
Brokers
Areas of operation
With the delivery of our solutions and services, we also provide business consultations and advice for the effective creation of complex application solutions.
Support and automation of monthly commission-career processes and procedures (commission management, product management, debt records, client and contract management...).
Daily workflows of a financial agent are covered through financial analysis, sales network management, planning, reporting, e-learning and more.
Client access to detailed currently valid data or documents of active and terminated contracts within the client zone. Communicating with the client and sharing information about the news.
Automation of commission management, data flows from a sales perspective as well as importing data records for the needs of the back-office department.
Projects
Brokers
Brokers
Brokers
Brokers
Brokers
Contact persons
Insurance and brokerage systems
peter.varga@softec.skSenior manager
stefan.poliak@softec.sk