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 that could be spent properly serving clients and building long-term relationships. Fortunately, modern technology solutions, such as VSoft Insurance Broker, offer effective ways to simplify and […]
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 latest software update – an automated billing module. The new functionality has been meticulously refined and is available to our clients in the VIB system. The […]
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 during customer service and how the whole process can be improved. As the pool of customers grows, so does the amount of work to be done. […]
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 law. One might think that the well-known acronym GDPR might make things more difficult only in matters of using an image or sharing information about a […]
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 choice for a career path among people interested in the insurance industry. Especially since there are more and more tools and programmes available on the market […]
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 and time-consuming process. It is in this situation that the assistance of a broker is invaluable, as they have excellent knowledge of the current offers and […]
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 attorney differ primarily in terms of the entity that grants them. According to Article 21 of the Insurance Distribution Act of 15 December 2017, an insurance […]
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 realistic goals for the coming year. Processing data for such a long time is not one of the easiest tasks. Hence, it is important to take […]
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 system’s capabilities was amazing, until it turned out that the application was in the SaaS model (Software as a Service). The interlocutor lost interest and ended […]
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 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 […]