BrokerNETTM

Glossary       BrokerNet™ is a client service tool for annuity provider, trust/bonds/banking product provider or any such business entity who is offering financial products thru’ brokers, agents and/or value added resellers.
       BrokerNet™ automates mass communication and provides real-time updates to clients for better customer service, higher productivity and accurate reporting.
FAQ       Request a demo

Overview

  • Real-time updates to clients on the work progress
  • Better client service & reduced phone calls
  • Extension product to StructureManager™
  • Accurate, quick and real-time reporting
  • Rate Updates via secured Portal
  • Online Software Updates, Documents and Guidelines distribution
  • Enhanced target marketing capabilities
  • Role/user-based security
  • Reasonably priced ready-to-go solution for quick-start
Features

  • Allows brokers/agents/VARs & their staff to access the work progress securely online
  • Clients can communicate and download reports on their data
  • Rate updates can be communicated electronically via BrokerNet™
  • Software, documents and guideline updates can be downloaded online
  • Brochures, sales and marketing material can be downloaded/ordered online
  • Client can look at the policy and commission issuance status without making phone calls at any time – 7x24
  • Makes mass communication to multiple contacts easy via email or fax easy as mouse-clicks
  • Enhanced actuarial rate testing can be performed easily via BrokerNet™
  • Built on Microsoft platform with open and scalable architecture to fit right into existing infrastructure
  • Architecture allows interfaces with proprietary in-house systems via communication bus / services
  • Integrated with RightFax
  • Fully configurable & easily manageable user security based on user, role, task, calendar or any custom element
  • Continuous improvement in technology & feature-set based on best practices at no extra costs