What the Broker Management App can do for you
Track performance and strengthen relationships
With the emergence of new insurance broker software platforms and distribution channels in financial services, effective management of agents and brokers will be even more important in this increasingly competitive market.
By leveraging the power of Microsoft Dynamics 365 and the Power Platform, the Broker Management App leverages key data and intelligence to gain comprehensive insights into broker performance, helping firms strengthen crucial relationships and build an even stronger network of resellers and partners.
Key features and benefits
- Streamlined broker onboarding process
- Easily track all information on contacts, authorised products and activities
- Gain comprehensive insights into broker performance
- Identify areas of concern, required development or opportunities
- Panel management provides insights into brokers relations with competitors and their competing products
- Full integration with Microsoft 365 including Outlook and Excel
- Can be embedded with Power BI to access additional insights and analysis
Xcelerate your financial services initiative with a free FS Xcelerator Workshop
Given these challenging and uncertain times, Xpedition is currently offering a free FS Xcelerator Discovery workshop for qualifying financial organisations, no matter what sector you work in to help identify insurance broker software.
For this initial financial services Discovery Workshop, Xpedition consultants will conduct a high-level review that explores your current environment, your biggest challenges and your future requirements.
Discover how we can help you on your Digital Transformation journey
Comprehensive PE portfolio insight for Deutsche Beteiligungs
A comprehensive, real-time PE portfolio insight for leading private equity firm, Deutsche Beteiligungs AG
Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM
Xpedition was the partner of choice for leading private equity firm Oakley Capital. Discover the story behind the delivery of a powerful deal and investor relations focused CRM solution. Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused CRM featuring secure, full-featured mobile access The Challenge:…
A powerful, comprehensive customer-centric system for The Openwork Partnership
Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and…