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Impact Broker Features

Because Impact Broker can be tailored, it does much more than most standard broker back office systems. It can generate online quotes, KFI documents, full client documentation and provide instant online case tracking, commission payments to brokers/introducers and SMS text and email alerts.

Impact Broker is a modular system, so some features can be switched on or off and some may need to be adapted to suit your particular requirements. Many of these were initially developed to fulfil a specific client’s needs but are now available to all new clients, so you get advanced features without the associated development costs. Some of the main features are listed below – however, this is not exhaustive, so please contact us if the feature you need is not listed.

Systems
  • Back office system
  • Website and point of sale system (optional)
Features
  • CRM - Customer relationship management (View picture)
  • BRM - Broker relationship management
  • Key Facts illustrations/Offer Letters, Initial Disclosure Documents (View picture)
  • Insurance/Claims/Policies/Renewals/Mid term modules for Insurance Brokers
  • Mortgage/Loan/Bridging/Commerical modules for Mortgage Brokers
  • Real time online case tracking for brokers
  • Commission and payment systems
  • Document generation and historic storage (View picture)
  • Document scanning system
  • Document attachment system (View picture)
  • Business reporting system (quick reports, dashboard, management, periodic etc)
  • Integration (price comparisons, website, broker portals etc)
  • Diary, task and work flow systems
  • Broker/Introducer Management system
  • Broker case tracking system
  • Client/Broker/Introducer payment and fee system
  • Marketing system
  • Enhanced Security
  • Rate calculators (mid term, IPT, capital and repayment, interest only, deductions, rolled up interest etc)
  • Client facing websites
  • Real time online quote systems
  • Online real time policy documents and payment systems
  • Credit card payment systems
  • Telephone Integration
  • Multiple securities system
  • Email alert system
  • Enhanced Security
  • Tailored modules

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T : +44(0)8700 110 500
E : sales@riskfree.co.uk
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