Formintel is a modern administration tool built specifically for Insurance Brokers, which launched in South Africa in 2019, but ideally suited as a solution for Brokers during the COVID-19 lockdown.
The software platform, as demonstrated in the video on formintel.com is sold on a very affordable basis, and via a subscription sliding scale model, to any insurance brokers who want to simplify/speed up their administration process or to go paperless/digital.
The end customers also love the simplicity of the solution once it is implimented.
We seek an experienced sales person to visit the Insurance Brokerage companies in their region.
Formintel can be used by any company wanting to get PDF forms automatically filled out, or to go paperless, but there are 1000's of Insurance brokers in your region, so we prefer to target these types of firms.
Firstly we automatically fill out any PDF forms for the customer, by sending the cutomer a simple email, which in turn sends them a webform to complete, (this also makes it possible for a customer to use their smartphone).
Secondly we automatically use this info to fill out the required 3rd party PDF's. (normally a broker needs about 5 PDF forms to be completed on any one policy application).
Thirdly we auto-send the customer these PDF forms, which are now duly completed, and enable an electronic signature to be added, (thereby removing the need for any paper).
Fourthly we keep the updated information for use by the office administrator at a later date or when a policy needs to be acted upon.
Our team of engineers will help to upload the first batch of PDF forms at each particular Insurance brokerage. Some private firms have 20 to 30 standard PDF forms which they use every month. The sales agent will be required to target Insurance brokers in the Mpumalanga region who will pay a monthly fee. We seek a sales agent who operates effectively and will sign up brokerage multiple firms in the region. Part Time: it is also possible to achieve goals by working part days.Targets: You should aim for closing 1 deal per week but a deal per day is possible.