Prosper CRM for
Underwriting Agencies
Empower Your Underwriting Team with Prosper CRM
Welcome to Prosper CRM, the ultimate solution designed specifically for insurance underwriters. Our platform is tailored to meet the unique needs of senior management and office managers at insurance underwriter agencies, ensuring your team operates at peak efficiency.
Why Choose Prosper CRM?
Streamlined Sales Process
Track, manage, and report on your sales pipeline from initial enquiry, through quoting, closed sales, and renewals. Gain insight into your sales performance for data-driven decision-making. Assign broker follow-ups and internal tasks to individuals or teams, ensuring enhanced task management and improved efficiency and accountability.
Client Relationship Management
Single view of the customer and all their policy information. Access detailed client profiles with invoices, schedules, rates, receipts, payments, claims, and correspondence, enabling personalised service and improved client satisfaction. Easily manage policy renewals with alerts, templated communications, follow-up reminders, and successful sales, ensuring a streamlined renewal process and increased renewal rates and client retention.
Trust Account Management and Regulatory Compliance
Comprehensive Trust Account Management in a single system. Easily manage broker receipts, invoicing from multiple entities, underwriter and co-underwriter payments, fire services levy, stamp duty, non-residents tax, GST, multiple trust accounts, and multiple currencies, resulting in faster and more accurate financial reporting. Integrated complaints management (RG271 compliant) ensures regulatory compliance and reduces the risk of non-compliance penalties.
Integrated Rater, Invoicing, and Bordereaux Reporting
Rater integration to quickly and accurately generate invoices and Bordereaux reports, replacing manual processes for faster and more accurate reporting. Microsoft 365 Integration provides instant access to the Insured’s SharePoint files and emails, avoiding manual switching between applications and resulting in increased productivity and accuracy.
Security and Privacy Built-in
Robust security with Microsoft Entra single sign-on (SSO) integration. This protects sensitive customer information, ensuring data privacy and security.
“Prosper CRM has transformed our underwriting process. The efficiency and accuracy we’ve gained are unparalleled.”
Melissa A.
Request a demo
Ready to take your underwriting operations to the next level? Contact us for a demo and see how Prosper CRM can revolutionise your agency.
“The insights from Prosper CRM’s analytics have been invaluable in making strategic decisions.”
Sam K.
