Broker Management

The module supports:

  • Management of broker data
  • Specification of the products a broker can sell per channel
  • Searching for brokers based on postal code and area
  • Management of the look and feel of the Internet module of the broker
  • Registration of the hierarchy of the broker organization:
    -  holding
    -  head office
    -  office
  • Commission management
  • Commission reports
  • Several types of brokers (intermediaries, proxies, agents, business partners and other insurers, travel agencies and car dealers)
  • Several locations per broker
  • Broker segmentation for marketing purposes
  • User ID / password or digital ID to identify the employees of the broker