E-Broker

24/04/2020

We now have an E-Broker YouTube Channel

As we went into lockdown, we though it might be an opportune time if things were quiet for our E-Broker users, that they might want to do some data cleaning - specifically around picking up email addresses.

We had just finished building a new database for a client who had no electronic or paper records at all, for clients another broker had been servicing on his behalf.

When we built the database from the available carrier downloads and spreadsheets, whilst there were circa 300 in-force clients, there were only around 100 email addresses held by the insurers.

Pretty difficult then to announce the new servicing arrangements to the base.

So the remedy is that the clients with missing email addresses need to be contacted by mail or 'phone and the data updated in E-Broker - thus making future contact easier and also adding significant value to the book.

To help brokers achieve this, we did up a quick YouTube video on the process of creating a query where a value 'doesn't exist'.

This proved so popular that we have now done a series of short video tutorials on the basic E-Broker functions.

There is a 'Watch Video' button in the main screen now which will take you to the channel.

When in YouTube, please hit 'subscribe' and click the little bell icon to be notified when we post more tutorials.

If there is something which you would like to see featured which isn't already there, let us know and we will be only too happy to create a video on that topic.

E-Broker YouTube Channel -

E-Broker is a fully featured CRM (Customer Relationship Management) and Back Office Admin system, for Financial Advice Providers (FAP's). It handles risk, me...

01/08/2019

Welcome to the new page for E-Broker.

The E-Broker system goes right back to 1986 and my commencement in the Insurance Industry. I figured there had to be a better way to manage a relationship with a client than having a 6x3 card in a little plywood box, as was the norm at the time.

Thus the forerunner of E-Broker was created in DOS - 5 1/4" floppy discs and all of the new wizardry which went with them.

Times have moved on and now with version 5.0 of E-Broker, the database is held in the 'Cloud' (actually a big very secure air conditioned shed in Albany) and we can do things with the system which we only dreamed about in 1986.

Funnily enough though, quite a bit of the core functionality developed back in the DOS era still exists in V5.0 - dealing with a client hasn't changed very much at all. Clients are still chuffed if you remember their kid's names and what sports they are up to, what the person's golf handicap is if they are that way inclined and all those little bits and pieces which help to deepen the relationship.

It doesn't take that much in this horrid day and age of 'service' that we live in (Always remember to press 3 any any time if you have forgotten why you called!) to make someones day.

Our thoughts at this stage are to post some tips 'n tricks on here which people might find useful and of course we are always interested in your feedback (either good or bad) and success stories from using the system.

Also welcomed are any suggestions for new or improved functionality.