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Create a streamlined, market leading tech experience that complements and enhances customer relationships.
Our broker-specific portals can be channelled into an intuitive customer-facing gateway that transforms the way you manage customer relationships. Quick and easy quotation comparisons allow businesses to assess different options efficiently and manage proposals with ease. Furthermore, converting a professional quote into a proposal can be done simply and immediately, streamlining the sales process, and reducing the time it takes to move from interest to action.
A Unified Multi-Functional Platform
Consolidate disparate functionalities and processes, such as quotation calculation and proposal management, into a single, intuitive, personalized platform.Convenience and Compliance
Tailored broker solutions, from quick quote comparisons to detailed audit trails, help you enhance service and ensure compliance and efficiency.Transparency for Peace-Of-Mind
Ensure transparency with detailed, built-in audit trails. This will help track your history of quotes, transactions, and interactions to more easily and quickly resolve disputes.Intuitive and Streamlined
Our wide selection of features, such as automated document generation, advanced on-screen analytics, and easy 3rd party integration, mean we can streamline every stage of the process.
Our intermediary portals make the process of quotation and proposal management simpler and more effective. You can quickly compare options and seamlessly convert quotes into professional proposals, plus our real-time deal tracking enables businesses to monitor progress, make informed decisions, and respond promptly to opportunities. By leveraging the data-driven insights we provide, you can proactively adjust sales and marketing efforts, tailor offerings, and improve client satisfaction.
Explore our solutions and discover how they can enhance your business and earning potential.