Choosing Insurance Brokerage Management Software

An insurance management system should not operate in isolation.

MS Flex supports integration with insurer systems, including automated policy downloads from Generali in Spain, reducing re-keying and helping keep policy information up to date.

And when carrier requirements change, we can change with them.

Our flexible approach allows us to respond rapidly to new or amended carrier data structures, often implementing integration changes in a very short timeframe.

Many insurance agency management systems provide a predefined way of working.

MS Flex takes a different approach.

Your brokerage may have its own terminology, responsibilities, approval processes, workflows and reporting requirements. Rather than forcing those processes to fit the software, MS Flex can be configured around the way your organisation actually operates.

Forms, fields, workflows, screens, reports and processes can all be tailored to create a system that feels like your own.

And as your requirements evolve, MS Flex can evolve with them.

Good insurance broker software should make information easier to find, not simply provide somewhere else to store it.

MS Flex brings together client details, policies, renewals, claims, documents, communications, notes and outstanding actions to provide a comprehensive view of the client relationship.

Before a call, meeting or renewal discussion, the information your team needs can be brought together without searching through multiple systems, spreadsheets and folders.

Standardisation can improve efficiency and consistency, but insurance doesn't always follow a standard path.

MS Flex allows routine processes to be structured and automated while retaining the flexibility to deal with exceptions.

Tasks can be generated, allocated and monitored; processes can trigger subsequent actions; and outstanding work remains visible until it has been dealt with.

The result is controlled workflow without making the software unnecessarily rigid.

MS Flex is browser based.

Authorised users can access the system through a web browser without requiring a traditional insurance management application to be installed on each workstation.

This also makes MS Flex well suited to organisations with users working from different offices or locations.

Changing insurance management software can be daunting — particularly when years of client and policy information are involved.

We can help migrate existing data into MS Flex and work with you to determine what should be transferred, how it should be structured and how it should appear in your new system.

Data migration is available as part of an MS Flex implementation.

Perhaps the most important question when choosing an insurance brokerage management system isn't simply:

“Does it do what we need today?”

It is also:

“What happens when we need something different tomorrow?”

MS Flex was designed with change in mind.

New fields, forms, workflows, reports, processes and integrations can be introduced as requirements develop, allowing your system to evolve alongside your brokerage.