Broker area
We make it easier to distribute your solutions.
Brokerlink is an incubator dedicated to brokerage professionals. Our mission: to give you the tools, agreements and opportunities to grow your distribution, through 3 key areas.
Our 3 areas
Three levers to grow your distribution.
For each one, we start from a problem brokers face every day, and provide a practical solution.
01
CRM & sales pipeline
The problem
Prospects and clients scattered across Excel, emails and WhatsApp, forgotten follow-ups, and no clear view of the deals in progress.
Our solution
- A visual pipelineFrom prospecting to signature, every deal moves forward stage by stage before your eyes.
- Automatic remindersNo more forgotten follow-ups: reminders arrive at the right time.
- Every client, every contractThe full history of the relationship, in one place.
- An activity dashboardYour deals in progress and your activity, at a glance.
Fictitious data, for illustration only.
02
Qualified leads and appointments
The problem
Prospecting takes up a huge amount of time, bought leads are cold, and the calendar stays empty.
Our solution
- Qualified prospectsSelected according to your criteria: area, product, profile.
- Appointments in your calendarBooked directly into your calendar, ready for you to attend.
- Time for advisingYou focus on what matters: advising your clients and closing deals.
Fictitious data, for illustration only.
03
White-label Libre Passage platform
The problem
Paper files, re-keying data, back-and-forth with the foundations and ever-longer delays.
Our solution
- 100% online onboardingIdentity, supporting documents, electronic signature and transfer, all paper-free.
- In your coloursYour logo, your colours, your name: your clients stay in your world.
- Connected to the foundationsFiles are sent via API, with no re-keying and nothing sent by post.
- Real-time trackingEvery stage of the transfer is visible in your dashboard.
Broker dashboard
All your files, at a glance.
Files in progress, the status of each transfer, amounts transferred and notifications: you manage your vested benefits business from a single screen.
- Real-time status of every transfer
- Automatic reminders for missing documents
- Complete, exportable history
Fictitious data, for illustration only.
White label
One platform, as many identities as partners.
Each partner broker adds their own logo and colours. Your clients only see you.
Fictitious brokers, for demonstration purposes.
Connected by API, directly to the foundations.
No re-keying, nothing sent by post: validated data and documents are sent to the relevant foundation, and the transfer status is reported back in real time.
Brokerage professionals
Open your Ampia agreement with Brokerlink.
Brokerlink holds the exclusive right to open Ampia agreements in French-speaking Switzerland and Ticino. We provide brokerage professionals with the agreements and tools they need to develop their own distribution.
Request a demo
Brokers' questions
Everything you need to know before you start.
Our experts' answers to the questions we are asked most often.
Fill in the form at the bottom of the page: we talk about your business, then present the agreements and tools available to you, including the white-label platform.
Request a demo
Let's see together what we can do for you.
Tell us which areas interest you: we'll present the tools and agreements suited to your business.