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 of users and the difficulties they encounter in everyday work with the system. The option to register specific payments has been introduced in the settlement panel. […]
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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 order and organize work, but they are also a source of numerous problems. In today’s article, we want to show you why we think it’s not […]
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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 an employee of a large law firm, which is our client. A dedicated team will always respond to your request for help. We have also posted […]
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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 agent sends the policy by post, then the person who buys the insurance signs the document, sends it back and only then we have a formally […]
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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. The VSoft Insurance Broker application will help in handling each of them thanks to specially adapted functionalities to facilitate work in the field of property, fleet […]
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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. See the strongest solutions and solutions that translate into quality and satisfaction that a business has. Low Threshold of Fulfillment – SaaS The available service as […]
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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’ define a process as a series of activities designed to create a product or service. So, translated into the language of insurance business, it is performing various […]
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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 Things Done’ method of time management. Why? Because it is one of the simplest and most effective techniques for dealing with a multitude of tasks to […]
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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 specific content, you do not have to create them from scratch each time. Just go to the (Configuration) menu, then select E-mail Templates and add your […]
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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 the tools used is extremely important. VSoft Insurance Broker provides integration with an individual mail server. Using this functionality is possible by entering connection data in […]
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