Commercial Broker Assistant

The complete solution for the Insurance Broker.

The application is available in Dutch and French

Administration

Cobra is the central database of the broker. It includes everything he needs for his business.
This includes storing all the data of his customers, contracts and damages but also the financial follow-up and his accountancy.

Communication

Integrating Office 365 mail directly in the application gives the user a maximum flexibility to communicate with his client.

Document handling

Although Insurance is about paper, most can be treated digital and Cobra keeps it organized and easy to manipulate.
Documents can by signed electronically by the customer and then transferred automatically to the company is necessary.

Marketing

Cobra can generate lists and selections to target a certain audience. Mailings can then be generated using MailChimp or the included engine.

Portal for the clients

On the portal his customer has access to relevant data of his contracts and damages, including documents. Can be consulted from any browser, including mobile.

Cobra - Commercial Broker Assistant

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