Insuremin Broker Tool
With our mobile app in hand, Insuremin will turn normal insurance brokers into smart insurance brokers.
The Insuremin Broker Tool can be downloaded as an app on mobile devices or can be accessed from any internet browserÂ
What is the Insuremin Broker Tool?
The purpose of this is to be able to add your claims and manage them as a ticket from start to finish. It also allows you to create and run your checklist claims from an App.
Cloud Based Tool
Insuremin can be securely accessed from any device with an internet connection. Whether you are on holiday, at home, or at the office, you can access our app.
Short Term Insurance
Insuremin helps brokers manage their clients' short term insurance via the Insuremin online portal. Clients can login from from the Insuremin app to log claims, view their profiles, and so much more.
Life Insurance
Insuremin also specializes in life insurance, making the lives of both the broker and the client a lot easier when dealing with documents, claims, policies, and so forth.
Medical Insurance
Insuremin goes so far as to include medical insurance in the many types of insurance it can cater for.
More about Insuremin
The Insuremin Broker Tool is an online, cloud based app that operates in real time. Brokers can do quotes in person with their clients with a 24 hour approval time.
What can Insuremin do for you as Broker:
Clients
A dashboard dedicated to the various aspects of all your clients in a graphical view. From here you can add new clients, search for a client, filter between types of clients, and sort them alphebetically.
Client Profiles
Each client has complete profile which include: contacts, policies, documents, call logs, and prospects. All of these can be newly added or edited.
Quotations
Brokers can do quotes in person with clients and keep records of all previous quotes done for your clients.
Documents
Avoid heaps of documents and hours searching for a document with a small piece of information. Upload all your and your client's documents onto the Insuremin App.
Policies
Manage all your insurance and client policies from within the app. You can create, store, upload or sign policies through the Insuremin app.
Personnel
You are also able to manage all your personnel and their access rights to the app such as access to only certain parts or features of the app.
Claims
New claims can be logged through the app as tickets. Brokers can also review historical claims from all his clients.
Inspections
All Claims created on site on the App will be listed here for Inspection.
Contact us now for more information or to book a free demo
+27 10 110 9880
info@insuremin.co.za
