VANT FOR INSURANCE BROKERS
Your All In One Solution
Your Tailored Suite Of Products
Time Savings
Ease of Use
Tangible Improvements
VANT For Insurance Brokers
Broker Environment Includes
Debtors
Renewals
New Business
Claims
Mobile Device Ready
Complaint Register
Document Management
AI Ready and Enabled
PROCESS
One Step Process
Features
Debtors
- Interface for Management & Tracking Debtors Workflow
- Unattended Automatic Statement Follow Ups
- Statement Download Integration Available
- Broker Focused Dashboard Reporting
- Configurable Timing
- SMS Options
Renewals
- Interface for Managing and Tracking Renewal Workflow
- Automated Feed of Renewal Tasks from Policy Management System
- Tracking for Key Compliance/Code of Practice Checkpoints
- User Triggered Automated Emails for Pre Renewal, Invoice & Certificate Sending
- Automated Active Claim Detection
- Dynamic Policy Claims Summary on the Task
- Automatic Calculation of Annualised Premiums
- Easy Process Note Taking
- Broker Focused Dashboard Reporting
- Tailored SLA/Due Date Tracking
New Business
- Interface for Managing and Tracking New Business Processes
- Tracking for Key Compliance/Code of Practice Checkpoints
- User Triggered Automatic Introductory Email (LOE, T&Cs, FSG, etc.)
- Duplicate Customer Detection
- Create Insight Prospect Record with Client Ref Duplicate Detection
- Task Creation from Webforms, Mailboxes or by Broker Manually*
- Broker Focused Dashboard Reporting
- Tailored SLA/Due Date Tracking
*Default Manual Creation, integrations may require additional setup subject to available methods.
Claims
- Interface for Managing and Tracking New Business Processes
- Creation of Claim in VANT Platform or Insight, two-way Synchronisation
- User Triggered or Unattended Follow Ups to 3rd Parties
- IDR/EDR/Regulator Tracking via Compliance Feature Set
- Automatic Summary to Renewals
- Broker Focused Dashboard Reporting
- Tailored SLA/Due Date Tracking
General Processing
- Interface for Managing and Tracking Endorsement, Ad-Hoc Remarket and Cancellation/Lapse Processes
- User Triggered Automatic Email with Relevant Invoice
- Automatic Update to Renewal or Claim Tasks to reflect Task in Progress
- Automatic Cancellation Task created when Debtor Reaches Insurer Credit Terms
- Broker Focused Dashboard Reporting
- Tailored SLA/Due Date Tracking
Complaint/Breach Register
- Interface for Managing and Tracking Breach & Complaint Processes
- Automatic Breach Creation on: Renewal Task Not Closed Before Expiry Date
- Automatic Complaint Creation from other areas of Solution
- Broker Focused Dashboard Reporting
Document Management
- Automatic Folder Creation
- One Click Navigation to Document Folder from the VANT Record
- Documents Stored inside your M365 Environment
CRM Platform Technologies
- VANT link to Insight, vice versa
- 'Opportunity' Record & Interface to:
• Track multiple active processes in tandem
• Consolidate Documentation & Communications
• Customer Level Document Template Generation & Management
• Unattended Opportunity Follow Ups
- Extract Won/Lost New Business Data
- Unattended Automatic Client Check-In Communications
- Contact Profiling Facility
- Lead Generator/Referrer Tracking
- Opportunity Created for Previously Lost Policies
- Class of Risk Premium Behaviour Data (% Increase YoY)
Mobile Ready
- Natively Supported and Ready to Use
- Goes with you wherever you go
- iPhone and Android
AI Ready
- Data Entry
- Copilot Enabled
Releasing the Potential of Technology
I’m genuinely proud to be making a difference for Insurance brokers.
VANT will remove the shackles of the past and lead to improvements and efficiencies seen in other industries.
– Mark Tinsley
CONTACT US
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Let's chat about how VANT can work for you!