Name: VSoft Insurance Broker
Price: 179 USD
Author: VSoft

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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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.

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Single User Performance License

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Producer Bundle

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Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

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VSoft Insurance Broker

Overview

What is VSoft Insurance Broker?