Name: IMA
Author: Inveda.net

Help Desk

Web and Video Conferencing

Customer Support

Academic Advising

Attendance Tracking

Online Learning

Education

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Diagramming

Enhanced 911 (E911)

Meeting Management

Supply Chain Management

VoIP

Workspace Planning

Enterprise

Accounting

Corporate Performance Management (CPM)

Crypto Asset Management

Cryptocurrency Mining

Cryptocurrency Wallets

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

On-Demand Payment

Payroll

Resume Parsing

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Collaboration

Data Masking

Data Pipeline

Endpoint Security

Firewall

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

NoSQL Databases

Password Management System

Remote Desktop

Remote Support

SaaS Backup

Threat Intelligence

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Demand Generation

Digital Experience Platforms (DXP)

Email Marketing

Marketing Automation

Product Management

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Email Signature

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Construction Management

Legal Billing

Real Estate

Vertical-Specific

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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.

SugarSync is a cloud storage and backup solution designed for small businesses.

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Basic

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Essentials

Business

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Dropbox

File Sync

Inveda.net

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