Effortlessly Compliant Advice and Client Servicing
Medical Scheme comparison, quotation, year-end revision, FAIS compliance and Client Relationship Management (CRM) tools
Medical Scheme comparison, quotation, year-end revision, FAIS compliance and Client Relationship Management (CRM) tools
"Brokertools Quote was developed for Healthcare Intermediaries wanting to generate professional quotations and Option comparisons at the office or at clients to increase new business, provide sound and FAIS compliant advice and be recognised as specialists in their field."
| Key Features |
| • Custom version built for your FSP. |
| • FAIS compliant Individual and Group quotations. |
| • Scheme Options are compared using 55 benefit criteria. |
| • Year-end revisions made easy. |
| • Document repository for Brochures and Forms. |
| • Contribution calculator. |
| Intermediary User Levels |
| Key individuals and Apprentice Brokers under supervision, giving advice. |
"Brokertools CRM was developed to give Healthcare Intermediaries the client servicing, reporting and communication tools that are customised to the unique requirements of the industry."
| Key Features |
| • Import member data from Scheme Profile Reports. |
| • Load, assign and manage queries. |
| • Call, SMS and Email. |
| • Customise to suit your workflow. |
| • Automate communication. |
| • Professional and accurate reporting. |
| • Security and support. |
| Intermediary User Levels |
| Client liaison and Administritive staff responsible for client education and queries. |
"Brokertools Quote + CRM will provide you with all the required tools to grow your business cost effectively, achieve service excellence, comply with legislation and advise your clients with the utmost professionalism."
| Key Features |
| • Custom version built for your FSP. |
| • FAIS compliant Individual and Group quotations. |
| • Scheme Options are compared using 55 benefit criteria. |
| • Year-end revisions made easy. |
| • Document repository for Brochures and Forms. |
| • Import member data from Scheme Profile Reports. |
| • Load, assign and manage queries. |
| • Call, SMS and Email. |
| • Customise to suit your workflow. |
| • Automate communication. |
| • Professional and accurate reporting. |
| • Security and support. |
| Intermediary User Levels |
| Intermediaries dealing with advanced level of advice and servicing. Management monitoring client servicing outcomes and staff performance. Internal and External Compliance Officers. |
