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COREFIN Broker Solution Overview

COREFIN Broker Solution is a comprehensive Insurance Agency Software tailored to streamline the operations of insurance brokers and agencies. It offers a suite of tools for managing client information, policy administration, and claims processing, ensuring efficient workflow and enhanced customer service. Features include automated workflows, document management, and compliance tracking, which help agencies maintain accuracy and adhere to industry regulations. COREFIN integrates seamlessly with various insurance carriers, enabling brokers to compare policies, generate quotes, and facilitate seamless policy renewals. Advanced reporting and analytics provide insights into business performance and client trends, empowering agencies to make informed strategic decisions. With its user-friendly interface and robust functionality, COREFIN Broker Solution is the ideal platform for modern insurance agencies aiming to optimize their operations and grow their business.

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Contact Details

  • Vendor Name Corefin
  • Founded 2008
  • Location United Kingdom

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Insurance

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COREFIN Broker Solution Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

COREFIN Broker Solution Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$20000 Per User

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COREFIN Broker Solution FAQs

COREFIN Broker Solution is a comprehensive Insurance Agency Software tailored to streamline the operations of insurance brokers and agencies. It offers a suite of tools for managing client information, policy administration, and claims processing, ensuring efficient workflow and enhanced customer service. Features include automated workflows, document management, and compliance tracking, which help agencies maintain accuracy and adhere to industry regulations. COREFIN integrates seamlessly with various insurance carriers, enabling brokers to compare policies, generate quotes, and facilitate seamless policy renewals. Advanced reporting and analytics provide insights into business performance and client trends, empowering agencies to make informed strategic decisions. With its user-friendly interface and robust functionality, COREFIN Broker Solution is the ideal platform for modern insurance agencies aiming to optimize their operations and grow their business.

  • No, COREFIN Broker Solution does not offer a free version.

  • Yes, COREFIN Broker Solution offers a free trial.

  • No, Credit Card details are not required for the COREFIN Broker Solution trial.

  • COREFIN Broker Solution offers the following pricing plans & packages:

    Basic

    $20000 Per User

  • COREFIN Broker Solution supports the following payment frequencies:

    • One-Time Payment

  • No, COREFIN Broker Solution does not offer an API.

  • COREFIN Broker Solution offers support with the following options:
    • Chat

  • COREFIN Broker Solution offers training with the following options:
    • In-person , Live Online , Webinar

  • COREFIN Broker Solution supports the following languages:
    • English

  • Following are the typical users of the COREFIN Broker Solution:
    • Self-Employed , Small-Business , Midsize-Business

  • COREFIN Broker Solution supports the following deployment:
    • Cloud Hosted

  • COREFIN Broker Solution supports the following devices and operating systems:
    • Web-Based