BROKERMASTER PAPERLESS PRACTICE MANAGEMENT SOFTWARE

Smart software improves productivity. 

This site was created to show one example of paperless practice management software.

Should you wish to suggest improvements or discuss your specific needs please contact: This email address is being protected from spambots. You need JavaScript enabled to view it.

We may have a solution for your software problem areas.

The paperless 'stand alone' system allows & collates input from all offices and mobile staff.

The software & tailored 'schema' work with external and internal SQL databases.

This example was installed by migrating Client cards and Policy ledger information from existing SQL databases.

MAJOR FEATURES:

Practice Management simplified by instantly viewable & exportable record sets that include ledger reports.

Satisfies 95% of an insurance brokers requirements for their licence, Business & Compliance Rules.

A "Day Diary" record of all new matters that require action.

Work allocated to selected staff or teams.

A permanent history record of work done, includes a view of the policy wording sold for each transaction.

Monitors work that is not done and nearing business rules timeframes.

Monitors staff resources needed.

Monitors profitability of a transaction, each client’s portfolio, Underwriters by policy wording, policy type grouping and allows portfolio analysis of many different types.

Monitors the business income & profitability.

Our costs estimates produced a net income figure, for last financial year, that was 98% of the audited figure.

The Videos show some of the functionality features.

Contact us for a more detailed viewing of the system.