Client & Lead Management
Prospects/clients, activities, KYC/AML, contacts, and document packs.
Full‑cycle broking for retail & commercial lines: client/lead management, risk capture, market requests, quotes & comparisons, placement & documents, receivables/payables/commissions, renewals & remarketing, bordereaux & slips, FNOL & claims tracking, and MI dashboards — with e‑signature and portals.
Prospects/clients, activities, KYC/AML, contacts, and document packs.
Reusable product/risk templates, clauses, and declarations.
Send structured RFPs to insurers; track responses and follow‑ups.
Side‑by‑side analysis, best terms, bind/decline reasons, and placement approval.
Covers, schedules, endorsements, certificates, e‑sign, and deliveries.
Client invoicing, insurer payables, instalments, reconciliations, and commissions.
Bank files, allocations, settlements, and audit trails for client money.
FNOL capture, correspondence, salvage/recovery, and settlement tracking.
Pipeline, lapses, tasks, and remarketing workflows.
Produce market slips, declarations, and bordereaux exports.
Premiums, pipeline, receivables/payables, commissions, aging, and traffic lights.
Insurer portals/APIs, payment gateway, e‑sign, bank files, and DWH/BI.
Quote comparison and automated reminders compress time to place.
Client money, payables, and commission tracking keep accounts tidy.
KYC, audit trails, and trust‑account handling support audits & regulations.
Branded documents and portals give transparency and self‑service.
Templates and workflows reduce manual effort across teams.
Live pipeline and MI dashboards improve forecasting and margin.