the broker business management system - cloud platform for insurance brokers
TRANSCRIPT
Empirical Efficiency Inc.
Contents
System Overview
Document Management
Client management
Workflow
Workforce Management
Business Intelligence
Accounting & Transaction Processing
Communications
Information Security
Contact
System Overview
Operates an insurance broker’s entire
business
Secure, fast and flexible web based
platform
Accessible to authorized users
anywhere and anytime
Centralized system that brings together
all parties (brokers, clients, insurers)
Document Management
Fast
Direct access to files through iFrames
Efficient
Linked to information & workflow
Automatic document & invoice production
Secure
Communications and transfers secured with 256 bit encryption
Files can’t be access from outside the system
Client Management
Client Profiles
Contact Information
Linked to:
○ Purchased products
○ Electronic documents
○ Communications
Prospecting
Workflow
One system for all operations
Start to finish
○ Data Entry / Administration
○ Production
○ Management
○ Reporting
Tasking
Workforce Management
Account assignments
Real time performance monitoring
Secure employee profiles
Business Intelligence
Data mining
Real time reporting & Management New business
Business continuation and retention
Current status / Pending & Outstanding business
Success metrics
○ Ratios
○ Results
Industry / geographic profiling
Prospecting
Transaction Processing
Invoicing
Allocation by locations or divisions
Accounts receivable / payable
management
Bank account reconciliations
Communications
Emails to clients and underwriters
Automatically filed and linked
Discussion board
Create discussions about topics of interest
Internal memos and discussions are
archived and easily available
Allows questions and answers to be made
available to everyone and avoids answering
the same questions multiple times
Information Security
Secure user authentication
Secure access to files / Read only
Secure database
Encrypted sensitive and private data
Database only accessible by administrator with proper credentials
Secure file storage
Daily backups
All communications are encrypted
