Save time and process more
Capture customer data effortlessly in one safe and secure system
Designed for directly authorised brokers, appointed representatives and in-house broker teams, finova Broker CRM helps to transform your business operations and process applications more efficiently.
Capture customer data effortlessly in one safe and secure system
Map the Broker CRM system to your own business processes with templated or highly configurable workflows
Increase operational efficiencies with built in automation your brokerage and customers
Use finova Broker CRM to help increase cross-selling opportunities for general insurance and protection
“Everything I do now is designed to free up as much of my time as possible. I chose the finova Broker CRM with its built-in automation so that it frees me up to do the things that I’m best at.”