MI Analysis

If all information is being captured by brokerstar, then the entire business can be monitored through reports and KPIs. These can be on a per-role basis against target and team performance, or on a management level to ensure the business is tracking and taking intelligent action in a timely manner

The reports and KPIs provided by brokerstar are based on best of practice analysis, but they are not limited to these. Self-defined KPIs and specific analysis and targets can be self-configured into brokerstar

MI Analysis

Examples of analysis are:

  • Numbers and sources of leads vs outcomes
  • Staff performance
  • Imported claims data vs income for loss-ratio approximation
  • Conversion ratios from application to quote/quote to re-quote/NTU/On-Cover
  • Class vs income levels and targets
  • Inbound lead volume
  • Inbound lead quality
  • Time spent per lead
  • Time spent per policy
  • Time spent per £ income

In addition brokerstar provides significant capability to audit activity, what happened exactly on a customer journey, when and by whom in the internal team, task turnover by volume and timeliness in order to ensure resources match requirement as closely as possible

Benefits

savetime
Save Time with Online Servicing

Put more time back in your day by offering your clients a 24/7, online portal. By allowing your clients to self-serve, they can get the information they need around the clock. Dramatically reduce the amount of time spent servicing and marketing to your clients.

Quickly Provide Value
Quickly Provide Value

Get your clients up and running in no time. With the client portal, user profiles are generated automatically and come prepopulated with pages, colour and content. Clients are notified automatically through the system once it's ready for them to sign in.

Boost Client Engagement
Boost Client Engagement

Stay in front of clients without adding extra work, with automatic content postings and emails branded back to your business. Increase retention and reduce the amount of time spent servicing clients, so you can focus on prospecting and growing your brokerage instead.

Policy Administration System

Key Capabilities

On-Demand Resources

Provide you client essential resources. Once the client signs in and set their preferences, the system can send relevant Regular Mandatory Regulatory Updates, Such As MID Updates

Quickly Engage Clients

View and manage Quotes, Policies and Required Documents. Request changes to the policies and send reminders

Cross-sale Opportunities

Market and transact with your Customers every time they log in Sell other products based on information provided, give special time-limited offersd.

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