Tag: application for insurance broker

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 a perfect solution. Dedicated applications for insurance brokers and multiagencies are systems that are not only used to organize work and customer data. These are primarily applications that automate processes.The first reason you should definitely think about the system is because your business is growing and has new employees on board.You started with two people in the team and the mutual exchange of information and sheets was not a problem. What about the team now? The number of communication channels increases with each employee: if we have n people, then there are n*(n-1)/2 communication channels between them. In addition, you always have to take account of random situations when direct exchange of knowled...

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 the answers to frequently asked questions, as well as a set of instructional videos, on a special platform to which the users of our application have access all the time. The VSoft Helpdesk platform allows you to quickly learn about the tool and find answers to bothering questions in no time. Thanks to it, you will also stay in constant contact with the VIB team. VSoft Helpdesk also has the option of submitting a proposal for the development of the application or asking a question about the way of its functioning. Additional support in working with the system is always available within a special Help area. On the created platform, in specific departments, the functioning of individual areas of the system...

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 concluded policy. Everything takes time and the individual stages must be monitored. Nowadays, there are new sales models that significantly reduce the time of concluding contracts even to a few minutes, thanks to electronic signatures. Some of the insurance companies provide their own systems for signing documents electronically. If you want to save time, it is worth checking whether the insurance company you work with provides this kind of opportunity. Another option - the simplest and available to everyone is to sign it with a trusted profile implemented by the website www.moj.gov.pl. It is enough for the person purchasing the policy to have the trusted profile. Instructions for creating the profile c...

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 and life insurance, receivables and insurance guarantees. As part of property policies, you will find a wide database of insurance items. In terms of fleet management, you can add data of even hundreds of vehicles with a few clicks and update them for resumption. Life insurance? Record the data of each insured person and write down their premium or define a general statement of the insured for a given period. For insurance of receivables, you can define the premium rate and define the deadlines for reporting the turnover to your insurance company, and the system will also remind your clients about them. The use of guaranteed limits graph will help you in handling insuran...

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 - SaaSThe available service as a possible service is immediate immediately after registering on the site. Basic data needed to work are introductory by default. You don't have to spend time tediously from scratch. This does not come at the expense of the system painting process AdaptabilityYou provide modern, built-in and intuitive, also a range of aids: manuals and tutorial videos, Helpdesk, starting from every website on every website and all materials published on the website. ConfigurabilityPossibility to launch the system according to the needs of technical support Building an organizational structure, adding users and connecting them to servers, managing roles and permissions, building your own database o...

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 activities step by step (according to certain rules and under certain conditions), which, for example, lead to the conclusion of an insurance policy by the client. We can call them flowcharts. What other processes, apart from the aforementioned policy sale, can be distinguished in a brokerage office work? The list of processes may include, for example, a customer acquisition, after-sales service related to the liquidation of a claim or settlement with an insurance company. It is worth noting at this point that even if our company does not have uniform, standardized processes followed by all employees, the processes exist by themselves - but each person operates according to their own...

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 do. The fashion for being more and more productive in the last few years is taking its toll. We often forget, however, that the simplest solutions are the best. Trying to meet all the requirements, we fall into the vortex of improving our work organization and - in order not to forget - take notes in many places - in our calendar, on our smartphone, with sticky notes attached to the monitor... turning it all into chaos, and our productivity is steadily declining. Fortunately, nearly 20 years ago, David Allen developed the art of stress-free efficient method that can be summarized in four points. Have one global to-do list. Organizing many to-do lists in many scattered places (on a piece...

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 own templates. After saving the template, it can be used many times when composing a new message. An additional convenience is the ability to add tags to the template data. Thanks to this function, the messages you compose will be supplemented with personalizing information. For example: if you send a message from the level of the Correspondence tab on the policy and the content uses the {Name} and {Number} markers, then the message will be automatically completed with the name of the policyholder and the policy number. By automating your messaging activities, you save time for other tasks. At the same time, it eliminates the risk of errors.

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 the (Configuration) menu. Connecting to an e-mail box allows you to handle messages from the VIB tool. The mailbox operated by the VIB user panel allows not only to receive and send messages. The panel also works as an organizer, thanks to the possibility of assigning messages to specific cases, e.g. policies, damages, briefs, or even several at the same time. Each message can be associated with and managed from multiple business objects. Moreover, while maintaining the continuity of correspondence, VIB will automatically assign subsequent messages to the thread associated with the relevant business objects. An additional advantage of integration is the ab...

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 of management is the necessity to make many decisions, which often have an impact on how to continue to be or not to be a company. It is good to make decisions on the basis of data, and above all, information and conclusions that we draw on the basis of this data. VSoft Insurance Broker gives the possibility to collect all data in one place, and soon it will enable their even more convenient and easier than before presentation. Various types of reports are the best form of data presentation. In a brokerage office, these may be, for example, reports related to the current and forecasted premium and commission, the number and quality of contracts concluded, customer rankings or the degree of implementation of the goals set for the company and employees. For the report to be effective in helping to make decisions and not obscuring reali...