COREFIN Broker Solution

The COREFIN Broker Solution is a management solution built on Microsoft Dynamics 365, specifically designed for insurance brokers. According to the vendor, this software enables insurance brokers of varying sizes to efficiently manage their business operations and gain a comprehensive understanding of their customers. The solution caters to the needs of insurance brokers and insurance companies, equipping them with tools and functionalities to streamline core processes such as claim management, sales, marketing, customer service, accounting, and back-office operations.

Key Features

Fully Integrated Solution: According to the vendor, the COREFIN Broker Solution is an insurance software solution based on Microsoft Dynamics 365. It offers highly customized CRM functionality along with off-the-shelf add-ons for Insurance & Brokerage, integrating various functionalities to provide a comprehensive system for insurance brokers.

Easy to Manage: The vendor states that COREFIN Broker Solution is designed for effortless management by insurance brokers, eliminating the need for IT assistance. Users have complete control over setting up new products and services, defining business processes and procedures, all in real-time. The system allows for seamless configuration and customization, empowering brokers to adapt the solution to their specific requirements.

All in one place: According to the vendor, COREFIN Broker Solution streamlines all processes with automated workflows, ensuring strict adherence to business procedures. All data and activities are tracked and accessible in a centralized source, facilitating analysis and performance monitoring. The solution provides insurance brokers with a unified platform to efficiently manage their business operations.

Claim Management: The vendor claims that the solution offers robust capabilities for efficient handling and processing of insurance claims. It enables brokers to effectively track and manage claims from initial filing to settlement, ensuring prompt and accurate processing.

Sales: According to the vendor, COREFIN Broker Solution includes sales management features to help brokers effectively manage their sales processes. It provides tools for lead management, opportunity tracking, and sales pipeline management, enabling brokers to streamline their sales activities and enhance their sales performance.

Marketing: The vendor states that the solution offers comprehensive marketing functionality to support brokers in their marketing efforts. It provides tools for campaign management, lead generation, and customer segmentation, empowering brokers to target the right audience and optimize their marketing strategies.

Customer Service: According to the vendor, COREFIN Broker Solution includes features to enhance the broker's ability to deliver excellent customer service. It provides tools for managing customer inquiries, complaints, and support requests, ensuring prompt and efficient resolution and fostering positive customer relationships.

Accounting & Back Office: The vendor claims that the solution incorporates accounting and back-office functionalities to streamline financial processes for insurance brokers. It enables brokers to efficiently manage accounts payable and receivable, financial reporting, and other financial operations within a single system, ensuring accurate and organized financial management.

BI & Reporting: According to the vendor, COREFIN Broker Solution offers robust business intelligence and reporting capabilities. It provides comprehensive reporting tools and dashboards, empowering brokers to analyze data, generate meaningful insights, and make informed decisions to drive their business performance forward.