VSoft Insurance Broker

VSoft Insurance Broker (VIB) is a comprehensive software solution specifically designed for insurance brokers. According to the vendor, VIB serves as an advanced platform to support managers and brokers in their daily activities and streamline their work processes. It caters to insurance brokerage firms of all sizes, ranging from small agencies to large enterprises. VIB is tailored to meet the needs of insurance professionals, including brokers, agencies, consultants, risk managers, and underwriters.

Key Features

Flexible Configuration: VIB offers a flexible and configurable system that allows business users to customize the software according to their specific requirements. According to the vendor, this flexibility enables companies to quickly adapt to market changes and meet customer needs.

Post-Implementation Support: The vendor provides comprehensive post-implementation support to ensure a smooth transition and ongoing assistance after the system is implemented. This support aims to help brokers and managers effectively utilize VIB and address any issues or questions that may arise.

Quotes Management: VIB includes a robust quotes module that empowers brokers to efficiently manage risks, clauses, and covers. It provides a centralized register of quotes and offers, streamlines the creation of insurance programs, and generates accurate documentation. The system also automates the process of sending quotes and facilitates efficient documentation management.

Policy Management: VIB offers a comprehensive policy management module that allows brokers to maintain a detailed register of policies and insurance items. It provides features for managing annexes, renewals, and monitoring expiring policies. Additionally, the system supports the management of general contracts and fleet policies.

Data Security: The vendor emphasizes the importance of data security and implements robust technical and organizational measures to protect sensitive information. VIB includes a built-in user authentication module and undergoes regular internal security assessments. The system is designed to comply with GDPR regulations and ensures data security through strict internal policies and business continuity planning.

CRM (Customer Relationship Management): VIB incorporates a CRM module that provides brokers with a comprehensive 360-degree view of their clients. It offers intelligent search capabilities, a task list, and a calendar with appointment reminders. The unified sales process and increased efficiency in customer interactions are expected to result in improved customer conversion rates.

Advanced Reporting: VIB offers a wide range of reporting capabilities, including settlement reports and analytical financial reports. The system also provides self-service business intelligence reports for enhanced data analysis and informed decision-making. Clients can access policy and payment information through the client portal and conveniently download policy documents.

Efficient Claims Management: VIB includes a dedicated claims management module that enables brokers to handle and document claims efficiently. It provides timely deadline notifications, facilitates seamless document exchange with brokers, and ensures accurate documentation throughout the claims process.

Customizable Configuration: VIB allows users to easily configure various aspects of the system, including dictionaries, process workflows, document templates, and notification templates. The software offers role-based permissions and robust task management capabilities. It seamlessly integrates with email systems, provides calendar and task management features, and offers comprehensive manager dashboards for effective monitoring and oversight.