sales@go4software.co.za   /   www.go4software.co.za   /   086 166 6115

A REVOLUTIONARY INSURANCE PORTFOLIO MANAGER (IPM) that facilitates a seamless interaction between your brokerage, your clients and the insurers.  IPM assists your advisors to ensure their compliance is correctly applied, has auto-rating available on selected insurers and gives all staff members insight into the business and also allows the KI to manage the brokerage from their preferred electronic platform.

 

 

Go4Software IPM is a
business tool, which
means your subscription
qualifies as a deduction
against taxable income.

  

  You are easily able to justify your fee (broker / policy) to your clients.
  Powerful tools, including vehicle and property valuation calculators, policy comparison feature and mailer
     function (reach selected group of clients with one e-mail).
  Brokers are guided through the compliance process by the system.
  Obtain quotes from multiple insurers with one click!
  Instructions (including - amendments, renewals and cancellations) easily administered to the point of
     finalization in one place!
  Claim submission, notifications, claim form generation and progress reports up to claim settlement
  Any emails sent from and to the system will trigger our intercept functionality.
  Audit trails and office dashboard allows the KI to see who, where or what.
 

 

With the assistance of Moonstone, our compliance module is accurate and always relevant.

A CO can easily obtain all the necessary documentation related to specific clients or across the entire brokerage.

 
 

Compliance is no longer a headache.

Once on our platform, your business is easily transferable and can be valued accurately.

Printing costs are dramatically reduced.

Systems currently being paid for can be eliminated.

Our relationship with Moonstone allows us to always present you with the correct compliance procedures and documentation.