Dernière version
1.9 Coffre-fort à installer
1.9 Coffre-fort à installer
WBBroker offers insurance brokers the flexibility to manage their book of business from various locations, whether during client meetings or while waiting for a coffee.
Some of the notable features include:
- On-the-Go Quoting – Brokers can generate quick quotes in just a few steps. When ready to present, users can export their Quick Quote into the WBQuote Lite quoting engine. Notably, WBBroker is the only General Agency that guarantees its rates.
- Doctor & Hospital Search – This feature allows users to capture requirements related to doctors, hospitals, and medical groups, storing them for future use within quotes. Coverage results are displayed as plans are selected.
- Case Underwriting Summary – Users can monitor the status of cases and respond to pending items effectively, facilitating a faster approval process.
- In-force Policies Summary – This tool enables brokers to review the cases they have placed with WBBroker, assisting in the preparation for upcoming renewals.
Vue d'ensemble
WBBroker est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par Word & Brown Insurance Administrators, Inc..
La dernière version de WBBroker est 1.9, publié sur 10/01/2025. Au départ, il a été ajouté à notre base de données sur 10/01/2025.
WBBroker s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de WBBroker a donné une cote de 5 étoiles sur 5.
Apparenté
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