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Services

Software modules

Placement & Slip Management Register, approve and track placing slips.

Quotations & Broking Slips Invite insurer quotes and compare them side by side.

Invoicing & ZRA Smart Invoice Raise invoices and fiscalise them with ZRA.

Receipts & Insurer Remittances Collect from clients and remit premiums to insurers.

Client Statements & Debtors Statements, ageing and automatic reminders.

Claims Management Log claims and keep every party informed.

Finance & Accounting Ledgers and financial statements from live data.

HR & Payroll Employees, leave and payslips.

The platform
Your Own Branded Workspace Each broker gets an isolated system on its own domain. Roles & Approvals Control who can approve slips, remittances and vouchers. Automation & Reminders Scheduled emails that run without anyone remembering. View all services
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