logo INSURANCE module

Manage all steps and aspects of your insurances and involve your intermediaries and customers through the available portals.

Main functionalities

Efficiently manage your insurance policies

Creating and managing policies within WAVEDESK is super flexible. Start from scratch or use the links with the companies to import production that was entered directly in the platforms of the companies.

Full commission management

With the INSURANCE module you have the necessary tools to manage the commissions of your agents and this with the support of multiple companies with different rates and types of coordination.
Send a statement to your agents every month and make it available in their portal where they can consult their statements and arrears lists centrally.

A clear current account per agent

You have a clear current account per agent with an overview of the current situation. You can enter advance payments that will be automatically processed in the agent’s statement.
Any chargebacks due to, among other things, discontinuation is also processed fully automatically.

Multiple levels possible

With the INSURANCE module you have the possibility to manage groups, brokers, and agents.
This gives you the opportunity to generate statistics and statements at all levels.
Determined at the level of your intermediary, exceptions to the standard commissioning per company and per type of commission (referral, reminder, collection).

Proposal generator integration

The proposal generator allows you to periodically generate proposals for your statement.
This allows you to perform a complete scan of the policies within your environment with extensive reporting where there are any problems.
You will automatically receive warnings about commission schedules that are missing, intermediaries that are not in order, …
For this we use a unique engine that can be adjusted per account.
From the proposal generator you have the option to automatically create backlog lists that you can make available on the portal of your intermediaries.

A portal for your intermediaries & customers

If, as an insurance broker, you really want to present yourself professionally and want to distinguish yourself from other brokers, you can use your personal portal.
This module allows you to offer your end customer and intermediary a private environment from which they can consult data but also collaborate with you.

Support groups

WAVEDESK contains a specific synchronization module for groupings.

This module allows you to periodically centralize data from offices within your group to a central WAVEDESK account. By centralizing the data, you have the option to centrally manage the commissions for your grouping and you have global statistics.
The individual offices will continue to have all functionalities even after centralization. We make this service available free of charge for groups, contact us without obligation for more information.