TRUSTED BY
After several decades of work, we have become a leading product IT company whose solutions are trusted by foreign and Ukrainian financial sector institutions. We know exactly what product an insurance intermediary needs, how to create it, implement it, and provide ongoing support.
EVERYTHING AN INSURANCE BROKER NEEDS
MLM::eCSpert provides automation for managing the agent network, calculating consultant compensation, tracking contests held among consultants, calculating bonuses and consultant career progression, as well as automating information exchange between the insurance company and the sales organizer.
MLM::eCSpert allows you to build an effective staff motivation system and maintain records of the entire agency structure and career paths.
Thanks to the system's three-tier architecture and unified database, a single information space is created across all departments of the insurance intermediary.
CONVENIENCE, RELIABILITY, PRODUCTIVITY
The interface for information exchange between the broker and insurance companies allows for sending application registers to insurance companies, importing contract data and supplementary agreements from insurance companies, as well as maintaining correspondence with insurance companies.
The system is based on the industrial Oracle DBMS, which is a market leader in database management systems for corporate information systems. The high reliability and performance of Oracle DBMS enables the automation of hundreds of workstations and the processing of enormous volumes of data.
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Maintenance of essential information about insurance contracts: policyholders and insured persons, applications and insurance policies, accounting for payment schedules and actual premiums; synchronization of information with insurance company data.
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Calculations in production periods: units, agent commissions, bonus units and more. All calculations, as well as the list of bonuses, are customized according to the business processes of insurance intermediaries.
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Ability to make changes to closed production periods.
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Setting plans based on consultant levels or individually. The system automates the entire process, from commission calculations to generating certificates of completed work. It also accounts for possible reversals and additional charges resulting from recalculations related to changes in closed periods.
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The system allows for the creation of detailed and convenient analytical reports both for management functions and for providing objective information to consultants about their performance results, which serves as an additional motivation tool.
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The system includes tracking of calculation history, career change history, level changes, agent status changes, etc. This is very convenient for analyzing trends and monitoring changes.
SOLUTION ADVANTAGES
