The Exergy broker portal is an online, mobile portal that provides brokers and agents access to client, contract and claim information from Exergy. It is designed to be used on mobile devices, such as laptops, tablets and a smartphone to empower its users by providing real-time information for quotations, products, pricing, and much more. Each mobile view is customised to the device and allows for customisation of colours, logos, functionality and add-ons.
The broker portal provides empowerment through:
- online enquiries on quotations, clients, contracts, claims and more
- reduced time / administration costs as brokers no longer need to contact office personnel
- a platform for adding lead and client information
- a platform for creating and distribution of quotations
- a platform for managing his/her diary and daily tasks