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Logo Broker Up Bancaseguros

Insurance Management and Sales Platform for Financial Institutions

What is Broker-Up Bancaseguros?

Broker-Up Bancaseguros is a back-office, sales, and service technology platform that enables the management and distribution of both mandatory and voluntary insurance policies through the various sales channels of the financial institution. It integrates with internal systems and insurers.
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It brings together the best technology to offer valuable features such as: product configurator, online policy quotation and issuance, CRM tools, telemarketing, workflow, alerts, digital archive, APIs, among others.

It is modular, scalable, and easily configurable. Capable of supporting processes, products, and services for mandatory insurance (linked to credit), voluntary insurance, and policies endorsed in favor of the financial institution.

Integrated with the financial institution’s internal systems to boost sales and post-sale services through various channels such as: Contact Center, Branch Network, Credit Department, Digital Channels, Customer Service Platform, among others.

Value-Added Features

  • Multichannel solution that places the customer at the center of the business.
  • Increases service quality and customer satisfaction by optimizing the customer journey and user experience throughout the entire policy lifecycle: quotation, issuance, premium collection, claims handling, modifications, cancellations, and renewals.
  • Enables channels and/or points of sale to quickly offer new insurance products through its Product Configuration module (no coding required).
  • Enhances sales force capabilities through various sales tools (CRM, landing pages, telemarketing, and sales portals).
  • Integrated with the institution’s internal systems such as: core banking, automatic debit, digital signature, credit bureau, among others.
  • Allows insurance features to be incorporated into Internet Banking and Mobile Banking via a complete set of APIs.
  • The Commissions module enables invoicing and reconciliation of commissions collected from insurers, as well as commission settlements for sales channels, collectors, and the sales force.
  • The Data Analytics module provides a complete set of reports and dashboards from multiple perspectives.

Module Suite

Insurance Area

BACK OFFICE

  • System Administration

  • Product Configuration

  • Client Management

  • Policy Administration

  • Premium Collection Management

  • Claims Handling

  • Commission Control

  • Goals and Incentives

  • Management Reports

Contact Center

CUSTOMER SERVICE

  • Inquiries

  • Clarifications and Complaints

  • Claims Handling

  • Collections

  • Surveys

TELEMARKETING

  • Online Quotation and Sales

  • Lead Follow-up

Branch Network

SALES PORTAL / FINANCIAL ADVISOR

  • Quote and Sell

  • Modify Policies

  • Cancel Policies

  • Report Claims

  • Loan Balance Insurance Status

  • Collateral Insurance Status

  • Status of Endorsed Policies

  • Earned and Paid Commissions

Credit Area

LOAN BALANCE INSURANCE

  • Application / Health Declaration Evaluation

  • Monthly Collection

COLLATERAL INSURANCE

  • Bank Policy Control

  • Online Issuance

  • Periodic Billing

ENDORSED POLICIES

  • Documentation Control

  • Renewal Control

Digital Channels

LANDING PAGE

  • Insurance Application / Quotation

  • Redirect to Telemarketing

INTERNET AND MOBILE BANKING

  • Quotation and Purchase

  • My Policies

  • Outstanding Debt

  • Claim Status

  • Report Claims

  • Modify Policies

Contracting Model

SaaS (Software as a Service)

  • Initial cost for installation, configuration, data migration, training, and go-live.
  • Monthly fee based on the number of users and modules contracted.
  • Ongoing support and service are included in the monthly payment.

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