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
BrokerEdge Awards
Get an Overview for the Leaders Matrix at glance
Our Awards and Recognition
BrokerEdge Screenshots
Key Features of BrokerEdge
- Case Management
- Customer Management
- Document Management
- Marketing Automation
- Contact Management
- Commission management
- Self Service Portal
- Compliance Management
- Billing & Invoicing
- HIPAA Compliant
- Affiliate Management
- Analytics
- Claims Management
- Quote Management
- Quotes / Estimates
- Policy Management
BrokerEdge Users
Business
- Freelancers
- StartUps
- SMEs
- Agencies
- Enterprises
Available Support
- Phone
- Live Support
- Training
- Tickets
Specifications
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Deployment:
Any
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Payment:
Monthly
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Api
-
Customization
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Mobile Support
Desktop Platforms
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Web App
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Windows
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Mac
Mobile Platforms
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Android
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iOS
Language Support
- English
BrokerEdge Categories on SoftwareSuggest
Company Details
Damco Solutions
Plainsboro
101 Morgan Lane, Suite # 205, Plainsboro NJ 08536, USA
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Available on request
BrokerEdge Description
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
Integrations
Email, Quick Books, MS Navision, Sage 300
Overall Reviews
BrokerEdge Pros and Cons
Pros
"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."
"It’s easy to setup and useThe reporting function is quite advancedHelps brokers meet our expectations"
Cons
"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."
"I don’t think the software has any flaws."
BrokerEdge Reviews (14)
Hamilton
Insurance Tech Advisor
Used the software for : 6-12 months (Daily)
Company Size :11-50 employees
Powerful and Flexible Insurance Broker Software
BrokerEdge is a powerful and customizable insurance broker software that can help businesses streamline brokerage processes. It can easily integrate into the existing workflows and systems.
BrokerEdge Mobile App Experience
BrokerEdge After Sales Service Rating
What do you like best about BrokerEdge?
I love the powerful automation engine of BrokerEdge. It helps save time and improves accuracy.
What do you dislike about BrokerEdge?
The software can be complex and may require some training to get the most out of it.
What features is BrokerEdge currently missing?
None
Rick H.
Chief Executive Officer
Used the software for : 6-12 months (Daily)
Company Size :11-50 employees
Useful Software for Insurance Brokers
We were looking for an all-in-one insurance broker CRM software when we chanced upon BrokerEdge. After assessing its features and functions, we went ahead with the implementation and cannot be happier. The software is intuitive to our needs, responsive, and always evolving.
BrokerEdge Mobile App Experience
BrokerEdge After Sales Service Rating
What do you like best about BrokerEdge?
BrokerEdge is user-friendly and enables our brokers to provide more convenient service to customers. It also helps with lead capturing and drives productivity.
What do you dislike about BrokerEdge?
At the moment, I have no complaints concerning BrokerEdge.
What features is BrokerEdge currently missing?
No
Andrea J.
Finance Consultant
Used the software for : 6-12 months (Daily)
Company Size :11-50 employees
Great Software for Broker Management
Since we started using BrokerEdge, we have witnessed a significant increase in sales and customer retention. Using this insurance broker management system is easy and allows us to manage our brokers easily. It also allows users to schedule actions like meetings and calls.
BrokerEdge After Sales Service Rating
What do you like best about BrokerEdge?
It’s easy to setup and useThe reporting function is quite advancedHelps brokers meet our expectations
What do you dislike about BrokerEdge?
I don’t think the software has any flaws.
What features is BrokerEdge currently missing?
No
Donald C.
Manager
Used the software for : 6-12 months (Daily)
Company Size :11-50 employees
Complete Insurance Broker Management Software
We have been using BrokerEdge for a year now. Our brokers could quickly adapt to the system, and the broker management software is packed with all the functionalities required. We love its tracking capabilities as well.
BrokerEdge After Sales Service Rating
What do you like best about BrokerEdge?
- The user interface is smooth - The system allows you to generate custom reports
What do you dislike about BrokerEdge?
Haven’t found anything
What features is BrokerEdge currently missing?
None
Elle D.
Used the software for : 2+ years
Company Size :51-200 employee
Smooth Functioning Insurance Broker Software
Brokerage helps smoothen the brokerage operations. It is also user-friendly and can be customized. In addition, the vendor updates the insurance broker software continuously and offers good customer support.
BrokerEdge Mobile App Experience
BrokerEdge After Sales Service Rating
What do you like best about BrokerEdge?
Customer support and customizable user modulesBrokers can access it from anywhere and update information
What do you dislike about BrokerEdge?
The reporting and analytics module could use some improvement
Do you think BrokerEdge delivers value for the money spent?
Yes
Are you satisfied with BrokerEdge features?
Yes
Did implimentation of BrokerEdge was easy?
Yes
What features is BrokerEdge currently missing?
No
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
