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| InBroker® BankAssurance is the version designed for the full automation of insurance marketing in banks and financial institutions. It enables the management of the whole insurance sales and post-sales circuit, fully automated and linked to the insurance companies. |
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| InBroker® BankAssurance automates the whole insurance marketing cycle of a bank, drastically reducing its operative costs and it is fully integrated with the existing systems (Banking host, Business Platform and Call Center, among others) |
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| InBroker® BankAssurance’s architecture enables the access to the entity’s central systems (e.g.: the customers database), providing a centralized service from any branch and avoiding data duplication between systems. |
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| InBroker® BankAssurance has also a module for bank branches, as well as other non-banking channels (e.g.: retail stores, car marts, etc.), allowing for the direct connection between each branch and the centralized applications server. |
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| InBroker® BankAssurance also has a module for telemarketing campaigns, providing a telephone sales tool to promote all the insurance products offered by the bank. Through the direct integration with the most popular Call Center systems of the market, we guarantee a comprehensive solution for sale and post-sale management. |
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| InBroker® BankAssurance supports all types of transactions, both credit-related and non-credit related. |
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| Inworx® recommends InBroker® BankAssurance as the best insurance marketing solution for banks and financial institutions. |
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Comprehensive Solution to manage the specific needs of the corporate, medium, and personal lines market within a single system. |
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Unified Quoting Engine for the same risks from different carriers within a single module. |
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Product Development with the possibility to include Scoring. |
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Certificates Issuance and Policy Issuance orders for new policies and endorsements. Capability to print/issue policies directly from points of sale (when the insurance company permits it). |
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Payment Plans configurable according to specific needs. |
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Full collection management, whether manually or automatically (automatic payment). |
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Full management of Premium Reconsolidation with carriers and Commission Payment to Brokers, Agents, and Sales Representatives. |
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Complete claims management. |
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Fully graphical and intuitive querying module through Xlook® users’ interface. |
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Service-oriented architecture (SOA) enabling the integration with any other systems such as call centers, accounting, IVRs, CTIs, CRMs, among others. |
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Carrier integration through Smart Connector®. |
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Versions in different languages: English, Portuguese, and Spanish. |
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Capability to manage monetary flows simultaneously in multiple currencies (billing, writing, collecting, analyzing). |
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E-Folders Imaging System enabling the attachment of additional information to transactions, customer profiles, endorsements, claims, etc. |
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