IMA

The IMA - Inveda Makler Assistent is a CRM software designed specifically for insurance brokers. According to the vendor, it provides tools for managing customers and contracts, conducting risk analysis and consultations, creating applications and documentation, and comparing insurance tariffs. The IMA is said to be suitable for insurance brokers of all sizes, from small to medium-sized insurance brokerages. It caters to professionals and industries such as insurance brokers, independent agents, insurance agencies, insurance consultants, and risk management professionals.

Key Features

Maklerverwaltungsprogramm: The IMA - Inveda Makler Assistent is claimed to provide insurance brokers with an all-in-one software solution for managing customers and contracts, conducting risk analysis, and creating applications and documentation.

EU-Vermittlerrichtlinie: According to the vendor, this CRM software supports insurance brokers in providing comprehensive and verifiable advice before contract conclusion, with automatic generation of the necessary documentation.

VVG-Reform: The IMA is said to ensure the provision of all contract-relevant information before contract conclusion, along with complete documentation and automatic transfer into applications.

IMASync: The vendor claims that users can synchronize data between different devices and within the team using IMASync, enabling offline work and automatic synchronization when an internet connection is established. It also offers a backup function for data recovery.

Tarifvergleich und Dokumentation: Insurance brokers can supposedly quickly compare insurance tariffs, taking into account individual parameters and adapting to the specific situation. The IMA is also said to provide an objective evaluation of insurance tariff benefits.

Anpassung: The vendor states that users can customize the software by incorporating their own logo and photos into the printable documents.

Design individuell anpassen: Users can reportedly choose from pre-designed layouts for their website and customize the color, logo, and content to match their brand. Each layout offers various sections that can be filled with different content. Users can also select from a variety of pre-built text modules to easily create their desired content.

Zugriffsstatistiken: According to the vendor, users can analyze visitor behavior and gather insights to reach customers more effectively. They can access necessary information through the IMA's analytics tools.

Redaktionssystem IReS: Insurance brokers can supposedly create their own texts using the modern editorial system, IReS. The vendor claims that it saves changes historically, allowing users to revert to previous versions and track modifications easily.

Bilder und Videos einfügen: Users can reportedly easily add images or create image slideshows on their website. They can also display YouTube videos instead of images to enhance their website's visual appeal.