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Software


 Add-on Tools: Exergy Portals

For the company using Exergy, the Exergy Portals are web portals, which lets brokers, managers, scheme administrators and customers access data through the web using multiple devices.

There are currently four web portals: Broker portal, Regional manager portal, Scheme administrator portal and End customer portal.
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Benefits

INCREASED REVENUE

Increase sales by enabling your agents to quote for new business in real-time when out in the field. Quotes are generated and customers can sign electronically immediately.

CRM functionality enables agents to follow up on leads, manage customers, manage time and manage key activities.

INCREASED CUSTOMER SATISFACTION

Customers can access and update their own information through web portals without the need of directly contacting their financial services provider.

REDUCED ADMINISTRATION COSTS

Remove unnecessary administration associated with having staff servicing broker requests.

USE MULTIPLE DEVICES

Exergy Portals provides clients, agents and employers with the ability to access information anytime, anywhere through a choice of multiple devices.

If you are interested in our offerings or would like someone to contact you please email contact@rubixsolutions.co.za or contact +27 12 360 0100.