Start your journey with VSoft Insurance Broker today

Brokerage activities optimized

Have questions? Visit our FAQ section.

  • Monthly payment

    check how we can facilitate the daily duties of a broker!

  • EUR77

  • price includes 1 user
  • price includes 10GB | additional storage: 6 EUR/mo per 10 GB
  • self-service reporting
  • handling of Insurance offers, policies and claims
  • calendar, tasks, reminders
  • generating and archiving documents
  • CRM
  • office management
  • billing and invoicing
  • customer portal
  • support for life and fleet insurance and guarantees
  • integration with e-mail
  • configuration and parameterization
  • helpdesk

More than 20 users

Frequently Asked Questions

When you start working with the application, we will help you import the previously collected data regarding contractors, policies and payments. The import is carried out on the basis of appropriate Excel files.

After termination of the contract, we will provide you with the data you have entered into the system in the form of Excel files.

There is no such need. The application is available via browser, thanks to which you can use the System on various devices, at any time and wherever the Internet is available.

Any number of users can use VIB. Their number, however, depends on the size of the license. Remember that you can buy additional licenses at any time - to do this, contact us via Helpdesk.

Yes. VIB has an advanced role management module. You can define the functionalities that a given role can use. Additionally, you can assign several roles to each user and define which data are to be available to them and whether they can edit these data or only view them.

The Helpdesk portal is available to users, which allows direct communication with VSoft in order to obtain additional information or, for example, to submit a proposal for the expansion of the VIB. In the VIB itself, a help module is available, where you can find information on the use of individual functionalities, user documentation or instructional videos.

Yes. You can create an account in the customer portal for each contractor. Thanks to it, your clients will have access, among others, to your policies, claims or fleets. In addition, it is possible to report claim or exchange documents via the customer portal.

VIB is constantly being expanded and improved, also thanks to the support and comments from our users. So, if you have an idea what can be changed - don't hesitate to let us know via Helpdesk!

In such a situation, it is enough to contact VSoft, e.g. via Helpdesk. We'll do the rest for you.

Of course, here are a few examples of how we secure them: data are stored in one of the most modern, professional and safe Data Centres in Poland. Additionally, we backup your data every day. Access to the application itself is possible by entering an individual login and a sufficiently strong password.

At the beginning, we provide you with a 10GB database that you can use to store e-mails and attachments. You can enlarge the size of the database at any time - just contact us via Helpdesk.

Haven't found the answer to your bothering questions?

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