The revolution in management software for brokerage firms
Dashboard. A comprehensive dashboard system provides a real-time view of the state of the business. It allows to parameterize, establish indicators, measure objectives and export reports to multiple formats of text, HTML, digital, image…
Communication in customizable templates. You’ll be able to create customized templates in RTF, WORD, HTML or HTML5 format for individual communication or mass mailings by physical letter, email, SMS or push. In addition, these communications can be certified.
Customer Support Our support team is always at your service. Check support ›
Compliance with R.D. 301/2004 /DEC.. Statistical-Accounting Statement, required by the DGSFP.
New EIAC v6 Support for the latest version of EIAC standards.
Data Import / Export. Tesis Broker Manager features powerful system that allows the integration or export of data, and is also fully parameterizable from external sources.
Automatic processes and tasks Through its powerful Scheduled Task Manager (STM), in Tesis Broker Manager it is possible to configure tasks for automatic and unattended sending of reports and communications by email, SMS or push.
Full 360º management
Interested in Tesis Broker Manager? Let us call you!
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Powerful integrated Document Manager. Gives you the power to establish customized classification for documents, control their physical location, share documents by users or sections, index files or folders by dragging and dropping, control documents already indexed, etc.
Extensive User Control.. Tesis Broker Manager incorporates a very detailed configuration of permissions, as well as the possibility of registering and storing all accesses, changes and actions that users carry out on a daily basis.
We complete the migration in four simple steps. Very easy!
1. Test migration. We will analyze all the data.
2. Preparation of the client’s environment and training of their team.
3. Final migration, last test + certification of the process.
4. That’s it, let’s get to work! So simple and easy for ever.
Work differently. Designed in SaaS format, Tesis Broker manager only needs a browser: 100% online, without installation, hosting or hosting. All in the cloud. Multi-device and multi-brokerage. Designed with maximum usability: easy to handle… so you can enjoy your work!
Integrated technology. Tesis Broker Manager works in full connection with other platforms of the Codeoscopic Workspace suite. Technological tools that communicate and allow the insurance broker access to the most advanced resources for his work.
Do you want to discover the power of Tesis Broker Manager?
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