U'Insure

U'Insure is a web-based management system for recording, allocating, tracking and reporting on referrals. U'Insure helps you target more prospects. See also – www.uinsure.com.au.

Click to Enlarge

How Does It Work?

Instead of juggling your business referrals by phone, fax and email, you can use U'Insure, a secure web-based system to manage all your referral tasks such as:

Recording
Allocating
Tracking
Reporting

For example, you may be a financial planner with a network of business affiliates such as General Insurance Brokers, Mortgage Brokers and Accountants and all of you are referring business to each other. With U'Insure you have the details, progress and results of your referrals simply by connecting to your secure area of the website.

Top

Full Referral Control

With U'Insure you have complete control of your referrals 24 hours a day, 7 days a week. Whether you allocate a referral to your own team of authorised representatives or to a business affiliate, you retain control over tracking and managing the referral. U'Insure even alerts you if the referral hasn’t been contacted within 48 hours of allocation.

Top

Income Stream

Referrals generate a renewable income stream for you and your business affiliates. U'Insure caters for any type of referral, streamlines the referral process and simplifies income distribution.

Top

System Security

Your data is confidential and safe with U'Insure:

A username and password combination ensures that no user has access to another user’s referrals (unless specifically permitted.
All data is encrypted and transferred using Secure Sockets Layer (SSL).

Top

We Can Help

U'Insure provides:

Training
Online Support
Business Development Advice
Marketing Templates

Top

More Information

For more information, visit www.uinsure.com.au and request a demonstration.

Top