Who it is for
For finance and insurance brokerage businesses that need to connect client relationships, business management and accounting information.
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Broker management platform
Our own solution for brokerage businesses in finance and insurance, bringing together CRM, business management and accounting tools. Configuration is adapted to the company’s operations and needs.
How it works
CRM organises clients and follow-up. Business Manager lets you manage brokers and each broker’s clients. The platform also includes policy and invoice management, connected to the accounting component defined for the company. Configuration follows the actual team structure and client portfolio.
What the product covers
- Broker and portfolio management
- CRM and client follow-up
- Policy management
- Invoice management
- Business Manager and Accounting
Questions before you start
Does it replace every tool we already use?
You do not have to change everything at once. We first define what makes sense to centralise and what should stay in existing systems; migrations and integrations are confirmed in the project scope.
What do we need to get started?
Describe the company structure, users and sales and accounting processes. We review existing data, what should be imported or exported and which connections need assessment.
Discuss your project
Configuration, integrations, delivery and support are defined for each project.