The only app you’ll need to manage your customers’ insurance policies
While there are many insurance broker softwares on the market, the Tadabase insurance broker template app is the only one that is truly customizable to your exact process and customer needs. No more adjusting your customers’ insurance needs around bloated, cookie-cutter software- With Tadabase, you can finally build an app around your business to perfectly suit your insurance process.
By installing this template app, you’ll have the foundation you need to manage your insurance customers and their policies as well as your underwriters, carriers, and more. The app is simple enough for a small insurance company to master immediately, or it can be fully customized and expanded to fit every need of a large insurance brokerage firm.
With automated workflows, countess hours previously spent on manual and repetitive tasks can now be better spent on company and customer growth. Follow up tasks, personalized emails and texts, notifications, alerts, reminders, and more can be fully-automated, creating a seamless workflow for your insurance team and customers.
And to maintain your custom-designed automated workflow, powerful login and user access functionality allows you to determine exactly what each of your users can see and do upon login to your app. So your customers can view only their insurance policies and correspond with their assigned brokers, while underwriters can view only their assigned cases and brokers can view and update all customers’ policy data, etc. You can create as many automated triggers as you need to perfect your ideal automated insurance workflow.
With custom dashboards, brokers can login to view easy to read, custom color and icon coded cards displaying current stats and progress regarding their assigned customers’ insurance policy types, statuses, priorities, deadlines, and more. Customers can login to custom dashboards as well, personalized with their unique insurance policy stats.