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Ten cool functions

1

Work­ing in mul­ti­ple win­dows (brows­er tab). Edit sev­er­al at the same time by jump­ing from one win­dow to anoth­er. Indi­vid­u­al­i­sa­tion Many set­tings such as view, fil­ters, etc. Page adapts to the device (respon­sive).

2

The four lan­guages Ger­man / French / Ital­ian / Eng­lish can be set indi­vid­u­al­ly for each user as well as for each cus­tomer and com­bined as desired. 

3

Auto­mat­ic Syn­chro­ni­sa­tion with mail pro­grams (e.g. Microsoft 365) for cal­en­dars, tasks, con­tacts and incom­ing and out­go­ing mail. Not to for­get the Tele­pho­ny inte­gra­tion incom­ing and outgoing.

4

The extend­ed File man­ag­er allows you to save poli­cies, invoic­es, quotes and any doc­u­ments and cre­ate cus­tomised file struc­tures as in Explor­er. Doc­u­ments can also be made acces­si­ble to customers.

5

Access at any time from all over the world with any device, with any brows­er in any oper­at­ing sys­tem via a secure data con­nec­tion. No instal­la­tion on the device necessary.

6

The com­plete­ly new Bro­ker­Web Cus­tomer por­tal offers a cus­tomer jour­ney with exchange of infor­ma­tion, doc­u­ments, process­es and reports con­ve­nient­ly in both direc­tions. Sup­ports the design of the bro­ker and is expandable.

7

Mul­ti-fac­tor authen­ti­ca­tion (MFA) ensures a secure login. For access to Bro­ker­Star and Bro­ker­Web, this is con­fig­ured for each cus­tomer with a sin­gle click. Secu­ri­ty and data pro­tec­tion (nDSG 2023) at the high­est level.

8

Inter­faces enable the con­nec­tion to third-par­ty pro­grammes. These are avail­able as stan­dard for many appli­ca­tions. (Sobra­do, 3C, One Bro­ker, bro­ker­busi­ness, Aba­cus, Sage …)

9

Process­es with­out media dis­con­ti­nu­ity, Work­flow is the name giv­en to auto­mat­ed work­flows that exe­cute a series of actions with­out man­u­al inter­ven­tion, e.g. invoice process, man­date, poli­cies, etc. Work­flow sup­port in the stan­dard system.

10

The five-stage Report­ing allows cus­tomised auto­mat­ed reports, charts, dash­boards and cock­pits in addi­tion to the stan­dard eval­u­a­tions as a com­pre­hen­sive Man­age­ment Infor­ma­tion Sys­tem. Also direct­ly in BrokerWeb.