Breez is a game-changer for insurance brokers, eliminating the chaos of manual onboarding. With automated processes, real-time tracking, and secure document management, it saves time, reduces errors, and delivers a seamless client experience. In today’s fast-paced insurance world, Breez isn’t just an upgrade—it’s a necessity to stay ahead.
Trusted by insurers and brokers
For clients, Breez transforms the onboarding experience into a seamless and hassle-free process. No more chasing documents or dealing with confusing forms—everything is streamlined, intuitive, and secure. Clients can complete their onboarding quickly, with clear guidance at every step, saving time and ensuring their coverage is activated without delays.
Imagine an onboarding portal that really sells your brand. Your own colours, logos and choose which insurers onboarding journey you want included.
Track real-time how clients are progressing with their onboarding. Taking their time? Press 'Send Reminder' to gently nudge them towards completion.
Think about how hard it must to be collect individual medical questionnaires from hundreds of employees? Well it's not a problem anyway - fully digital and trackable!
Clients sending the wrong document. Clients forgetting to send across a document. Clients uploading last years trade license. Ring a bell? Breez ensures this is a thing of the past with AI doc scanning.
Breez has become the go-to platform for insurers and brokers throughout the region, revolutionizing the way client onboarding is managed. Our innovative tools are trusted by industry leaders to deliver seamless, secure, and efficient processes, ensuring better outcomes for businesses and their clients alike.