Ever lose track of a certificate? It happens, but it doesn’t have to. Brokercore takes care of it — helping you manage certificates of insurance and stay on top of policy renewal — so you can take care of your clients.
Don’t worry about creating new templates or learning new software for the day-to-day. Brokercore works behind the scenes, seamlessly integrating your client data into your existing Microsoft Office® documents. Your clients never know the difference.
Take advantage Office 365 mail and select incoming and sent emails to add to the client file. You can even send email from Brokercore, emails are saved in the client file and in the O365 mail sent folder!
We thought long and hard about how to make brokers happier and we came up with this: simple per-user fees and no charge for support . And if you're an Insurance Brokers Association member and looking to pay annually in advance, even better news: We've got a discount for you.
“Sage Advisor Resources has been using Brokercore for almost a year and we couldn’t be happier. Super user-friendly with drag and drop features, no double entry & great CRM feature, without the giant price tag.”
"Over the years, I've struggled to find the right insurance management solution. Brokercore works with my existing Microsoft Office® software and its easy integration promises a great solution with minimal roll-out."
Book a free, no-strings demo today, and we’ll walk you through the ways Brokercore can make your life easier by managing your insurance business.