..............:: Robocom Business System Pvt Ltd ::..............

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Smart-I-Broker

What Insurance Brokers require in today’s world is quick and maximum information about their existing and prospective client at a click of a mouse. They need to be serviced and given ADVISE with accurate information from time to time.

Hence, SMART-I-BROKER has been specially designed to meet such requirement of the Insurance Brokers. It takes care of the existing contacts, future prospects, sales as well as service needs effectively. It is an efficient time saving tool to help the Insurance Brokers in providing prompt & efficient service and professional advice to their clients.

SMART-I-BROKER takes care of every aspect of the insurance data of the client with effective features, which will help the Insurance Brokers from the time of making a contact to the settlement of the claim with all types of service requirements in between.

SMART-I-BROKER takes care of all the existing clients, prospective clients, every policy that is sold, sum insured, premium, brokerage, claims & renewals to the Broker.

SMART-I-BROKER is designed in a very user-friendly manner, keeping in mind the adversity of the broker’s whether freshman or experienced.

Salient Features
SMART-I-BROKER has a very well defined list of effective features like :
•	A client-server system having Branch and Head Office Modules Maintaining Clients contacts, Family contacts, Personal details, etc.
•	Maintaining Clients contact history data Keeping track of Prospective clients
•	Reminders for daily To-Do’s
•	Reminders for daily Appointments list
•	Reminders for Recurring type of Events
•	Registration of Enquiries raised by prospective clients
•	Sending Proposals to insurance companies for quotation for collecting information about the available plans, rates, premium, payment terms etc.
•	Submitting the Quotations to clients after receiving the rates from the insurance companies
•	Making and keeping track of documents issued like Covering letter, Reminder letter, etc.
•	Maintaining Proposals & Quotations in various formats like doc, xls, ppt, gif, etc. within the system
•	Provision to record the Premium details with due dates after receiving Acceptance of Quotations
•	Provision to maintain details of every policy
•	Provision for co-insurance
•	Provision to maintain records in multiple currencies
•	Provision to maintain the Premium & Brokerage statement.
•	Provision to record the Claims & Re-insurance
•	Provision to generate Insurance related reminders like Premium reminder, Claim reminder, Maturity reminder, Renewal reminder, etc.
•	Provision to Export & Import data from Branch to HO
•	Provision to generate MIS reports at HO such as Branch-wise or All India-wise Sum Insured, Premium, Brokerage Collection as well as Claims, Renewals & Lost Client’s Reports.
Characteristics
Characteristics of a “SMART-I-BROKER” :
•	Plans Properly and meets with appointments
•	Regular Follow up
•	Offers Right solutions
•	Presents well with thorough preparation
•	Keeps Information Handy
•	“Work Smarter not Harder”

Robocom Business Systems Pvt. Ltd. presents to you versatile software - “SMART-I-BROKER”, which has all the characteristics of a Smart Insurance Broker. SMART-I-BROKER will help the serious Insurance Brokers in attaining their goals faster and easier. It takes care of the total Pre-Sales and Post-Sales activities. The regular use of the software will increase confidence and will enable Brokers in knowing their customers and serve them better.