"We’ve had particularly positive feedback on the proc fee monitor which shows how much commission the broker has earned with us"
MyKeystone allows brokers to upload documents and add notes and also includes a proc fee monitor and a document library.
Phil Riches, Head of Sales at Keystone, said: “A handful of brokers have trialled the system, and like us, are pleased with its functionality. In addition to tracking Classic Range cases, brokers can see where they need to provide additional information and can upload documents directly onto the system. They can even add live case notes for Keystone administrators.
“We’ve had particularly positive feedback on the proc fee monitor which shows how much commission the broker has earned with us and what’s in the pipeline.”
