| Signs |
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Broker |
Broker Contract |
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Broker |
Wish to provide return premium |
| Fills Out |
|
Broker |
Broker Onboarding Form |
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|
Broker |
I want to make changes to a broker record under my jurisdiction |
|
|
Broker |
My customer has just signed up to an insurance policy and needs a premium finance agreement |
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|
Broker |
I want to use an on-the-market policy system to manage my customer's accounts with Premfina |
| Serves |
|
Broker |
Customer |
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|
Broker |
I want to use my bespoke policy system to manage my customer's accounts with Premfina |
|
|
Broker |
An Insurance Policy is due for renewal |
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|
Broker |
I need to make a change to a customer record |
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PAM |
Broker |
|
|
I want to join Premfina as a client |
Broker |
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|
I want to ensure my customers are receiving an excellent quality of service and can be escalated if needed |
Broker |
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Real-time (API) Integration |
Broker |
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Batch Integration |
Broker |
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Direct Integrations |
Broker |
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Phone |
Broker |
|
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Broker Relationship Management |
Broker |
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Freshservice |
Broker |
|
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I want to be able to view and interact with my customer's account information online |
Broker |
|
|
Information to inform management decisions |
Broker |
|
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Face to Face / Teams Meetings |
Broker |
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Software Houses |
Broker |
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I want to ensure I am receiving an excellent quality of service |
Broker |
|
|
There has been a change to a policy that impacts the agreement value |
Broker |
|
|
I am interested in Premfina's offering and want to learn more |
Broker |
|
|
Wish to cancel Loan Agreement |
Broker |
|
|
Want to understand what is happening on a customer's accounts |
Broker |
|
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External Actors |
Broker |
|
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Cancellations |
Broker |
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Email |
Broker |
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Contact Centre |
Broker |
| serves |
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Front End Services |
Broker |