Academy for Brokers is a Customer Relationship Management application for professionals in the financial services sector. Academy for Brokers enables the broker to concentrate on their relationship with their customer base whilst simplifying the day-to-day tasks of managing the office.
The software provides facilities for:
- Customer, supplier and branch management
- Policy management including mortgages, pensions, savings and life insurance
- Full calendar facilities including task scheduling and follow-up
- Commission calculation and forecasting
- Marketing including the bulk delivery of SMS and emails
- Communication management including SMS messages, emails, faxes and phone calls
