Visit : http://empiricalefficiency.com/products The Broker Business Management System (BBMS) is a cloud platform that allows an insurance broker to securely operate his business from anywhere, at any time and with any device. The only requirement is a connection to the internet. Empirical Efficiency is now offering a free 6 months membership. No billing information required. This amazing new platform offers: Interaction of all involved parties (broker, underwriter, claims adjuster, client) Submission management Internal and external correspondence management Accounting and invoicing Claims management Clients management (CRM) Documents management Performance analysis and reports Task management Instant notifications Support Forum

1. Empirical Efficiency Inc.

2. Contents
 System Overview
 Document Management
 Client management
 Workflow
 Workforce Management
 Business Intelligence
 Accounting & Transaction Processing
 Communications
 Information Security
 Contact

3. System Overview
 Operates an insurance broker’s entire
business
 Secure, fast and flexible web based
platform
 Accessible to authorized users
anywhere and anytime
 Centralized system that brings together
all parties (brokers, clients, insurers)

4. Document Management
 Fast
 Direct access to files through iFrames
 Efficient
 Linked to information & workflow
 Automatic document & invoice production
 Secure
 Communications and transfers secured with
256 bit encryption
 Files can’t be access from outside the
system

5. Client Management
 Client Profiles
 Contact Information
 Linked to:
○ Purchased products
○ Electronic documents
○ Communications
 Prospecting

6. Workflow
 One system for all operations
 Start to finish
○ Data Entry / Administration
○ Production
○ Management
○ Reporting
 Tasking

7. Workforce Management
 Account assignments
 Real time performance monitoring
 Secure employee profiles

8. Business Intelligence
 Data mining
 Real time reporting & Management
 New business
 Business continuation and retention
 Current status / Pending & Outstanding
business
 Success metrics
○ Ratios
○ Results
 Industry / geographic profiling
 Prospecting

9. Transaction Processing
 Invoicing
 Allocation by locations or divisions
 Accounts receivable / payable
management
 Bank account reconciliations

10. Communications
 Emails to clients and underwriters
 Automatically filed and linked
 Discussion board
 Create discussions about topics of interest
 Internal memos and discussions are
archived and easily available
 Allows questions and answers to be made
available to everyone and avoids answering
the same questions multiple times

11. Information Security
 Secure user authentication
 Secure access to files / Read only
 Secure database
 Encrypted sensitive and private data
 Database only accessible by administrator
with proper credentials
 Secure file storage
 Daily backups
 All communications are encrypted

12. Contact
 Colby Cox, President
 ccox@empiricalefficiency.com