The WAVEDESK platform contains a portal specifically for your intermediaries.
It allows to communicate optimally with your intermediaries.
Give your intermediaries access to their credit records and insurance policies
Through the portal you can give your intermediaries access to the credit files and the insurance policies they have made. They can consult the details of the files. You can determine whether changes can be made by the intermediary.
You can also give your intermediaries rights to add documents to existing files and/or download documents.
Consult commission statements
Give your intermediaries the opportunity to consult and print their commission statements via their personal portal. This way you don not have to supply the statements anymore. You can automatically send a push notification to your intermediaries when new documents are present on their portal.
Consult backlog lists
Give your intermediaries an up-to-date overview of the insurance policy backlog lists so that they can take the necessary actions towards the end customer.
Share documents from your central document archive with your intermediaries. This allows you to easily make documents available without having to distribute them to your intermediaries you work with. Everything central at one location.
Simulations and submission of applications
Integrate simulations into your portal for your products and let the intermediary apply directly for insurance or credit from this simulation. The application automatically enters the back office of the WAVEDESK platform from where you can handle it further.