The Broker Panel is a multi-calculation system that helps insurance brokers to search and compare the main health plans. It can be hired in two formats: the Essential plan (to get started) and the Pro (full multicalculation).\n
One of the main features of the service is the capture of leads. Through the platform, users can share form links on social networks, print QR codes on business cards or invest in advertising.\n
The management of these leads happens in a simple and direct way, through a customizable sales funnel in which negotiations are conducted. Thus, it is possible to visually follow all the deals in progress.\n
The platform is also equipped with task reminders, such as returning calls or sending a new quote option, and renewal control, to ensure that the customer is contacted at the right time. Another interesting feature is the organization with tags, which helps to segment the customer base according to different profiles.\n
In general, the Broker's Panel promotes a complete and integrated management, from the capture of leads to the registration of the closing. He works with SisWeb, an app that is developed by the same company, Trindade Tecnologia.\n
SisWeb is aimed at the managerial, commercial and financial control of brokers. With it, it is possible to follow the entire production flow of the brokerage, record phone calls, organize the deliveries and withdrawals of proposals, manage sales, control the payment of commissions and invoices, monitor cash flow and create award campaigns. . All safely, easily and quickly.\n
The service can be used by companies of all sizes, with a focus on health, dentistry and pension plans. It has 3 different aspects: Pro (for platforms, dealerships and large health and benefits brokers), Lite (for small and medium health and benefits brokers) and Base (for small health and benefits brokers).\n
Among its main features, management reports and integrated bank payments stand out. The system also meets all the needs of eSocial, implemented by the Federal Government.