Are you a financial or insurance broker looking for a brokerage service that takes away most of your worries?
We combine the advantages of direct agreement and broker pools!
Our management program DFV Easy Works knows almost no limits.
Operate all portals and processes from one interface?
...
With the broker administration software DFV Easy Works this is possible!
Due to our interfaces to the BiPRO Post-Box with more than 40 insurers, the leading broker pool in the area of innovation and technology blaudirekt, various comparison calculators, consulting tools incl. consulting documentation, you comfortably operate everything from one system.
Always everything at a glance: Incoming mail, outgoing mail, policy, post-processing, arrears, notices, customer birthdays, resubmissions, damages, portfolio transfers, telephone note function, internal notes.
Billing service for brokers and their employees.
Portfolio transfers by photo. - You photograph your portfolio bigger!
Commission sharing possible for joint business
You obtain the signature on the necessary broker mandate by SMS/signature on the cell phone or by e-mail. In addition, support is available to you from the broker advisor of the insurer as well as the back office of a pool.
So all options on the market are open to you. And you decide where to submit the sales!
With us you have the opportunity to make the world of insurance and finance sustainably better.
Our team keeps your back free for the most important things, so that you can fully concentrate on the individual support of your customers. Where necessary, we create our own solutions and use the latest technological possibilities. This enables us to constantly improve our service quality.
Join us and become part of our community of interests.
Together with you we can spread our idea and reach and inspire more people.
