Need a great online CRM tool for your short-term insurance business?
Go4 Broker is the right choice for you!
Go4 Broker is the right choice for you!
Send multiple quotation requests (to different insurers) by only loading the information once, great for keeping track of quotes and recordkeeping of turnaround times.
Automatic generation of relevant compliance documents, eliminating the need to repeat same information on different forms. We even make the forms look exactly like your own!
Instructions (amendments, cancellations, renewals, notification of unpaid premiums etc) are loaded per client with perfect recordkeeping. Outstanding instructions are flagged on the dashboard for monitoring by KI’s or management.
Easy to register a new claim with relevant claim form auto-generated. Keep track of claim with progress reports and load internal claims procedures to be followed. Documents can be added via our new drag and drop functions.
Everything done in the system is linked to a chosen client. On clients page you will have immediate access to any quote, claim, instruction, compliance files, complaints, communications for the particular client.
Vehicle Valuator, Property Calculator, Task Manager, Bulk mailer function to filtered clients, SMS communication functions and more.
Multiple reports available on Quotations, Claims, Renewals, Clients and Underwriting. We even have a birthday report sent from system to your inbox to remind you of client’s special day!
Your data is safe and it is yours! We only make use of reputable data warehouses and system administrators as is required by legislation and can give a data export to you at any time requested. |
The first month is on us! – You will not be billed during your first month of use as we believe that the proof is in the pudding. Test it out and see if it works for you. |
We are able to export requested blocks of data to Excel. |
We can also import data (like client information) from Excel files, making loading of client or policy information a very easy affair. |
API Integrations with Third Party systems and or black box rating available. |
Document Builder – we are able to capture any of your existing documents and map fields within the system to these documents, double capturing is a thing of the past… |
Make your POPI and TCF requirements a part of your business without having to complete reports and documents. |
All of this can be done on your smartphone, laptop or tablet! Get with the times and make the move to a technology driven future with Go4Broker! |