BrokerEdge
What is BrokerEdge?
BrokerEdge is a flexible and scalable insurance broker software that helps automate end-to-end processes for brokers in personal, commercial, and specialty lines of business.
BrokerEdge Starting Price
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BrokerEdge Screenshots
Key Features of BrokerEdge
Here are the powerful features that make BrokerEdge stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Adjustor Management
- Affiliate Management
- Agency Commission
- Analytics
- Billing & Invoicing
- Broker / Agent Portal
- Cancellation Tracking
- Carrier Upload
- Case Management
- Churn Management
- Claim Resolution Tracking
- Claims Management
- Claims Tracking
- Co-Pay & Deductible Tracking
- Commercial Lines
- Commission Calculations
- Agency and broker management
- Analytics and business intelligence
- Audit trail and reporting
- Billing and invoicing
- Claims adjuster assignment and tracking
- Claims Management
- Commission Tracking
- Customer relationship management (CRM)
- Data analytics and reporting
- Document Management
- Electronic signature and document exchange
- Fraud detection and prevention
- Insurance certificate management
- Loss control and prevention
- Policy documentation generation
- Policy endorsements and modifications
BrokerEdge Specifications
Get a closer look at the technical specifications and system requirements for BrokerEdge. Find out if it's compatible with your operating system and other software.
- Quick Books
- MS Navision
- Sage 300
BrokerEdge Description
Here's the comprehensive description of BrokerEdge. Gain a brief understanding of its unique features and exceptional benefits.
BrokerEdge is an end-to-end insurance broker management software that helps brokers manage day-to-day tasks in a smart and efficient manner. From maintaining client records and capturing client policy information to closing policies and calculation commissions, BrokerEdge does it all.
Equipped with a single dashboard view, it offers quick, real-time access to essential data and maintains a secure depository of all policy-related paperwork and claim pictures. Moreover, its mobile application for customers is highly customizable and consists of self-service and self-help functions.
Key Benefits
- Automates and simplifies the customer onboarding process, leading to better customer engagement
- Sends automated notifications for reminding brokers of due dates and priority actions
- Facilitates a seamless flow of information between carriers, brokers, customers, and other stakeholders
- Reaches out to leads and customers across different channels like email and SMS to help brokers stay at the top of sales
BrokerEdge Customers
Overall BrokerEdge Reviews
Thinking about using BrokerEdge? Check out verified user reviews & ratings based on BrokerEdge's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.
BrokerEdge Pros and Cons
"Insurance broker management software boasts user-friendly navigation, an extensive library of plugins and integrations, and user authorization features for enhanced data security."
"I love the powerful automation engine of BrokerEdge. It helps save time and improves accuracy."
"BrokerEdge is user-friendly and enables our brokers to provide more convenient service to customers. It also helps with lead capturing and drives productivity."
"I have no significant complaints or dislikes about the software. Its well-crafted design and seamless functionality are truly commendable."
"The software can be complex and may require some training to get the most out of it."
"At the moment, I have no complaints concerning BrokerEdge."
Alternatives of BrokerEdge
Explore alternative software options that can fulfill similar requirements as BrokerEdge. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
BrokerEdge FAQs
What apps do BrokerEdge integrate with?
BrokerEdge integrates with various apps:
- Quick Books
- MS Navision
- Sage 300
What are the top 5 features for BrokerEdge?
The top 5 features for BrokerEdge are:
- Case Management
- Customer Management
- Document Management
- Marketing Automation
- Contact Management
What type of customer support is available from BrokerEdge?
The available support which BrokerEdge provides is:
- Phone
- Live support
- Tickets