Финброкер

Features Финброкер

Your agent business is always at hand thanks to the free FinBroker mobile application.An online system for brokers and agents is a simple and convenient tool for managing workflows.
A tool for the sale of financial, insurance and investment products both online and offline throughout Russia: credit and debit cards, CASCO, CTP, IIS.With our application you can:- Earn on the sale of popular insurance and banking products;- Create an agent network and manage it;- Use a CRM system and analytics to increase profits;- Automate the process of sales and accrual of remuneration using the billing function;- Receive automatic work reports by mail.The system will automatically give product recommendations or offer cross-products.To work with agents you can:- View a list of your agents ;;- Add unlimited number of agents- View complete information for each agent;- View sales statistics for the network and agent, the system itself will compare the statistics with the sales plan;- Invite new agents at any time through a referral link;- Remove agents;- Block the agent’s access to your personal account in the system;- Adjust the cost of the product and the rewards for selling the product to the agent and the network.And the most interesting - to work with the agent network will be even easier thanks to the online assistant!A real breakthrough in working with an agent network!