Your insurance portfolio management software, developed with brokers and for brokers.
15 years of experience in a single solution.
Insurance policies and insured objects, including claims
Includes management of policy groups, BVG, life, co-insurance and foreign currency policies.
Accounting
Including invoicing, management of premiums, brokerage, provisions and contract adjustments.
Administration
Includes management of policy groups, BVG, life, co-insurance and foreign currency policies.
Keep an overview of your activities thanks to the home page
The overview of your customers clearly displays the relevant information
The overview of your customers clearly displays the relevant information
Our tool allows you to manage ...
- Your customers, your contacts, and their relations
- Insurance policies and insured objects, including claims
- A calendar with deadlines and reminders
- Your agents and their respective portfolio
- The establishment of premiums, their calculation and invoicing
- Co-insurance policies and policies using foreign currencies
- Automatic retrocession on entrusted policies
- Importing XML files from the IGB2B DXP platform
Automatic premium calculation
- Premiums are calculated automatically when a policy is created
- It is, of course, possible to enter additional premiums manually, such as premiums for final settlements
Automatic calculation of brokerage and provisions
- Brokerages/provisions are automatically calculated and distributed to agents and the company
- Additional accruals and provisions can also be entered manually
Premium control tools
- The system tells you to whom you should send the premium
- The system tells you when you have received all the bonuses to be sent, so you only send one shipment per bonus recipient for a given period
Management of contract accruals and deferrals
- The program helps you to follow up on the settlements you need to receive from customers to settle their contracts
Policy Management
- Including management of groups of fonts (several elements for the same policy, e.g. for a Casco / RC / Park policy)
- Management of more complex policies such as BVG, Life, etc.
- Management of co-insurance policies
- Management of foreign currency policies
Claims management
- It is also possible to link documents and images to a claim. These include an expert's report, photos of the loss, etc.
Management of BVG Announcements
Policyholder Management
Managing links between your contacts and addresses
- Establish real links between your customers: for example Fiduciary X is your customer but also the fiduciary of Fun Sport SA, also your customer. Another example: Mrs. XY is the wife of the director of Tube and Plastic SA.
Contact management
- Several contacts per policyholder
- You can specify the recipients of the premiums, there can be several of them, you choose who receives which premium
Contact management
- Easily list and retrieve your insurance company contacts
Import
- Compatibility with IG B2B Data Exchange Service (DXP)
Creation of numerous lists
- Policies
- Addresses
- Brokerages
- Custom-made, according to your needs
Export Features
- Export E-mail
- PDF export of the lists
Management of surplus earnings participation
Time Management
- The program can keep a statistic of the hours spent per client
- It is also possible to manually enter the hours spent for a customer
Task management (Schedule, Reminders, ...)
- A task is assigned to the user of your choice, another colleague, a secretary, etc.
- A task can be linked to an address/policy/damage
Triggers
- A trigger allows the automatic creation of tasks during the creation of policies or claims
Agent Management
- The program calculates the share of each agent according to your wishes
- You can assign tasks to your agents (e.g. call this or that customer)
Document management (Archive/Scanning)
- You can link any kind of document to your contacts, policies, claims, in the software. For example: an offer calculation in Excel, a scanned brokerage mandate, a photo of a claim, etc.
User and access management
- Users can be organized into groups
- Each group has its own access authorisations
A simple portal for your customers
- One customer, one account
- A quick and graphical overview of expenses
- Premium History
- Easy contact for the customer
- Distribution of electronic documents
- Task opening
- Management of several portfolios
- Mailing list
A suitable application for mobiles and tablets
A graphical consultation of the premiums
A graphical consultation of the premiums
A graphical consultation of the premiums
A graphical consultation of the premiums
The list of premiums and the term of payment
Available versions
| Local version | Hosted version |
|---|---|
|
Integration of the application in your environment. |
Accessible directly from external servers. Only an internet connection is required. |
|
Windows 7/10 and later. 8GB RAM. 1440x900 resolution.
|
Windows 7/10 and later or MAC OS latest version. Fast Internet access. 1440x900 resolution. |
|
A version of MySQL Server must be installed on the server. Backups can be programmed by our services. It is possible to control First-Broker with terminals, such as Microsoft Windows Terminal Server. |
Device using one of the following browsers : Edge, Chrome, Firefox, Opera This version is available in collaboration with the company “NEXAN Informatique”. Thanks to their « NexCloud » platform, you will also (optionally) benefit from Microsoft Office and daily backups. It is also possible to install a hosted version with the partner of your choice. |
Do you have a question, or would you like a demonstration? We are at your disposal.
Find out more!About us
We are a company specialized in software development. We make all types of software, including web, desktop and mobile applications.
