Cobra - Commercial Broker Assistant
by Insudata bvba
Commercial Broker Assistant
Commercial Broker Assistant
The complete solution for the Insurance Broker.
The application is available in Dutch and
French
Administration
Cobra is the central database of the broker. It includes everything he needs for his business.
This includes storing all the data of his customers, contracts and damages but also the financial follow-up and his accountancy.
Communication
Integrating Office 365 mail directly in the
application gives the user a maximum flexibility to communicate with his client.
Document handling
Although Insurance is about paper, most can be
treated digital and Cobra keeps it organized and easy to manipulate.
Documents can by signed electronically by the customer
and then transferred automatically to the company is necessary.
Marketing
Cobra can generate lists and selections to target a
certain audience. Mailings can then be generated using MailChimp or the included
engine.
Portal for the clients
On the portal his customer has access to relevant data of his contracts and damages, including documents. Can be consulted from any browser, including mobile.