Insurance Brokerage demands multitasking. Brokers and MGAs need to keep a tab on multiple things such as maintaining individual client/sales records, 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 abreast of sales figures. BrokerEdge is a leading insurance brokerage software that provides brokers with 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. As one of the best insurance broker softwares, BrokerEdge has the capability to work with multiple insurance companies in conjunction. It is a feature-rich and powerful insurance broker management software that 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 businesses – Property & Casualty and Employee Benefits (Health Insurance & Life Insurance).
Work smarter, keep a tab on individual & group policy journeys, empower policyholders with updated information, and seamlessly collaborate with colleagues – all while keeping your peace of mind. Here are the modules of this platform:
Automated alerts to remind users/brokers of important dates and priority actions, seamless exchange of policy information with insurers, and more.
Efficient prospect and customer Interaction by enabling Integration with core processing insurance modules.
Total control of information rests with the stakeholders. BrokerEdge supports on-premise or cloud installation as per the business policies and objectives.
Mobile app for customers to enable policy self-service, claim reporting, faster enrolments, and secure payments.
Here’s how BrokerEdge ensures efficient broker management and improved profitability
Integrated P&C and Benefits Management
Multiple Quote Comparison
Underwriting Guides/Rate Configuration
Automated Insurer Connectivity
Sales Automation and Integrated CRM
Pay-As-You-Go Pricing Model
One Dashboard View
Faster access to the most important information with intuitive UI and visualization
Commission Tracking
Automated payment schedules, entry of received and missed payments
Document Management
Centralized repository for all policy-related documents and claim photos
Email/SMS Marketing
Send bulk emails and SMS to leads/clients and keep track of your sales
Effective Policy Management
Enter notes related to leads/clients and access them anytime, anywhere
Superior Customer Service
Improve customer satisfaction via self-service tools and faster response time
Scalable Insurance Broker Software that Manages Millions of Transactions
Request More InformationDedicated 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 in 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.