What is BrokerEdge?
BrokerEdge is a versatile insurance broker software solution designed to streamline and optimize broker operations. Our software offers automated processes for personal, commercial, and specialty lines of insurance, allowing brokers to focus on delivering exceptional customer service. With our scalable platform, brokers can easily adapt to changing business needs and improve efficiency.
Run On Mobile Browser :
Yes
Available Support :
Email,Phone,Live Support,Tickets
Languages Available :
English
Software Integrations :
4n6 Office 365 Email Backup,QuickBooks Online,Sage 300 Cloud
BrokerEdge is ainsurance broker management solution that streamlines day-to-day tasks with efficiency and intelligence. By centralizing client records, policy information, and commission calculations in one platform, BrokerEdge ensures a smooth operation for brokers. With a dashboard, real-time access to crucial data and a secure digital repository for policy paperwork and claim images is easily available. Additionally, its customizable mobile app enables clients to access self-service and self-help options. With features such as automated customer onboarding, reminders for important dates and actions, and seamless information flow between stakeholders, BrokerEdge helps brokers enhance customer engagement and drive sales potential. Through a multichannel outreach strategy, including email and SMS, BrokerEdge empowers brokers to maintain a competitive edge and improve overall performance.
