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BrokerEdge

BrokerEdge

Overview

What is BrokerEdge?

BrokerEdge is an insurance broker software designed to streamline operations, improve efficiency, and enhance customer experience. It enables brokers to connect with insurer partners and insureds by leveraging advanced technologies such as AI, data analytics, and automation. The software eliminates...

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Pricing

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What is BrokerEdge?

BrokerEdge is insurance broker management software that supports all lines of the insurance business. The broker software offers core automation and connectivity to enable insurance brokers to meet growing customer expectations with increased efficiency and efficacy. As an on-demand,…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Brokeredge CRM Demo

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Product Details

What is BrokerEdge?

BrokerEdge is an insurance broker software designed to streamline operations, improve efficiency, and enhance customer experience. It enables brokers to connect with insurer partners and insureds by leveraging advanced technologies such as AI, data analytics, and automation. The software eliminates the need for manual spreadsheets by centralizing all information in one place to facilitate better decision-making.

BrokerEdge provides business process automation for improved efficiency and integrated lead management that ensures a healthy pipeline and higher win rates. With its user-friendly interface, scalability, and flexibility, it can work with multiple insurance companies. By doing so, it helps brokers meet evolving customer expectations while simultaneously managing commissions.

In addition to these features, BrokerEdge has a mobile application that allows policyholders self-service capabilities to view their policies on-the-go or make changes when necessary. The software is ideal for small-to-medium-sized businesses based in the Americas and Caribbean islands looking for ways of optimizing day-to-day operations without compromising operational costs or customers' satisfaction levels.

BrokerEdge Features

  • Supported: Automated Commission Tracking
  • Supported: Document Management
  • Supported: Email and SMS Marketing
  • Supported: Policy Administration
  • Supported: Single-view Dashboard

BrokerEdge Screenshots

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BrokerEdge Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesUSA, Caribbean, India
Supported LanguagesEnglish
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Comparisons

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Reviews

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