iBrokers
iBrokers Insurance System is a comprehensive system designed especially for the insurance agent/broker which handles Customer Relationships, Policies, Renewals, and financial ledgers. It is a 100% web base application, so the user could access it through the internet.
iBrokers is a one-stop solution to empower your leading position and enhance your competitiveness in the market.
iBrokers is a one-stop solution to empower your leading position and enhance your competitiveness in the market.
Key Feature
- Support multi-level of CRM, brokerages, companies and currencies
- Embedded a policy calculation engine to calculate profit sharing of the policy with different parties
- Keep track of the policy history
- Well integrated with the accounting system
- Multi-level security control and user access right
- Support different types of report formats, e.g. EXCEL, PDF, etc.
Benefits
- One-stop solution to complete the job from quotation to invoicing, and AR/AP
- Centralize the policies and CRM data, management can view full pictures in real time
- User can access iBrokers at anywhere, in anytime through any web browser
- User friendly interfaces
- Reduce the IT support costs
- Easily tailor made to suit the uniqueness of a company
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