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

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