Insurance Broker Software | BrokerEdge

A Complete Brokerage Management Solution

BrokerEdge is an advanced insurance broker software/accounting software for insurance brokers that provides core automation and connectivity to insurer partners and insureds. This easy-to-configure Broker Management Software is user-friendly, flexible, scalable and has the capability to work with multiple insurance companies in conjunction.

Being modular at core, BrokerEdge is the best CRM for insurance brokers helping them manage administration, client services, underwriting, quote processing, claim processing, CRM, Customer Portal and configurable mobile app. It can manage all classes of insurance business, namely Property & Casualty lines, special lines, Life, International Health, Employee Benefits, Life Insurance and more, with the flexibility of choosing automated rating or manual premium entry.

BrokerEdge Digital Document Repository (DDR) is an easy to use, scalable, insurance broker software solutions that can manage millions of documents. It can store practically any type of file and directly integrate with BrokerEdge. It manages all the documents stored form within BrokerEdge and also the ones uploaded from outside of the system linked to specific transactions. It gives you a complete view of all your documents in one place. BrokerEdge DDR makes it easy for organizations to improve security, increase compliance, streamline operations, and reduce the use of paper while saving time and money.

Through BrokerEdge Mobile application, you can bring client and policy information from your brokerage management system to mobile devices effortlessly and stay connected on the go. Allow your customers to view policy information on demand to ease customer service and create a better business impact through your insurance broker app. The synchronization enables you to keep customer and policy information current and safe across systems. Empower your customers to take control of their information and feel connected with your business. BrokerEdge is the best insurance agency broker management software solution available in the market.

Benefits of BrokerEdge

Single Unified
Customer View

A single view of data that manages all companies, locations, lines of business within an application.

Document
Management

Electronically manage, organize and secure documents according to your business process guidelines.

Increased Efficiency
& Productivity

Replace manual processes to cut cost and increase both revenue and productivity.

Better Customer
Relationship

Mobile app for customers to self-service their policies, report claims, do enrolments and make payments.

Process Automation
& Management

Automate exchange of policy information with your insurers. Automated alerts remind users of important dates and priority activities required for outstanding accounts. Get renewal reminders within the system and over email.

Lead
Management

Integrated CRM module will allow you to manage all your customers and Producers under a common platform. Enhance your business by nurturing all possible leads. This gives way to better management of resources with complete auditing of communication.

Our Differentiators