Finally, insurance software that works as advertised
From form generation and rating, through to policy management and payment processing, Brokercore helps you get back to the business of selling insurance.
Ditch all the manual tasks — for good
Stop downloading spreadsheets
With one solution that manages your whole policy workflow, there’s no more re-entering data into multiple systems.
Avoid costly mistakes
With preloaded templates and fewer manual paper tasks for staff, you’ll reduce your risk of E&O in policies.
Scale without hiring
Easily and automatically capture client data and put together more policy packages without adding to your headcount.
A complete digital solution that supports your policy workflows
Capture client data using online forms
Embed configurable forms directly on your website and capture application and underwriting details.
Get real-time automated ratings
Easily verify appetite and rate using your own internal tables or via an API-based rater.
Prompt underwriter intervention
Seamlessly send forms back to the policyholder for them to complete and then buy their policy — all within the digital workflow.
Deliver automated and accurate quotes
Stop hiring more staff to manually prepare quotes for individual customers and reduce the risk of errors.
Obtain customer approvals
Enable policyholders to accept terms and conditions and provide their signature — all electronically.
Process payments online
Securely collect credit card payments or arrange premium financing without storing financial information.
Generate and issue policy documents
Sophisticated templating allows you to automatically create even the most complex policy documents, which reduce E&O risk.
Manage endorsements
Handle all aspects of policy management including midterm endorsements, capturing correspondence, tracking claims, and remarketing, all from one system.
Offer efficient and convenient renewals
Never forget a renewal thanks to automated notices and prefilled forms sent via an email to your policyholder.
Stick with the tools you know
Microsoft 365 interoperability
Don’t stress about learning something new. Work with Word and Excel documents within Brokercore. Drag and drop files from Outlook into Brokercore.
Reporting and bordereau
Automatically generate monthly bordereau reports in minutes, customized to meet individual insurer requirements. Build a template once and you’re set.
Accounting
Generate and track client invoices, and capture payment details directly in Brokercore. Even integrate with your favourite accounting software.
API integration support
Brokercore communicates with other APIs, including third party payment solutions, rating systems and insurer platforms. We also follow CSIO standards for data exchange between systems.
We’re here for you
With prompt and friendly service, candid advice and a highly configurable solution, we’re ready to help our customers the moment they need it.
7x faster policy purchasing processing
Find out how Brokercore’s fully digital solution transformed Mitchell & Abbott’s workflow.
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Ready to hear more?
Reach out to us to learn more about how Brokercore can help.