Insurance

Insurance Brokerage Management System (IBM)

Agile, Scalable, and On-Demand Cloud-Based Insurance Broking Software

Insurance brokering necessitates multitasking. Brokers and insurers must preserve individual client/sales records, as well as capture customer policy facts such as effective/renewal date, policy period, premium, plan, and carrier. These manual processes trade off the time and effort required to convert leads to clients and keep sales data up to date. IBM is a significant provider of insurance brokerage software that enables brokers to manage leads/customers smarter and close policies faster, anytime, and anywhere.

IBM enables simple automation and smooth connectivity to insurer partners and insureds. IBM, being one of the top insurance broker software solutions, can collaborate with multiple insurance firms. It is a feature-rich and powerful insurance broker management software that handles administration and reporting.

Product Administration

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Policy Administration

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Bill Statement
Production Summary

Vector Stock

Insurer Connectivity

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Dashboard & Reporting

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CRM

Get a 360-degree view of the customers for better servicing. Assisted sales process to help track your leads end-to-end and engage in up-selling/cross-selling.Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Digital Document Repository

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Customer Portal

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Producer Portal

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Mobile Application

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Seamless accounting

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