A new era begins
BrokerStar, the solution from start-up to enterprise broker.
New BrokerStar V‑3
- Newer, more consistent design
- Many new functions
- Unfilled fields are not displayed
- higher integratin from Sobrado
- More detailed premium statement
- New authorisation system
- Improvement of commission system
- Forecast Tool
- Performance improvement
- fully compliant with nDSG
Highlights
- Maximum security and data protection
- New customer portal
- Secure mail dispatch
- Mail synchronisation and telephony
- Integration of Sobrado
- Multi-client capability
- Improvements in reporting
- Member of IG B2B and SIBA
- Participation in EcoHub AG
- The simple basic solution
- contains all BrokerStar basic functions
- Cost-effective all-inclusive prices
- Upgrade to standard possible at any time
- Restriction: no additional options
- Fixed support model
Exciting modules
Additional modules for BrokerStar
Secure exchange with BrokerWeb
The BrokerWeb customer portal enables the exchange of information, documents and data between broker and customer in the same way as e‑banking. Transmission takes place via a secure connection that does not allow external access.
to BrokerWeb
Intelligent analyses
The term reporting covers all types of analyses, whether as a list or a graphic and regardless of the format, and in the following article we explain how the reporting system in BrokerStar is structured.
to Reporting
Making calls with BrokerStar
Not only does dialling a telephone number in the programme automatically create the connection. For incoming calls, the system also recognises a saved number and automatically opens the corresponding customer window. The solution currently works exclusively with the popular 3CX telephone system. The low costs make this useful option a highlight.
to telephone
Automatic invoice dispatch
Since 2025, only the IG B2B standards 5.2 and 5.4 have been valid. The XML must contain the invoice PDF. After checking, this can be electronically stamped and automatically forwarded. Invoices created by the broker are also saved automatically and sent automatically by email, via the customer portal or by post.
to invoice process