SISnet Broker is a new product inside SISnet Suite, focused to cover the needs of the distribution channel oriented, among others, to large brokerages, underwriting agencies and bank assurance brokers
Why
The current software offer for insurance brokerage is too generalist and oriented to small and medium size brokerages
From the point of view of integration between insurers and brokerages, it has not gone beyond services based on price and structural elements of the contract (policies, invoices and claims), without being able to attend processes and customers
From technology perspective, it does not satisfy large brokerages direct channel needs
Some of the insurance companies feel imprisoned of brokerage software, because of maintenance duplicity of costs
Keys to success
Based on SISnet Insurance framework, with more than 13 years' experience in productive environments of the insurance market
Strategic agreement with El Corte Ingles insurance brokerage (CESS), so that this product serves as a basis for the integral management of its back office
Integration synergies between SISnet Broker and SISnet Insurance, sharing the same technology framework
Support from SISnet Insurance clients already working with CESS
Native support for SISnetStudio tools
Functional scope
Product workshop
Processes workshop
CRM
Business and processes agenda
Sales network management
Document management
Commission and incentive management
Management control
Bank invoicing and other means of payment
Second collection and bad debt management
Contracting processes and portfolio maintenance
Claim module
Commission settlement to own network
Settlement to companies
Security management
Content management
Correspondence module
EIAC
Native integration with insurance companies
Process agenda in mobile app
Technology keys
Based in J2EE technology
Multi-database (Oracle, IBM DB2, Microsoft SQL Server)
