Run the whole brokerage in one place.
GetBora covers the full cycle of policies, clients and commission. Consultants run their day in it, team managers lead their teams in it, and the back office closes the month in it. AI reads the paperwork in; your team checks it.
AI reads the paperwork in.
Insurer statements (odd layouts too), signed application forms and campaign circulars are read into GetBora for your team to check. A new case can start straight from the signed form.
Commission the way your firm pays it.
Set your firm’s own commission schemes with dated versions, a rank ladder, referral fees and campaign shares.
Payouts with two sets of eyes.
Finance prepares a payout run and someone else verifies it. GetBora does not let the same person do both.
Every policy in one record.
Each policy keeps its details and its files together, in one Documents panel. The policy list filters as you type and loads as you scroll.
Also built in
- ComplianceTwo-person AML decisions that hide the hit from sellers, ILAS pass/fail checks, and KYC fields only Compliance can see.
- Service logTrack each client request to the end, send it to the insurer by email from the case with the files attached, and read the reply back in. Bora drafts replies for you to edit.
- Client portalFully in Traditional Chinese, with a reference number and file uploads for every request.
- Every step on recordAn activity log, a sign-in log and View as, so managers can see who did what and when.
- Your insurers, your productsChoose them from the GetBora catalogue or add your own.
- My TeamYour organisation layer by layer, with headcount, commission and the cases in progress.
Talk to us
Want a demo of MyBora or GetBora, or to build something with us?