Knowledge Base
VSoft Insurance Broker
Artificial intelligence and the future of the insurance industry at the XXVI Congress of Brokers
Picturesque Mikolajki once again hosted the XXVI Congress of Brokers, organized by the Association of Polish Insurance and Reinsurance Brokers. The theme of this year’s event was “Artificial Intelligence and Us,” which prompted numerous discussions about the role of AI in the future of the insurance sector.
Navigating the documentation maze: 5 key ways to streamline your work
An insurance broker’s job is constantly struggling with a huge amount of documentation. The day-to-day management of policies, annexes, forms, and reports can consume a significant amount of time...
New billing module: step-by-step billing automation
Smooth financial operations are a key part of an insurance broker’s work. VSoft Insurance Broker, keeping in mind the need to streamline this process, is proud to present the...
Interview with Katarzyna Adamowicz, owner of brokerage firm Arteria
The insurance industry is becoming increasingly competitive, requiring insurance brokers to constantly evolve in order to meet client expectations and compete effectively in the market. The decision to choose...
How to sell more insurance to customers?
The foundation of an insurance sales person’s job is the contact with the customer, so it is worth paying close attention to how communication takes place, what problems occur...
Is a broker a data controller? How to act in accordance with GDPR
Regulation 2016/679 (GDPR) and accompanying acts Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 have caused a lot of confusion in Polish...
The KNF (Polish Financial Supervision Authority) broker exams – how to prepare?
The profession of a broker has become increasingly desirable in recent years. Entrepreneurs, or even individuals, more frequently decide to use brokerage services, which makes it quite a popular...
How does an insurance broker work?
In times when there are plenty of offers on the insurance market, finding and negotiating an attractive policy may be, from the customer’s point of view, a highly complicated...
When is an insurance broker and an agent required to make a power of attorney available to a client?
Both a broker and an insurance agent perform their duties on the basis of powers of attorney granted to them. However, it is worth noting that these powers of...
Annual reports in a brokerage office
Annual reports in a brokerage office are a very important process that not only allows you to check and assess the condition of the company, but also to define...
Interview with Michał Batycki, CEO of Crafto Brokers
The Wrocław-based brokerage office of Crafto Brokers is a place where many years of experience meet a fresh look and new technologies. We talk to Michał Batycki, CEO, about...
From SaaS to the desk – where will our data be safe?
Recently, I’ve had the opportunity to talk to a person who is keenly interested in using our solution at a brokerage office. Everything was fine, the range of the...
What’s new in the VSoft Insurance Broker app!
We are constantly developing our solutions in the area of insurance. Two updates of the VIB application have taken place in the last month! We focused on the needs...
4 reasons why you should upgrade from Excel to a system
The basic tool used in the work of many brokers is Excel. In our entries, we mentioned that properly collected and processed data in the spreadsheet helps to maintain...
VIB customer support and training materials
Working with VSoft Insurance Broker, you are never alone. There are several ways by which we support your daily work, regardless of whether you are an individual client or...
Electronic signatures of policies
The traditional model of selling policies involves signing them manually and has been in use for years, but it is very time-consuming. In order to conclude a contract, the...
Insurance service
At VSoft, we understand the challenge of handling sales and insurance. Especially if we take into account how many different types of such offers are available on the market....
5 reasons to choose VSoft Insurance Broker!
Operation of brokerage support to one system and automate some of the activities? In our case, you can find VSoft solution if you want to get your insurance score....
Why should you use process thinking?
What is a process? Geary A. Rummler and Alan P. Brache, the authors of the book ’Improving Performance: How to Manage the White Space on the Organization Chart’...
Getting Things Done – How to Be More Productive!
When we hear the “productivity” slogan, our first association should be the name of David Allen, an American specialist in this field, born in 1945, creator of the ‘Getting...
Email templates
Does it happen that you often send similar message content? Did you know that at VSoft Insurance Broker you can define your own email templates? When sending messages with...
Integrated e-mail box
The work of the office requires a smooth flow of information. The speed of message delivery can be critical to many decisions and actions. Therefore, the full integration of...
Reporting in a brokerage office
It will probably not be a controversial statement that in terms of management, running a brokerage office does not differ in essence from managing any other company. The basis...
Technological future of brokers – interview with Mateusz Cieślik, president of Capital Brokers
The selection of a solution on which the daily work of the team will be based requires a good analysis and drawing plans for further development. Providers of brokerage...
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