Insurance Broker Management App

With the emergence of new technology 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.

• 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

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.

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.