in-site broker
Practiv is an internationally experienced, Auckland based IT solutions provider.
We support broker networks with an integrated suite tools to support internal, client, and insurer activities.
While insurers are continually improving the service offered to their distribution partners - the access to insurers' extranet portals offers only partial relief for the many tasks distribution partners face in efficiently and effectively operating their core business in support of the insurance end customer.
InSite Broker
Practiv designed InSite Broker to support the operational management of a broker network - supporting both head office and individual branches in the following client-facing and insurer-facing activities:
- Diary Management
- Product Management
- Needs Analysis Management
- Quotation Management
- Application Managment
- Pipeline Management
- Payment Management
- Commission Management
- Compliance Management
- Reporting Management
For more information,
send us an email or call us on 09-377-8768.