Clients, Policies and Claims
Manage clients, policies, and claims in one comprehensive brokerage management system. Customize your policy screen as needed with the form designer in MS Flex software. This client management software automatically prepares brokers for every client interaction, consolidating customer history and recent activity into a single, easy-to-navigate view.
Renewals
Enhance renewal retention and client communication using a brokerage management system. With our client management software, you can conveniently import renewal details and policies-in-force updates to fully automate renewals and client emails. Additionally, the MS Flex software offers import intelligence that identifies discrepancies in details and explains their origins.
Competence Assessment and Monitoring
Our brokerage management system provides comprehensive competence assessment and monitoring. It includes tracking of activities such as checks, training, and action plans, allowing advisers to be monitored effectively and evidence of competency to be documented. Additionally, our client management software enables tracking of processes related to clients for better administrative oversight. You can also generate reports on overdue or pending activities, as well as potential breaches. With MS Flex software, tests can be created and taken by your advisers online, providing instant results with highlighted remedial areas.
Administration Automation
Automate repetitive administrative tasks with an advanced brokerage management system. For instance, a welcome email can be produced in seconds in the client's language, complete with the latest versions of attachments such as Terms and Conditions, all thanks to the capabilities of client management software like MS Flex software. Additionally, a comprehensive history of all emails (and SMS) is maintained for auditing purposes.
Reporting
Our brokerage management system provides access to powerful, customizable insurance-focused reporting. Standard reports are available for free, and our MS Flex software includes a report designer that can display charts. Additionally, this client management software offers a spreadsheet function for generating direct reports and conducting what-if analysis, complete with charts and pivot tables.
Cloud Hosted
Our cloud-hosted brokerage management system includes seamless implementation, comprehensive training, ongoing support, and personalized branding. You will receive company-branded user guides that are easily accessible from the MS Flex software menus. Being cloud-based means we handle essential tasks such as licenses, updates, backups, and query optimization. Additionally, computer-based training is offered directly through the MS Flex software menus, ensuring you have the client management software you need at your fingertips.