A solution for every need
ebroker, in all its versions, is based on a website architecture model that facilitates accessibility, interconnection and connectivity with the different business processes of the insurance entities, optimizing and making the work of the insurance mediator more efficient.
Obtaining online comparative offers, issuing policies, supplement management, consultations, claims processing, receipts management, among others, are tasks that you can perform with your insurers in a simple way and integrated with your management operations.
HR functionalities in ebroker, are the ones you need to effectively manage your mediation company, flexible system parameterization, policy management, receipts, claims, settlements, remittances, lists, statistics, tasks and incidents agenda, integration of MS Office , sending SMS ...
But for those who need more functionality, they can choose another version or they can even free themselves from the heavy burden of the infrastructure with the ebroker Cloud version. Each modality according to your needs.
| FUNCTIONALITIES | CLOUD | STANDARD |
| WEB architecture with TLS security |  |
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| Number of users | Asked | Asked |
| Licensing model | Payment for use | Perpetual |
| BASIC FUNCTIONALITIES OF MANAGEMENT | ||
| Clients, policies, receipts and claims | |
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| Parameterizable environment | |
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| Scanning and document configuration | |
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| Contacts, tasks and incidents agenda | |
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| Messaging, SMS, eMails and associated queries | |
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| Forecast and control of receipt of portfolio | |
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| Control liquidable companies, pending and invoiced commissions | |
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| Pending control of commercial entities | |
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| Requests and supplements pending reception control | |
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| Temporary maturity policies and guarantees suspension control | |
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| Policies without receipts control | |
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| Return, cancellation and collection of massive receipts | |
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| Remittances commercial entities | |
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| Filter unacceptable clients | |
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| CRM (Customer Relationship Management) | ||
| Candidates, accounts, clients | |
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| Market segmentation (Marketing) | |
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| Campaigns | |
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| Business opportunities | |
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| Projects | |
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| CONNECTIVITY WITH INSURERS | ||
| Obtaining comparative quotes (multitarification) | |
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| Issuance of policies | |
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| Management of supplements | |
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| Retention and unlocking of subscription operations | |
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| SIAREC - Operations with receipts (collections, settlements, cancellations ..) | |
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| SIASIN - Claims processing (openings, expert commissions, claims consultation, attach documentation ...) | |
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| Queries (receipts, claims, policies ...) | |
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| Obtaining documentation (conditioned, particular, receipts ...) | |
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| ACCOUNTING | ||
| Integrated accounting | |
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| FINAL CLIENT SERVICES AND MOBILITY | ||
| e-Mobile (portability to mobile devices) | |
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| e-Client (customer portal) | |
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| e-Client (App «My Corridor») | |
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| HELP THE USER | ||
| Online help manuals | |
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| Online updates | |
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| Telephone help | |
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| Contextual help | |
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| Online support | |
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| Glossary of Terms | |
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| Legislative Compendium | |
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| MULTILANGUAGE | ||
| Spanish, English | |
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