Scanning documents on the fly with text recognition (OCR) is an option developed in collaboration with Proxymetee. The documents are archived in PDF and the recognition of values makes it possible to generate information in Brokin'soft without having to enter it. Different processes are thus operational.

When you receive the bonus invoices in quantity, you scan them on the fly. The program reads the amount of the premium, the policy number, and the start and end dates of the premium period. Once these documents are collected in Brokin'soft, you can validate the list or modify values, charges, you can check in the linked policy if the premiums are consistent, etc.The premiums are then created in the policies with the values read and the PDF of the premium invoice is linked to the premium and filed in the policy documents. You can then move on to the next step, which is the sending of bonus notices in bulk, by post or by email, according to the module integrated into Brokin'soft.

BrokinScan

Bounty scan

On-the-fly scan of premium invoices received from companies. Generation of the bonus with integration of the scanned invoice.

Procedure for sending grouped messages to customers, whether by post or email.

Scan salary statements

For all policies that require a final statement, managing salary declarations can be an administrative headache for the broker.
This module opens a process at the end of the year for all policies that require the processing of salary declarations. At each stage of the document received or transmitted, the status of the police changes.
This way, you always know which policies are for which:

  • you did not receive the return to fill out
  • you sent the statement to the customer
  • the customer did not complete the declaration
  • you sent the completed (and verified) declaration to the company
  • The company did not generate the final premium statement

At the end of the process, the program opens the completed declaration and the final bonus side by side for control and validation.
Another major administrative work is the entry, distribution, control and follow-up of Wage Declarations at the end of the years. The module provides an overview of the progress of the process for each contract. Allows the grouped sending to customers of the statements to be filled in, then the grouped sending to the companies of the verified statements, then the comparison between the statement received and the final statement of premiums.

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Additional benefits

Incoming mail scan

Brokinscan also manage all incoming mail. Every morning, all open mail is scanned, and character recognition makes it possible to assign documents to the managers of the policies concerned. All pages scanned on the fly are automatically split into separate documents. Each manager then works on the list of documents concerning him, saves the documents and triggers the administrative processes related to the mail: sending to the customer, sending to the company, sending by email as an attachment (automatically). The advantage of this module is to generate a follow-up for each incoming document. At all times, the supervisor has a vision of the unprocessed documents with a given deadline.

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