Comprehensive Solution

Insurance Brokers Management System

Through this system you can manage client information, payments, issued policies, annexes, programs, claims, and expired policies.

Through quick access shortcuts and a flexible task management scheme, the system provides relevant information for the activities each broker team member requires.

Our statistics management system allows you to easily and quickly view collected commissions, top clients, statistics by policy type, by insurer, and other key data.

Features

System Capabilities

Client Management

Users can easily find client information, policies, what has been paid, outstanding balances, pending claims, and much more.

Issued Policies

Complete control of issued policies, annexes, payment schedules, and real-time tracking of each policy's status.

Payments & Commissions

Detailed management of payments made, collected commissions, and outstanding receivables. Accurate and up-to-date financial information.

Claims

Tracking of pending and resolved claims. Efficient management of the claims process from filing to resolution.

Expired Policies

Alerts and tracking of expired policies for timely renewal management and proactive client follow-up.

Statistics & Reports

Our flexible reporting scheme provides answers to any question: commissions, top clients, statistics by policy type, by insurer, and more.

Screenshots

The System in Action

Screenshots of the Insurance Brokers system

Main Dashboard

General overview of the brokers management system

Policy Management

Administration and tracking of issued policies

Payment Tracking

Detailed tracking of payments and commissions

Client Management

Complete information for each client and their policies

Statistics

Business reports and statistics

Flexible Reports

Flexible reporting scheme to meet any business need

Contact

Contact Us

We are ready to help you with your next project.

✉

Tecnopro Cia. Ltda.

Quito - Ecuador
Mariano Aguilera y Diego de Almagro

Email: info@tecnopro.net
Phone: (593 9) 5 864 8988

🌎

Tecnopro USA LLC

5900 Balcones Dr Ste 100
Austin, TX 78731

Email: info@tecnopro.us

Insurance Brokers