What does MedPro offer?
Comprehensive back office work environment for insurance brokers
Comprehensive back office work environment for insurance brokers
MedPro includes a wide range of tools designed to integrate the management of internal and external communications, improve work organization, and maintain absolute control over all actions performed.
It features a high-productivity, multi-window and multi-process work environment, with organizational and communication tools that enable better work and daily task management, considerably improving productivity.
Innovative management approaches that allow information control from the interface. Informational alerts, video training, and record search
Fast and effective quotation of products offered by insurance companies adapted to the search criteria entered
Manage portfolios from different companies and offices through a single database. Offices, employees, departments, and roles
Task lists, performance charts, synchronized calendar, work schedule, and access log by user
Internal notes, chat, integrated email, SMS, mailing, RSS feeds, and integrated web browser
Work without managing the server. You only need a web browser. Reduce costs and investment risks
Documents encrypted per LOPD, shared virtual drive, integrated document viewer (PDF, DOC, vCard, images)
Work with multiple servers and databases, run multiple management windows simultaneously with categorization and alert systems
Corporate branding: logo, backgrounds, forms, personalized communications, and custom menus by window type
Complete information display at a single level: personal data, product summary, direct access to policies, receipts, claims, CRM, billing, document management, and communications.
Specific forms adapted to 27 types for risk description. Access to receipts, claims, and professional figures (sellers, collectors, auxiliaries).
Management of auxiliary networks, renewal control, portfolios and increases, incorrectly commissioned receipts, and statistical-accounting files.
Debits and transfers in SEPA format, deliveries and settlements to auxiliaries, deviation control between agreed and received commissions.
Online and offline connectivity with companies. EIAC file integration
Management and tracking of products, opportunities, renewals, and portfolio cleanup
Invoice generation for companies and on behalf of auxiliaries
Integrated accounting program with automatic links and journal export
MedPro offers different languages to work with. It allows setting a primary language and designating optional or mandatory languages for specific processes.
Request a demo or a free 45-day trial
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