STREAMLINE YOUR PORTFOLIO
Portfolio transfer
Want to streamline your operations even further? Transfer your insurance portfolio to RISK. We offer a complimentary transfer service!
Do you have a portfolio with predominantly insurer direct policies or a portfolio managed by another service provider? We offer customised solutions for this. We take care of the process and ensure your clients are well-insured! Upload your portfolio here and receive our response within 24 hours regarding the options available!
Why transfer to us?
- More time for client advisory
- Customised policies and correspondence in your branding
- Seamless integration with various CRM systems
- Unified administration system with a single account
- Centralised customer data management
- Access to over 20 comparison tools through our Subliem package
- Guided support throughout the entire transfer process
Gratis demo
Bent u nieuwsgierig geworden naar het Subliempakket?
Vraag een demo versie aan en probeer het 14 dagen gratis uit!
