Broker Desk
Supports your customers, sales, and compliance
- Complete management of consents for Claims History and Termination
- Fast and simple user experience for advisors and agents
- Great customer experience with a personal consent page via SMS and email
- Easy maintenance of compliance rules and consent texts
- Out-of-the-box integration to your EDI backend, core system, CRM, etc.
- EU hosted, ISO27001, ISEA 3000, GDPR, DORA, etc.
