Insurance Broker Management Software

Request Demo

Simplify Business Operations With a Future-Ready Insurance Broker Management System

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 software solutions, 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).

Insurance Broker Management System

Insurance Broker Management Software to Maximize Efficiency, Productivity, and Sales

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:

Product Administration

Configure your system, set-up multiple insurance companies, products, and manage automated or manual rates.

Policy Administration

Enable users to create quick quotes, compare quotes, manage binders, perform endorsements, renewals, cancellations and register claims. Auto-generate renewal notices and setup reminders.

Insurer Connectivity

Connect with insurer system with ready APIs or EDI methods. Push or receive all information in real time. Get away with operational redundancy and improve efficiency.

Dashboard & Reporting

Access to all standard & statistical reports out of the box. View them on the dashboard interface available on web and mobile.


Get a 360-degree view of the customers for better servicing. Assisted sales process to help track your leads end-to-end and engage in up-selling/cross-selling.

Digital Document Repository

Upload documents against a policy or claim and manage them accordingly within this interface. Eliminate paper trails.

Customer Portal

Self-service policies or register FNOL with a quick upload of claim-related photos and videos on either web or mobile platforms. Update profile or make payments against policies.

Producer Portal

Allow producers to register new businesses and manage commissions with the easily configurable agent/producer sections.

Mobile Application

The mobile app lets customers self-service policies, update contact information, view policy status, make payments, report a new claim, and more.

All-In-One Insurance Broker Software to Improve Productivity and Consolidate Business-Critical Information

Request Demo

Features of BrokerEdge

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

Insurance Brokerage Software that Understands Your Business Needs

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

Insurance Insights


With the insurance industry moving towards hyper-automation, brokers and MGAs are looking for methods to reduce time and increase efficiency. Further, customers have come to expect features such as a mobile app and a customer portal. BrokerEdge is an insurance broker software that comes inbuilt with features for the brokers as well as the customer.

BrokerEdge is an end-to-end insurance broking management software that addresses the needs of insurers, insureds, and brokers. The cost of the insurance broker systems software will depend on the features you select to meet the needs of your business.

No matter what your line of business – Property & Casualty or Employee Benefits (Health Insurance & Life Insurance), BrokerEdge is a comprehensive insurance broking management software that comes inbuilt with features that work for your business.

BrokerEdge enables life insurers to manage policy workflows faster and more efficiently. The insurance broker portal software provides a consolidated view of all policies, allows you to create and share multiple quotations easily, make data-backed decisions, and manage commissions from multiple insurers.

We understand how critical customer data is for your business, especially with employees working from home. We have designed this insurance broker CRM software to help you secure critical data easily. You can customize system configuration, add/delete/modify users, and control their access to your modules.