Insurance Brokerage demands multitasking. Brokers and MGAs need to keep a tab on multiple things such as maintaining individual client/sales record, capturing client policy details like effective/renewal date, policy period, premium, plan, and carrier. These manual processes trade-off the time and effort required for converting leads to clients and staying at the top of sales. BrokerEdge is a software for insurance brokers that provides a smarter way to manage leads/customers and close policies faster, anytime anywhere.
BrokerEdge facilitates intuitive automation and seamless connectivity to insurer partners and insureds. Being one of the best insurance broker software it is inherently compatible with multiple insurance companies. As a feature-rich powerful insurance broker software, BrokerEdge takes care of administration, client services, underwriting, quote processing, claim processing, and more. Its next-gen customer portal and highly customizable mobile app offer superior flexibility and scalability. BrokerEdge is perfectly aligned with multiple lines of insurance business – Property & Casualty lines, special lines, Life, International Health, Employee Benefits, and Life Insurance.
Work smarter, keep a tab on individual policy journey, empower policyholders with updated information, and seamlessly collaborate with colleagues – all the while keeping your peace of mind.
Efficient ProcessAutomation
Automated alerts to remind users/brokers of important dates and priority actions, seamless exchange of policy information with insurers, and more.
Integrated Lead Management
Efficient prospect and customer Interaction by enabling Integration with core processing insurance modules.
On-premise or Cloud-hosting
Total control of information rests with the stakeholders. BrokerEdge supports on-premise or cloud installation as per the business policies and objectives.
Next-gen Mobile Application
Mobile app for customers to enable policy self-service, claim reporting, faster enrolments, and secure payments.
BrokerEdge is a comprehensive insurance broking management software that works with all lines of insurance – P&C Insurance, Life Insurance, and Health Insurance.
Property & Casualty (P&C) Insurers
InsureCRM manages P&C policy workflow with effective solutionsFaster and better management of P&C policy workflows:
Health Insurers
End-to-end solution to streamline Health Insurance Brokerage:
Life Insurers
Get a consolidated view of all Life Insurance Policies:
One Dashboard View
Faster access to the most important information with sleek UI and visualization
Commission Tracking
Automated payment schedules, entry of received and missed payments
Document Management
Centralized repository of all policy related documents and claim photos
Email/ SMS Marketing
Shoot emails or SMS in bulk to leads/ clients and stay at the top of sales
Effective Policy Management
Enter notes related to leads/ clients and access them anytime, anywhere
Superior Customer Experience
Improve customer satisfaction via self-service tools and faster response time
Scalable Insurance Broker Software that Manages Millions of Transactions
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Our Differentiators
Dedicated Practice to deliver services and solutions for Insurance businesses.
1100+ person years of experience in delivering Insurance technology services.
100+ Insurance projects delivered globally, 60+ Insurance Customers.
30+ installations of BrokerEdge – the best insurance broker software.
Strong experience in multiple lines of business covering Life, Health & General Insurance.
Strong Technology Expertise on Microsoft, Open Source, Oracle, Salesforce, IBM, Cloud & Mobility.
Capabilities in cutting-edge technologies – IoT, AI, Machine Learning.
Global Presence with resource availability in USA, UK, Europe, Luxembourg, Caribbean Islands & India.
BrokerEdge is the next-gen insurance brokerage software – smart, easy to learn, affordable, and grows with your business.