Partner/Intermediary
Servicing
Ferryt Partner/Intermediary is a solution for managing business partners and intermediaries. It enables the creation and development of a network of intermediaries, supporting their onboarding through automated processes available across multiple channels.
With our solutions, intermediaries gain a dedicated portal for sales and after-sales processes that is fully integrated with the company’s internal systems. The tool is also compatible with external systems and is accessible on mobile devices, ensuring flexibility of operation.
Zastosowanie
Partner network management
Our solution supports the management of the network of partners and intermediaries, offering flexible control over the structure and users. Automatic onboarding of new partners takes place via a web-based application submitted by the contractor or sales network supervisor. The system provides automatic verification of entities in external data sources.
Portal for Partners/Intermediaries
A dedicated portal gives intermediaries access to tools to support sales and customer service. It allows them to launch sales requests, and check the list of submitted requests or claims. The portal also provides access to information about currently available products, the knowledge base, reports, and billing.
Configuration of products and offerings
It allows new products and offers to be defined and modified on an ongoing basis. Products can be assigned to selected Partners/Intermediaries, allowing for flexible offer management.
Sales processes
It handles the full sales application process, from their submission by intermediaries to data editing and contract finalisation.
Commission settlement
It supports complex commission settlements, both actual and simulated. The system allows you to configure parameters that affect commission calculations, distribute settlements to intermediaries, and display data in a user widget.
Knowledge base
It provides operational support to Partners and Intermediaries by providing a knowledge base, training materials, a two-way communication module, notifications, and service desk processes.
Analyses and reporting
It provides automated sales reports to monitor the performance of Partners and Intermediaries. This data enables analysis of sales effectiveness, costs, and contract performance to support ongoing quality management of operations.
Complaints handling
The complaints handling module allows intermediaries to report problems such as incorrect commission calculations or incorrect salary assignments. Reports include details of applications, commissions, and references to contract provisions.
