web software insurance brokers

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.

The 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.

web software insurance brokers
web software insurance brokers
web software insurance brokers
FUNCTIONALITIES CLOUD STANDARD XS
WEB architecture with TLS security check-mark-3-m check-mark-3-m check-mark-3-m
Number of users Asked Asked Competing 7
Licensing model Payment for use Perpetual Payment for use
BASIC FUNCTIONALITIES OF MANAGEMENT
Clients, policies, receipts and claims check-mark-3-m check-mark-3-m check-mark-3-m
Parameterizable environment check-mark-3-m check-mark-3-m check-mark-3-m
Scanning and document configuration check-mark-3-m check-mark-3-m check-mark-3-m
Contacts, tasks and incidents agenda check-mark-3-m check-mark-3-m check-mark-3-m
Messaging, SMS, eMails and associated queries check-mark-3-m check-mark-3-m check-mark-3-m
Forecast and control of receipt of portfolio check-mark-3-m check-mark-3-m check-mark-3-m
Control liquidable companies, pending and invoiced commissions check-mark-3-m check-mark-3-m check-mark-3-m
Pending control of commercial entities check-mark-3-m check-mark-3-m check-mark-3-m
Requests and supplements pending reception control check-mark-3-m check-mark-3-m check-mark-3-m
Temporary maturity policies and guarantees suspension control check-mark-3-m check-mark-3-m check-mark-3-m
Policies without receipts control check-mark-3-m check-mark-3-m check-mark-3-m
Return, cancellation and collection of massive receipts check-mark-3-m check-mark-3-m check-mark-3-m
Remittances commercial entities check-mark-3-m check-mark-3-m check-mark-3-m
Filter unacceptable clients check-mark-3-m check-mark-3-m check-mark-3-m
CRM (Customer Relationship Management)
Candidates, accounts, clients check-mark-3-m check-mark-3-m check-mark-3-m
Market segmentation (Marketing) check-mark-3-m check-mark-3-m check-mark-3-m
Campaigns check-mark-3-m check-mark-3-m no-check-mark-3-m
Business opportunities check-mark-3-m check-mark-3-m no-check-mark-3-m
Projects check-mark-3-m check-mark-3-m check-mark-3-m
CONNECTIVITY WITH INSURERS
Obtaining comparative quotes (multitarification) check-mark-3-m check-mark-3-m check-mark-3-m
Issuance of policies check-mark-3-m check-mark-3-m check-mark-3-m
Management of supplements check-mark-3-m check-mark-3-m check-mark-3-m
Retention and unlocking of subscription operations check-mark-3-m check-mark-3-m check-mark-3-m
SIAREC - Operations with receipts (collections, settlements, cancellations ..) check-mark-3-m check-mark-3-m check-mark-3-m
SIASIN - Claims processing (openings, expert commissions, claims consultation, attach documentation ...) check-mark-3-m check-mark-3-m check-mark-3-m
Queries (receipts, claims, policies ...) check-mark-3-m check-mark-3-m check-mark-3-m
Obtaining documentation (conditioned, particular, receipts ...) check-mark-3-m check-mark-3-m check-mark-3-m
ACCOUNTING
Integrated accounting check-mark-3-m check-mark-3-m no-check-mark-3-m
FINAL CLIENT SERVICES AND MOBILITY
e-Mobile (portability to mobile devices) check-mark-3-m check-mark-3-m no-check-mark-3-m
e-Client (customer portal) check-mark-3-m check-mark-3-m no-check-mark-3-m
e-Client (App "My Corridor") check-mark-3-m check-mark-3-m check-mark-3-m
HELP THE USER
Online help manuals check-mark-3-m check-mark-3-m check-mark-3-m
Online updates check-mark-3-m check-mark-3-m check-mark-3-m
Telephone help check-mark-3-m check-mark-3-m 360 annual minutes *
Contextual help check-mark-3-m check-mark-3-m check-mark-3-m
Online support check-mark-3-m check-mark-3-m no-check-mark-3-m
Glossary of Terms check-mark-3-m check-mark-3-m check-mark-3-m
Legislative Compendium check-mark-3-m check-mark-3-m check-mark-3-m
MULTILANGUAGE
Spanish, English check-mark-3-m check-mark-3-m check-mark-3-m
(*) The user will be entitled to telephone service in excess of the 360 minutes included in the service and unlimited through the commercial number 807 252680