Reinventing Broking.

The ideal companion for insurance professionals on the move.

Providing access to client, policy, claims, and accounting information is only the beginning for the mobile warrior (or insurance professional). Being able to easily access all of the relevant information about your clients while out of the office is important but CBS Mobile provides a new level of business support while you are on the move.

Access all levels of client data, including Client Notes and Diary Tasks; view policy detail, including the Coverage Summary. You can even email client statements.

Record changes to the level of cover or update important policy & risk details when reviewing policies with your clients.

The CBS Mobile inquiry facilities deliver the same level of access and functionality as when you are in the office.

Responsive Screen Design optimises CBS Mobile for devices of all sizes. Data is presented in a readable, manageable format.

Safely access information through a secure internet connection using SSL encryption. This is the same standard used by banks.

CBS mobile has been designed with clean and modern layout that's easy to use.

This newly available function allows you to note changes to any element of a client's account; from contact details and invoices to policies and claims. These notes are then emailed to the user or a colleague back at the office for the changes to be implemented. The details of the page the notes are regarding are automatically saved within the email.

As close to real-time changes as you can get, the Notes feature increases efficiency and productivity like never before.

Call Ebix on 02 8467 3000 or email sales@ebix.com.au

https://ebix.com.au/products/cbs/