Brokers
Brokers is the corporate intranet that enhances collaboration and efficiency in brokerage firms. It centralizes documents, communications, training, and processes, creating a single point of access for all corporate resources and ensuring everyone is always aligned.
Key Features
Centralized and secure document management
Internal news feed and communications
Integration with CRM and other corporate systems
Onboarding and training for new employees
Customizable approval workflows
Profiled access for different corporate roles
Who Is It For?
Brokers is the ideal solution for...
Insurance Brokers
To securely and instantly share circulars, policy conditions, and training materials.
Real Estate Agencies
To manage mandates, documentation, and communications between field agents and the central office.
Consulting Firms
To create an internal knowledge base and standardize operational processes among consultants.
Interested in Brokers?
Request a free demo and discover how our solution can transform the way you work.