection flows that exist in different Latin American countries. It supports a wide array of collection methods that may be integrated to provide a flexible scheme to the organization. |
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It further supports the payment of premiums in accordance with the methodologies used by the main Brokers. It is possible to use premium developments by insurance company. This module has an automatic generator of commission invoices or receipts for insurance companies and produces the accounting of both collections and payments in an automatic and parameter-determined way in such a way that it may adjust to your accounting system. |
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It has a full claim load and it may manage general data, documentation, multiple claims and payments per claim, specific risk data, and other. Besides, there is a service management module for employees and a specific module for bonds (guarantees) and life insurance. |
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The EDI module (Electronic Data Exchange) allows for the definition of data exchange structures with the organization’s internal or external systems, as for example, interface communication with the different insurance companies. |
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It’s operation does not have complex technical requirements; it does not use much bandwidth and it allows for system access from other branches remote connections (through LAN, WAN, etc.) and Internet. Thus, the system provides users with the greatest flexibility, speed and accessibility. |
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