Finally, a system for insurance brokers and financial advisors.
finch is a powerful system packed with tools to help you grow and scale your brokerage.
What can Finch do for insurance brokers and financial advisors?
Finch is a comprehensive solution designed to streamline your workflow and boost efficiency. Here's how:
Manage Client Relationships:
Finch's CRM features help you organise client interactions, track leads, and close deals seamlessly.
Simplify Commission Management
Reconcile commission statements, forecast future earnings, and ensure accurate payments within a single platform.
Streamline Claims Processing:
Capture and manage client claims efficiently, saving you valuable time and resources.
Compliance:
Identify and track all necessary compliance documents using the compliance function.
No User Limit:
Unlimited users: Scale your team without constraints. Add as many team members as you need, fostering collaboration and growth without additional per-user costs.
Store Policy Documents:
We offer a secure and organised solution for storing and managing your company's policy documents.
Design and Customise Templates, Including Email Templates:
Design and Customise a Variety of Templates, Including Email Templates.
Automated Transcription Service for Sales Calls:
Our Automated Transcription Service converts sales call recordings into accurate text for easy analysis and performance tracking.
Running a brokerage is brutal, especially if you don't have the right tools.
Are you...?
Snowed under time-consuming admin
Spend less time capturing data, and more time closing deals.
Unable to get a clear perspective of your business
Get greater clarity – and control – with real-time data, all the time.
Using multiple softwares that don't play nice with each other
Consolidate and conquer, with one powerful software.
Do more in half the time.
CRM
Store all client info, documents & communications in one place
Migrate your existing data effortlessly and build a CRM that works for you, while you work on growing your business.
Capture customer data
Store policy documents
Populate document templates directly from client data.
A dynamic tool for organising and prioritising tasks.
Seamlessly capture and document claims and client communications.
Compliance
Simplify your compliance processes.
Keep control at your fingertips. finch’s secure, cloud-based software allows you to monitor and manage your compliance in one place.
Capture & store records of advice
Compliance officer functionality
Compliance reporting
Needs analysis
Finance
Take the fuss out of your finances
Don’t run your business blind. Get access to immediate reporting so that you can make decisions quickly and with precision.
Import commission bordereaux
Reconcile commission statements
Generate financial reports and cash flow forecasts