Knowledge

    Brokerweb V

    Send pre­mi­um invoic­es and oth­er doc­u­ments eas­i­ly, elec­tron­i­cal­ly and securely.

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    Brokerweb V

    Send pre­mi­um invoic­es and oth­er doc­u­ments eas­i­ly, elec­tron­i­cal­ly and securely.

    Bro­ker­web is a cus­tomer por­tal sim­i­lar to e‑banking. It pro­vides cus­tomers with all the lat­est impor­tant infor­ma­tion at all times, deliv­ers doc­u­ments and offers var­i­ous ser­vices such as enquiries, claims noti­fi­ca­tions and more. In con­trast to e‑mail cor­re­spon­dence, the exchange of data and doc­u­ments is secure and com­plies with cur­rent data pro­tec­tion regulations.

    In addi­tion to these tech­ni­cal fea­tures, the indi­vid­u­al­i­ty of the bro­ker and thus cus­tomer loy­al­ty has also been increased. To this end, Bro­ker­Web can be con­fig­ured at var­i­ous lev­els. Rapid con­tact with the respon­si­ble advi­sor is just as impor­tant as sim­ple han­dling for the cus­tomer. Var­i­ous clients can be mapped in Bro­ker­Web by WMC. In addi­tion, dif­fer­ent rights can be assigned to dif­fer­ent peo­ple. With chat func­tion since spring 2024.

    The por­tal is respon­sive and can there­fore be used on all end devices such as PC, Mac, tablet or smart­phone. Its ease of use makes it a prac­ti­cal tool for both busi­ness and pri­vate cus­tomers when it comes to insur­ance and bro­ker ser­vices. It is also very impor­tant that the require­ments of the new Data Pro­tec­tion Act (nDSG), which came into force on 1 Sep­tem­ber 2023, are met.

    Login: demo-de

    Pass­word: demo-de

    Sam­ple pages

    (click to enlarge)

    Fea­tures

    Data pro­tec­tion

    **–**nDSG require­ments are fulfilled.

    Home page(Fig­ure 1)

    • Main nav­i­ga­tion- Quick selec­tion con­fig­urable- Super­vi­sor con­tact details- Infor­ma­tion from the bro­ker- User pro­file settings

    Pol­i­cy overview(Fig­ure 2)

    • Glob­al or by sec­tor- Search, selec­tions- Print- Doc­u­ments- Jump address to pol­i­cy details- Jump address to dam­age- Jump address to fur­ther files

    Pol­i­cy details(Fig­ure 3)

    • All infor­ma­tion about the pol­i­cy- includ­ing doc­u­ments- Dam­age overview- Overview of invoic­es- Overview of doc­u­ments, files

    …and many oth­er functions