About Timebox
Insurance Brokers and Financial Advisers - Increase client profitability with Timebox.
a cloud based insurance broker software
Timebox Description
Timebox is a cloud based software specifically designed to help insurance brokers and financial advisors increase client profitability whilst assisting to provide transparency on both fees and commissions.
This UK Broker Award winning software combines simplicity of use with powerful management and analytical tools. Time and costs are tracked against clients and services thus enabling a direct view of related profitability. This level of understanding can be used to drive your business profitability by seeing exactly where the time is being spent - often it is not on the client that provides the most revenue. Additionally, this detail can be used to justify your fees to clients by providing clear and concise reports of the work undertaken for them which then provides a useful 'bargaining chip' when renegotiating fees /commissions.
Timebox provides you with:
* Client profitability analysis
* Client activity breakdown
* Financial analysis across your entire organisation
* Account executive - Client management dashboard
* Productivity analysis