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