A REVOLUTIONARY INSURANCE
PORTFOLIO MANAGER (IPM) that facilitates a seamless interaction between your
brokerage, your clients and the insurers. IPM assists your advisors to
ensure their compliance is correctly applied, has auto-rating available on
selected insurers and gives all staff members insight into the business and also
allows the KI to manage the brokerage from their preferred electronic platform.
YOUR FIRST MONTH IS ON THE HOUSE
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WHAT WE OFFER IN THE BROKERAGE
You are easily able to justify your fee (broker / policy) to your clients.
Powerful tools, including vehicle and property valuation calculators, policy comparison feature and mailer function (reach selected group of clients with one e-mail).
Brokers are guided through the compliance process by the system.
Obtain quotes from multiple insurers with one click!
Instructions (including - amendments, renewals and cancellations) easily administered to the point of finalization in one place!
Claim submission, notifications, claim form generation and progress reports up to claim settlement
Any emails sent from and to the system will trigger our intercept functionality.
Audit trails and office dashboard allows the KI to see who, where or what.
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HOW WE EASE YOUR RELATIONSHIP WITH THE FSB
1. With the assistance of Moonstone, our compliance module is accurate and always relevant.
2. A CO can easily obtain all the necessary documentation related to
specific clients or across the entire brokerage.
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THE BENEFITS
Compliance is no longer a headache.
Once on our platform, your business is easily transferable and can be valued accurately.
Printing costs are dramatically reduced.
Systems currently being paid for can be eliminated.
Our relationship with Moonstone allows us to always present
you with the correct compliance procedures and
documentation.
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