Over the past several years Ferret Software has developed the Ferret Web Information & Document Management System. Many of our over 100 New Zealand Insurance Brokerages that use Ferret have now migrated to Ferret Web from the desktop / server version.
Ferret Web - Features
One system for all client, policy, claim and contact information, documents and emails.
Integrates with your brokerage software (eGlobal, CBS, Insight, Pure Broking and others)
Email Filing - File emails and attachments directly from Outlook-search, sort and filter emails.
Web based access – no server requirement, use from any device from anywhere
Tailored workflow – New Business Electronic Checklists, Renewal Checklists – Easily modify your electronic processes
Please find below 3 screenshots of Ferret Web
Ferret Web Client Screen – Open, preview, search and find all documents and emails relating to your client, policy or claim on one screen
Sample of a tailored new business electronic checklist – Includes email notifications on due dates to ensure tasks are completed on time
Outlook Integration – Button in Outlook files directly to Ferret Web. ‘Remembers’ the client, policy or claim.
Ferret Web - Benefits
One source of Truth- All staff kept up-to-date in real time with latest information from one system
Improved customer service- When a client calls have all the information available within seconds to respond to their inquiry
Peace of Mind- World class security using Microsoft Azure
Reduce time and save money– Staff eliminate time spent managing documents and information
Improved processes– electronic process automation ensure you don’t miss key dates or tasks
Visibility -Know the complete history and status of any client, policy or claim in seconds.
Compliance –enforce staff to follow procedures through automated remainders and electronic processes.
Other uses -maximise your Ferret investment and use it in other areas of your business at no additional cost such as a CRM, Loans, Finance and HR.
Ferret Software have been leaders in document management for the Insurance Industry since 2001. We are 100% NZ Owned, with all our software designed, developed, sold and supported in New Zealand.