Insurance broker businesses always strive to improve customer service, reduce expenses, accelerate innovation and promote corporate growth, our Enterprise Resource Planning (ERP) software system is to organize and manage the crucial components of insurance broker operations and procedures. We unify all processes into a single system to handle:
1. Policy management
2. CRM
3. Renewal and over-due management
4. KPI and scorecards
5. Commission settlement with vendor (insurer or FI)
6. Commission payout to agents and channels
7. HR and CPD management
8. Document management
A) ERP System
Providing comprehensive consulting service to help them acquire the suitable ERP system to streamline their internal process and enhance efficiency
ERP streamlines the many processes of the insurance broker’s business by reducing operational costs, minimizing downtime and reducing manual efforts. With less repetitive tasks by employees, businesses will see that employees utilize the system more frequently making their work easier and more productive. Information can easily be located and better organizes with the system. The organization will therefore have more time for high-value operations.
B) Bank insurance system consulting
To keep pace with the statutory requirements, changing market conditions and organisation change, our expert team provides comprehensive bank insurance consultation for banks including:
FNA design and go online
Approval process in key stages
Policy management
Proposal generation and automation
CRM integration with internal CRM system
Existing data migration and data import
Internationalization with different languages for different branches of bank
Tailor-made solution to fulfill regulations in different regions
Project management and tailor-made product building-up
System security consulting
With the most advance consolidation functionality, we improve your complex workflow and process control you need to establish collaborative and accurate reporting processes. Numerous organisations are pleased with our system that complies easily with regulatory bodies.