Create profiles for clients starting from the prospect stage through to policy binding and renewal.
Keeping up with filing gets easier when you can drag and drop emails, documents and images directly to client files, all kept in one, central place your whole team can see.
Auto-generated activities help you easily manage policies. See what you need to do next to ensure applications, payments, and renewals are processed properly. Customize activities as you like.
Brokercore turns the private documents you email to your client (like quotes and policy details) into secure attachment links and lets you track when customers view the links. Safe and snazzy too – you can customize your email templates.
Insurer homepages help you keep track of insurers, brokers or referral partners the way you would any client. Add contact info, notes, documents for easy future access.
Easily manage endorsements, claims, and important policy details, ensuring you never miss a renewal or change.
Brokercore creates and tracks certificates, minimizing hassle and risk to your brokerage.
Your audit trail is automated with reports on activity history for policy and client files. Need a report you don’t see? Let us know - we’d be happy to add it.
Generate invoices from templates, then track invoices and client payments. Easy.
Brokercore’s a Web-based application, hosted on Microsoft® Azure Cloud, so all you need is a computer or device with an internet connection and a browser.
We’ve got that covered. Microsoft® Azure Trusted Cloud helps ensure your data stays secure and automatically backed up.
With your software in the cloud, there are no hassles with installing upgrades. Simply log in, and you’re always up to date.
Outlook integration helps you simplify email communication. Attach emails quickly and easily with the click of a mouse to keep track of client correspondence. Looking for someone? Clicking their email in Outlook will automatically call them up in the system.
BMS integration helps you add powerful support for your P & C clients to your existing system. If you already have a broker management system, Brokercore can track clients with shared client ID values or even link to existing systems and data, giving you a complete picture of your client.
* Coming in 2017. Some extra charges may apply.
With a rich API, we can help you integrate directly to Brokercore. Whether you’re building a formal connector or integrating with your current internal workflow, we can help.
You’ve got a lot of stuff to manage, and we’re here to help. We’ll assist with data migration from your older system and getting your instance of Brokercore up and running, so you can get back to providing top-notch service.
Our System Staging process lets you take Brokercore updates and new versions for a spin with your own data before you upgrade to the latest version.
Sure, Brokercore’s easy to learn, but we’re here to show you the ropes so it always goes smoothly.
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.