Are Manual Processes & NAICOM Pressures Stealing Your Nigerian Brokerage's Growth?

"Working fine" often means you're leaving money on the table. Manual systems are prone to errors, slow down client service, make NAICOM compliance a headache, and provide no real-time insights for growth. Basic software often lacks the comprehensive features needed for an insurance brokerage. Otawise centralizes all your data for easy access and reporting, streamlines operations, and frees up your team to focus on sales and client relationships. It's not just about what's "fine" now, but what will propel your brokerage forward tomorrow. We help you move from surviving to thriving.

We understand budget concerns. While there are "free" or very cheap generic software options, they typically lack the specialized features (like comprehensive commission tracking, specific NAICOM reporting) and robust security that a growing Nigerian insurance brokerage requires. These limitations often lead to higher operational costs, missed opportunities, and potential compliance issues in the long run. Otawise offers a comprehensive, integrated solution that, while an investment, provides exponential ROI through increased efficiency, reduced errors, improved client retention, and accelerated growth. We invite you to consider the cost of not optimizing your operations. We offer transparent pricing structures designed to provide exceptional value for your investment.

We know switching software can seem overwhelming. That's why Otawise is an intuitive, easy-to-understand software designed for a smooth transition. Our dedicated team provides support throughout the data migration process, ensuring accuracy and minimal disruption to your operations. For training, we offer short, self-paced video tutorials for all possible needs, allowing your team to learn individually and at their own pace, ensuring quick adoption and proficiency. Our goal is to make the transition as seamless as possible, so you can start realizing the benefits quickly, enabling higher efficiency and eliminating the pain points of disparate systems.

Yes, Otawise was built with Nigerian insurance brokers in mind. Our platform includes features designed to support your operational needs in the Nigerian context, including robust record-keeping and reporting capabilities to help you meet regulatory standards. We continuously monitor local industry requirements to ensure our software remains relevant and provides you with peace of mind. Our local presence and understanding of the market mean we speak your language and address your specific needs.

Data security is our highest priority. Otawise employs enterprise-grade security measures, including Encryption (the platform is password-protected and can only be accessed by invitation), Two-Factor Authentication (2FA), Authorized IP Addresses for staff login restrictions, and Encrypted Credit/Debit Cards that show only the last 4 digits. Our cloud-based infrastructure ensures your sensitive client and policy information is stored securely and is accessible only to authorized personnel, protecting your brokerage and your clients from potential breaches.

Our commitment to your success extends far beyond implementation. Otawise provides dedicated customer support, accessible via multiple channels, to assist you with any questions or issues. We also offer ongoing training resources, regular software updates with new features, and a community of users to ensure you continuously maximize the value from our platform.

We understand that change can be met with initial resistance. However, Otawise is designed with a user-friendly and intuitive interface that simplifies daily tasks for your team. By streamlining administrative work, it frees them up for more engaging and productive activities, ultimately boosting morale and job satisfaction. Our comprehensive training resources, including short, self-paced video tutorials, ensure your team feels empowered and comfortable with the new system, highlighting how Otawise makes their work easier and more efficient.

Absolutely. Otawise features robust Customer Relationship Management (CRM) capabilities that give you a complete view of every customer with quick, global, and advanced search functions. You can track all interactions, policy details, claims history, and communication logs in one centralized place. This enables highly personalized service, efficient follow-ups, and the ability to proactively meet client needs, ultimately strengthening relationships and fostering loyalty.

Otawise makes policy renewals and premium payments a breeze. It streamlines your renewal process by providing automated recurring client notifications (via email, SMS, and dashboard) for upcoming payments, payments due, and declined payments. You can set up notifications well in advance, ensuring timely communication with your clients. For collecting premiums, Otawise allows you to accept payments online via credit/debit cards and/or bank transfers by configuring approved payment

Yes, Otawise provides tools for Team Management & Performance Tracking. You can track employee productivity and receive notifications when assigned tasks are completed or past due. This helps you identify areas for improvement, recognize top performers, and make data-driven decisions to optimize your team's productivity. You can also track each office's productivity and compensation if you manage multiple locations.

Yes, Otawise is designed to be scalable and flexible, catering to the needs of both small, emerging insurance brokerages and larger, established firms in Nigeria. Our modular structure allows us to adapt to different operational sizes and complexities, ensuring that whether you have a few clients or thousands, Otawise can support your growth without requiring a complete overhaul. You can also effectively manage multiple offices in different locations, all on one platform.

Otawise offers Customized Invoicing & Billing capabilities. You can generate custom-branded invoices with configurable notes, effortlessly create invoices from time entries and cost items, and easily send them via email or the Client Portal. You can also track available funds that have not been applied to invoices, maximize billing options with hourly or fixed (flat) fee billing, set up payment plans (recurring payments) and subscription options with autopay, and track payment history and balances for easy reconciliation, including detailed reporting capabilities. You can also record time entries manually or automatically with our in-built timer, and easily track time entries and expenses.

Yes, Otawise includes a secure Client Portal. This portal provides access for sharing invoices, documents, appointments, messages, news, and more, enhancing transparency and improving their overall experience with your brokerage.

Otawise facilitates Secure Communication (Messaging & News). You can send and receive messages from clients and staff, and share brand-wide news with both clients and staff. This ensures that sensitive discussions and announcements are handled securely, maintaining privacy and confidentiality.

Absolutely. Otawise includes robust Document Management features, allowing you to upload and send documents in your format of choice to anyone, and have easy access to uploaded documents. You can also securely share and receive documents from clients. Additionally, it supports E-Signature capabilities, allowing you to invite multiple parties to sign a document, upload any document or contract in Word format, and send and sign documents securely within minutes from any location. There are no per-document charges, and you receive automatic email notifications when documents are signed. Signed documents are automatically stored as PDFs on your brand's platform, and you can easily access them from your secure platform. You can also track unsigned documents and send reminders to signing parties. Furthermore, leads are automatically converted to clients in Otawise when Service Agreements are signed by them.

Yes, Otawise offers Calendar & Appointment Scheduling features. You can configure a Master Calendar, customize your booking preferences for your business, set default meeting duration and buffer time, and configure mobile phone notifications. You can set up automated review notifications and direct Google review requests from customers, and configure event types and approved business holidays. You can also configure users for online appointment booking and videoconferencing via Zoom integration. For your team and clients, you can create events for different parts of your life, schedule group meetings using the "Check Available Time Slots" feature, sync your events with your other calendars provided by third-party email providers such as Outlook, Yahoo, Google, and more. The system allows you to set your calendar time zone, enable your working hours or break times to restrict scheduling of appointments outside of your working hours, send automatic meeting emails and reminders to all invitees, and send automatic SMS and meeting reminders, if enabled. You can view your calendar in multiple displays, block your calendar using the Time-Off feature for vacations, sick time, or birthdays, personalize your scheduling page for direct appointments by users, and even embed your personalized page into your email signature, enabling Customer self-booking and cancellation.

Otawise is designed to Integrate & Connect with other essential tools and services. Integrations improve efficiency by automating processes that aggregate related data within a single system. While an API is an interface that allows apps to communicate with each other, Otawise provides multiple integration capabilities for smooth transactions, communication, and documentation, ensuring your operations are cohesive and efficient.

Otawise offers robust Task Management features to help your team with prioritization, milestone tracking, and schedule management with reminder methods and recurrence. It fosters Collaboration by keeping your team connected and informed. For Team Management & Performance Tracking, you can track employee productivity, receive notifications when assign tasks are completed or past due. You can also seamlessly track employees' time on services or projects and bill clients against those hours in real time, capture time spent by employees on tasks or projects, both in and out of the office, and easily reassign an employee’s tasks to other team members without interruption in services.

Yes, Otawise offers granular Permissions management. You can configure specific permissions for different user roles, including Client, Employee, Office, Office Management, and Administrator. This ensures that each user only accesses the information and functionalities relevant to their role, enhancing data security and operational control.

Yes, Otawise makes it possible to manage referrals and affiliates, helping you fast-track growth and expand your customer base. Our platform provides features to track who referred new business (e.g., via a referral report), allowing you to effectively manage your referral network and foster strong relationships that contribute to your brokerage's expansion.

Absolutely. Otawise is designed to help you effectively manage multiple offices in different locations, all on one platform. It provides comprehensive operational and financial visibility, allowing you to track each office's productivity and compensation and gain detailed insights into your overall business performance through various reports (e.g., Billing reports like invoice status, payments, costs, and Admin reports like timesheet, time-off request, referred by & referral report)