Tesis ERP Tesis features Conectivity

Designed by insurance brokers, developed for insurance brokers

Digitize processes, automate tasks and drive your brokerage to maximum productivity

Multi-device

Document Management

Centralized server

Automate reports

All in one Everything under control SASS Business rules Notice of non-paiments Fast Detailed reports Multi-device Automation Power

Tesis Broker Manager is the management software that changes the rules: online, multi-user, multi-brokerage, mobile and responsive… No installation or hosting: everything in the cloud.

El Dashboard A comprehensive dashboard system provides a real-time view of the state of the business. It allows to parameterize, establish indicators, measure objectives and export reports to multiple formats of text, HTML, digital, image…

Communication in customizable templates. You’ll be able to create customized templates in RTF, WORD, HTML or HTML5 format for individual communication or mass mailings by physical letter, email, SMS or push. In addition, these communications can be certified.

Customer Support Our support team is always at your service. Check soporte ›
Compliance with R.D. 301/2004 /DEC. Statistical-Accounting Statement, required by the DGSFP.
New EIAC v6 Support for the latest version of EIAC standards.

Data Import / Export. Tesis Broker Manager features powerful system that allows the integration or export of data, and is also fully parameterizable from external sources.

Automatic processes and tasks. Through its powerful Scheduled Task Manager (STM), in Tesis Broker Manager it is possible to configure tasks for automatic and unattended sending of reports and communications by email, SMS or push.

Powerful integrated Document Manager. Gives you the power to establish customized classification for documents, control their physical location, share documents by users or sections, index files or folders by dragging and dropping, control documents already indexed, etc.

Extensive User Control. Tesis Broker Manager incorporates a very detailed configuration of permissions, as well as the possibility of registering and storing all accesses, changes and actions that users carry out on a daily basis.

It works differently. Designed in SaaS format, Tesis Broker Manager only needs a browser: 100% online, no installation, hosting or hosting. All in the cloud. Multi-device and multi-brokerage. Designed with maximum usability in mind: easy to use… so you can enjoy your work!

Integrated technology. Tesis Broker Manager works in full connection with other platforms of the Codeoscopic Workspace suite. Technological tools that communicate and make available to the insurance broker the most advanced resources for his work.

Want to discover the power of Tesis Broker Manager?

Continue exploring solutions that respond to the needs of the insurance sector

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