ThinkBroker Pro
What to expect
Broker Pro is a powerful innovative software package from award-winning software development company ThinkBrite Solutions Ltd that is designed to track all the transactions carried out by an insurance brokerage and ensure quick, accurate reporting on all insurance brokerage activities, policy performance, and profitability by presenting all needed information in a user-friendly format.
The General Features of Broker Pro include:
- Contact Management: Allows for the easy management, addition, and deletion of contact information for clients and insurers.
- Document Management: Allows for the easy addition, modification and deletion of documents.
- Claims Management (Group Life, Medical, Motor Vehicle, etc.): Manage all offered claims in one database.
- Broker Options: Allows for the quick and easy generation and viewing of broker options.
- Policy Listings: Allows for the viewing, addition and modification of policy listings.
Possible Usages
Broker Pro has a variety of usages. In your case, it will allow you to:
- Report profits clearly and effectively.
- Quickly review policies and send due date reminders.
- Reduce paperwork and administration costs by streamlining several databases into one multi-faceted database.
- Quickly and easily add, delete, view and modify motor vehicle lists and certificates, policy listings, documents, contact information for clients and insurers, and carriers and products.
Automated features can also allow you to:
- Generate renewal letters to be sent to clients
- Generate payment reminder letters to be sent to clients.
- Generate reports on revenue, staff performance, and overall business reports.
Getting Started
Getting started with Broker Pro is quick and easy. The steps involved are:
- We will set up a session with you to understand your specific needs and give you a demonstration of how Broker Pro will benefit you.
- A free evaluation account will be prepared and the user details sent over to you. This account grants you 3 days access to the platform in order for you to test Broker Pro at your convenience. An instruction manual will also be provided, and you may also request a demonstration to quickly familiarize your team with the many usages of the platform.
- Upon completion of testing, you may then request an extension of your access to the platform.
- An invoice for the applicable time period will be prepared and sent to you, and once payment is received, your account will be extended and you will be able to continue using the platform.