Our simple workflow is aimed at making life easier for our broker and MGA partners.
- No paperwork
- No more tracking down void cheques
- Credit card payment option
- Huge time savings for you
- Less hassle for your client
“E” for Electronic and Easy
We designed our e-workflow with you in mind. You want your processes to be as simple as possible. Our e-workflow is so easy that it takes you a click of a button and your client less than 1 minute to complete.
Payments Made Simple
Your clients will love the paperless workflow where they can set up monthly payments using either bank account or credit card option. Less work means happier clients and when your clients win, we all win!
The e-workflow seamlessly integrates into our existing broker portal without disrupting your day-to-day operations. It will enhance your service offering to your clients with no additional work for you.
