Brokers
The PARTNER communication module
Solutions to support digitization and sales automation in Partners.
Brokers
With stable solutions, we help brokerage companies always calculate commissions and career positions accurately and on time. We support digitalization of processes and high-quality client care with new technologies.
Areas of operation
WHAT CAN WE HELP YOU WITH?
Expertise in the brokerage segment
With the delivery of our solutions and services, we also provide business consultations and advice for the effective creation of complex application solutions.
Commissions processing and career structures management
Support and automation of monthly commission-career processes and procedures (commission management, product management, debt records, client and contract management...).
Sales and client care support
Daily workflows of a financial agent are covered through financial analysis, sales network management, planning, reporting, e-learning and more.
Access to information
Client access to detailed currently valid data or documents of active and terminated contracts within the client zone. Communicating with the client and sharing information about the news.
Integration of partner companies
Automation of commission management, data flows from a sales perspective as well as importing data records for the needs of the back-office department.
Projects
Selected projects
Brokers
Online risk insurance calculator
Solutions to support digitization and automation of OVB sales.
Brokers
OVB Agent portal
Business communication support and client care.
Brokers
Partners portal
Sharing of client information.
Brokers
PROSIGHT: Commission-career system
Covering the back-office processes of financial intermediaries and processing a large number of contracts, products, etc.
Contact persons
ARE YOU INTERESTED IN A SOLUTION? CONTACT US.
Peter Varga
Insurance and brokerage systems
peter.varga@softec.skŠtefan Poliak
Senior manager
stefan.poliak@softec.sk