broker connect

With the mobile phone becoming the point of sale for your brokers and agents you can package, promote, sell and fulfil insurance products to your customers at any location. Broker Connect can increase product sales and customer loyalty and decrease administration costs.

Broker Connect enables your brokers and agents to use a mobile phone to provide your customers with on the spot quotations and to transact and complete product sales. It has been designed as a set of frameworks, tools, components, objects and processes and most importantly is combined with skilled practitioners to ensure a smooth implementation.
 
The advantages to your business are clear: 

• You can give instant and accurate quotations to customers using your company's latest data
• Agents and brokers can provide the customer with the instant gratification of receiving a quote and if they choose, purchase    
• Set follow up and reminder workflow activities which ensure efficiency for the agent or broker
• Upload customer data for the agents or brokers to use in the field    
• Allow you to quickly distribute new products, keep product data up to date and distribute information simultaneously to your workforce electronically
• Increase customer satisfaction and ultimately loyalty through further product penetration
• Reduce administration and processing costs
• The unique and specific requirements of your company can be incorporated. This includes branding and company logos being added onto selected handsets

If you would like to talk to us further about Broker Connect, please feel free to contact us directly.