Services and commerce
Insurance brokerage
Follow insurance business from the client request to the policy and its collections.
Keep quotations, renewals and commissions visible alongside the case, with dedicated views for insurance companies and cash movements.
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Insurance brokerage · Add-on
Insurance brokerage
Follow insurance business from the client request to the policy and its collections. Keep quotations, renewals and commissions visible alongside the case, with dedicated views for insurance companies and cash movements.
Available as an optional module for your Equinox setup.
Features
Inside the module.
Explore the working areas, records and tools available in this module.
To do
The copilot's proposals: confirm, skip, or undo. No row runs without a click.
Cash
Match incoming transfers to instalments and keep an eye on suspense items
Commissions
Work out what you owe your intermediaries and settle it once the instalment is collected
Companies
The company catalog and your profile for each one: contact, where to send quote requests, expected days
Import portfolio
Load the portfolio you already have from a CSV file: customers, policies and premiums in one pass
Inbox
Mail from TALON and the other bridges: who wrote, about what, and which practice it belongs to.
Policy portfolio
Keep an eye on expiry dates, instalments and collections across your policies
Renewal queue
Policies coming up for renewal, with their churn score, the reason and the suggested action.
Company report
Response times per company on historical data. Two columns: the company's time and ours.
Risk certificates
The archive of certificates read from documents, with the bonus-malus class stated and our own projection.
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In practice
The work, step by step.
Explore the activities this module brings together. Choose a step to see what you can manage.
Prepare the request
Manage client cases, market requests and the quotations received.
Follow the policy
Follow policies and renewals with their associated insurance companies.
Check collections
Track collections and commissions through the brokerage cash views.
Start with the way you work.
Equinox
Start with the way you work.
Tell us about your processes. We can identify the modules and configuration that fit your business.
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