SmartBroker is a powerful software tool for insurance brokerage agencies. The system tracks their transactions and ensures functionality for:
- Clients management, capturing and maintaining client policy details allows insurance broker to effectively service clients and stay on top of sales
- Policies management, registration of the insurance policies (incl. supplements) underwritten in the office of the insurance broker
- Management of insurance policy payments, premiums paid, claims registration, etc.
- Data import of insurance policies underwritten by the insurance broker registered in other information systems
- Supporting a comprehensive set of reports needed for the activity of the insurance broker
- Management of documents flow between insurers and insurance brokers, etc.
SmartBroker manages the activities of TBI Credit and TBI Leasing as insurance brokers and has seamless integration with SmartInfoTBI and SmartLeasing.