Voucher

3 important topics for you as a broker

 

Broker processes

Seam­less process­es across pro­grammes and com­pa­nies make every­day life eas­i­er, avoid incor­rect entries and cre­ate seam­less data. Here are a few examples:

  • Invoice con­trol, dis­patch, bro­ker­age settlements.
  • Man­date process up to the insurer
  • Cus­tomer por­tal with two-way com­mu­ni­ca­tion and chat
  • Full mutu­al data syn­chro­ni­sa­tion with Sobrado
  • Tele­phone integration
  • Cus­tomised adaptations 
Vouch­er CHF 500.-
to bro­ker processes
 

Broker security

Com­pli­ance, data pro­tec­tion and cyber­se­cu­ri­ty are impor­tant for bro­kers and their cus­tomers. In addi­tion to cus­tomised pro­tec­tion, cus­tomer advice also offers new opportunities.

  • Com­pli­ance require­ments today and tomorrow
  • Require­ments of the Data Pro­tec­tion Act (nDSG)
  • What cyber secu­ri­ty mea­sures are in place?
  • The most impor­tant haz­ard scenarios
  • Address­es of con­tact points for the above topics
Vouch­er CHF 500.-
on data security
 

Broker software

The sophis­ti­cat­ed soft­ware for dig­i­tal bro­ker­age cus­tomis­able to the respec­tive needs of the bro­kers. Many addi­tion­al mod­ules avail­able for a high lev­el of automation.

  • Address­es, poli­cies, pre­mi­ums, brokerage/commissions, billing
  • Secure com­mu­ni­ca­tion (mail, secure mail, por­tal, chat, SMS)
  • Seam­less inte­gra­tions and interfaces
  • Com­pre­hen­sive ecosys­tem, many addi­tion­al func­tions and modules
  • Main­te­nance, fur­ther devel­op­ment, sup­port included
  • Indi­vid­ual cus­tomi­sa­tion possible
Vouch­er CHF 500.-
to Ecosys­tem

Neu­tral and non-bind­ing advice for Broker

  • com­pe­tent
  • dig­i­tal
  • safe
 
     Your con­tact:
     Phone 061 716 11 11
     Mail info@wmc.ch

I would like to prof­it…
My con­tact details:

    Demo request

    I would like a non-binding demonstration

     

    BrokerStar

    The sophis­ti­cat­ed soft­ware for dig­i­tal bro­ker­age cus­tomis­able to the respec­tive needs of the bro­kers. Many addi­tion­al mod­ules avail­able for a high lev­el of automation.

    • Address­es, poli­cies, pre­mi­ums Brokerage/commissions
    • Doc­u­ment and text management
    • Many addi­tion­al func­tions and modules
    • Cus­tomer portal
    • Main­te­nance, fur­ther devel­op­ment, sup­port included
    • Indi­vid­ual cus­tomi­sa­tion possible
    from CHF 240.- / mt.
    to home­page
     

    BrokerStar light

    The bro­ker solu­tion for start-ups, new­com­ers and small­er bro­kers who want sim­ple, tried-and-test­ed bro­ker soft­ware at a favourable price.

    • All func­tions of the stan­dard version
    • All updates includ­ed, no sep­a­rate costs
    • Fixed sup­port hours included
    • No addi­tion­al mod­ules available
    • Update to Bro­ker­Star pos­si­ble at any time
    from CHF 150.- / month.
    to the overview

    iOffice the all in one software

    The dig­i­tal soft­ware solu­tion for ser­vice providers and SMEs in trade and com­merce. Easy to use and sophis­ti­cat­ed thanks to many years of expe­ri­ence. iOf­fice keeps your office under control.

     

    • Address man­age­ment, CRM, lead management
    • Order pro­cess­ing, invoic­ing, reminders
    • Cor­re­spon­dence, notes, doc­u­ment storage
    • Project man­age­ment, tasks, performance/time management
    • Analy­ses, reporting
    • Appoint­ments, e‑mail, SMS, tele­pho­ny integration
    • Cus­tomer por­tal, Inter­net online services
    from CHF 29.- / mt
    to iOf­fice

    The soft­ware solu­tions from WMC

    • com­pe­tent
    • uncom­pli­cat­ed
    • dig­i­tal
     
         Your con­tact:
         Phone 061 716 11 11
         Mail info@wmc.ch

    Enquiry
    My con­tact details: