Mi Trader for Brokers
A full insurance placing and policy administration system for Insurance Brokers and Agents.
The Mi Trader for Brokers (T4B) framework provides 'out of the box' functionality to obtain new business quotes providing competitive panel based pricing, transact new business, request MTA's and handle renewal business for the configured product set.
Products are tailored using the Mi Trader Studio configuration tool to meet the exact requirements and USP's of each client.
Additionally the T4B framework will allow the broking administrator the self-service of products, facilities and rating factors as well as the comprehensive Company Management module for administering participating companies, teams and users.
Mi Trader for Brokers provides the surety of a pre-built workflow framework together with the flexibility that a tailored configuration environment provides - truly the best of both worlds.
The 100% internet based Mi Trader for Brokers framework is built upon the proven Mi Trader platform, a platform in use by thousands of users every day transacting global insurance business.
All product lines are configured using the market leading Mi Trader Studio tool. This tool, built upon Microsoft's latest technologies, provides a TRUE configuration environment for the tailoring of forms, schemas, rating, documents and services.
Suitable For
- Brokers
- Lloyd's Brokers
- Agents
Key Benefits
- 100% internet-based
- Built upon the proven Mi Trader platform
- Pre-configured workflow framework
- New business, MTA and Renewal workflow
- Suitable for both commercial & personal lines
- Comprehensive audit
- Competitive panel based quoting
- Subscription marketing
- Full referral processing
- Ideal for line slips and prior submit facilities