Broker Star :: PAS Integration

PAS Integration

Brokerstar works independently, but best if it is integrated with an existing Policy Administration System. We will discuss with you the capability to integrate:

Inbound Policy information mapped from risk capture and rate calculation
Automated synchronisation of tasks/diaries
Automated synchronisation of key policy activities for reflection in customer portal
Document access outbound from PAS
Document upload inbound to PAS
Financial information for collation into MI and Target comparison

Benefits

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

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

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.

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.