Broker Relationship Management

Kynetix Broker Relationship Management is a comprehensive sales and marketing, broker servicing and claims information solution which enables underwriters and insurers to successfully manage their broker relationships throughout the entire insurance life cycle and across all touch points.

Kynetix Broker Relationship Management provides your team with the tools to easily capture every interaction giving you a complete view of your business relationships, complete with Key Performance Indicators about your brokers.

You can capitalise on this information to more effectively cross and up-sell additional products and services and to manage renewals more effectively. This results in increased revenue per client, better broker service and improved overall profitably.

Channel Integration

Brokers are using more "touch points" (e.g. Lloyd's, your offices, email, web, phone, text etc) and expect to be remembered when they make contact with you. They want to be treated consistently across all interactions. Customer-facing staff need a single view of your clients, from anywhere and on any device.

Broker Retention

The traditional approaches to business in the London market are being swept away. Long standing personal relationships are now threatened by higher levels of convenience and service from new competitors.Some insurance products and lines are treated increasingly as commodities, so service levels are becoming a key differentiator. Kynetix Broker Relationship Management provides transparency of information allowing "at risk" brokers or business to be identified early.

Mobile Staff - Mobile Brokers

The increased use of web, mobile and PDA technologies is heralding a new era in information access. Mobile communications today enables increased personalised service. This applies to customers, and equally in the business-to-employee (B2E) relationship. Kynetix Broker Relationship Management is an enterprise class CRM solution fully accessible through mobile devices like the iPAD, phone or laptop - for employee and broker alike.

Self-Service

Self-service is emerging as a key differentiator in the London Market and insurers are innovating continually to meet demand from brokers.
Kynetix Broker Relationship Management provides a rich set of capabilities via your web site to clients and brokers to empower them to help themselves, helping build loyalty and differentiate you in a crowded market.

Increased Compliance Demands

Kynetix Broker Relationship Management allows you to capture and report in line with FSA guidelines and for Lloyd's (as applicable).
It can be quickly adapted and deployed to suit your specific processes, business rules and reporting for both internal analysis and GSIC compliance. The platform is provided with web-based portals and dashboards with Key Performance Indicators.

Outlook - work where you live

Kynetix Broker Relationship Management works as part of Outlook and integrates with Microsoft Office applications such as Microsoft Office Word and Excel, enabling your employees to work within the familiar, comfortable Microsoft environment. Manage and develop broker relationships more easily by handling broker management tasks-including sending and managing e-mail, storing business contacts and managing your appointment calendar - without leaving Outlook.

Access broker information anywhere through enhanced data synchronisation and mobility features that will enable your sales, marketing and service personnel to take advantage of the tools and information they need no matter where they are. Improve productivity through automation using built-in intelligence that simplifies and automates everyday tasks. Create personalised experiences through workplace profiles that provide employees with instant access to the broker information and activities they use most

Single view of brokers -"One Stop Shop"

Kynetix BRM supports Sales and Marketing, Broker Servicing and Claims teams throughout your company. No matter how your broker contacts you, their information is instantly captured and can be easily accessed and shared by all employees using the same user-friendly interface. By providing a single consistent view of the broker, Kynetix BRM removes the restrictions imposed by legacy systems or non-integrated software.

Seamless Integration to Current Systems

Kynetix BRM for the London Market has been built upon Microsoft Dynamics CRM technology and can be integrated with your backend systems, bringing your existing data into the system giving a complete history of your individual customers.Integration is the key to the successful deployment of financial systems and Kynetix BRM is placed to unlock the hidden marketing and sales potential in your customer data.