Document Management
The Brooke Management System has been documents based for many years because converting documents into electronic images provides a universal platform for storing and sharing information. Document management activities are centralized and performed by processing center personnel. These activities include customer setup, and document sorting, imaging and distribution. The documents department manager has 10 years of experience at Brooke working on document management-type activities. More than 60 dedicated individuals are employed in the documents department.

Cash Management
The Cash Management module makes cash management easier and more accurate because it is fully integrated with the processing center’s cash management processes.

Personal Management
The Personal Management module provides tools to assist with personal financial management and links to
suppliers that provide volume discounts.

Insurance Service
The Insurance Services module provides policy information downloaded from insurance companies and access to integrated ACOR D forms. This module also includes rating programs for auto insurance policies and other types of policies.

Marketing Management
The Marketing Management module is a comprehensive approach to marketing that includes access to the insurance company marketing team, advertising center and logo center.

Franchise Communication
The Franchise Communication module provides franchisees with access to connections in the national
office and to other franchisees.

Professional Consultation
The Professional Consultation module provides franchisees with access to national consultants for
assistance with regulatory, licensing, errors and omissions, personnel and other issues.

Office Management
The Office Management module allows franchisees to control user access, monitor user activity and request
facility assistance.