insurance broker software | VSoft Insurance Broker

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 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.

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 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...

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 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...

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 systems should update the tool based both on the needs resulting from market changes as well as individual customer needs. Brokers are looking for solutions that will delight them with a widely developed menu bar, personalization and ensuring cooperation in development. The Krakow-based brokerage firm Capital Brokers Insurance Group has been using VSoft SA services for four years. We talk to Mateusz Cieślik, President of the Management Board of Capital Brokers, about how the VSoft Insurance Broker solution supports the work of the law firm.Continuous technological development is one of the most important assumptions in almost all industries and professions. How much is it needed and to what extent does it affect the daily work of a broker?Mateusz Cieślik, President of the Management Board of Capital Brokers: Indeed, technological development...

Tag: insurance broker software

Email templates

Integrated e-mail box

Reporting in a brokerage office

Technological future of brokers – interview with Mateusz Cieślik, president of Capital Brokers