Overview
BrokerEdge simplifies insurance broking with a unified dashboard for claims, and client management. While niche customizations may require add-ons, its scalable design makes it a smart choice for brokers ready to ditch spreadsheets and embrace digital transformation. If you're growing and tired of juggling systems, this could be your fix.
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Starting Price
Custom
BrokerEdge Specifications
Policy and Document Management
Risk Assessment and Mitigation
Regulatory Compliance Tracking
Audit Management
What Is BrokerEdge?
BrokerEdge is a cloud-based insurance broker management platform designed to streamline end-to-end broking operations for modern insurance agencies. The software enables brokers to automate critical workflows including policy administration, claims processing, and client relationship management through a unified dashboard.
With real-time insurer connectivity via Application Programming Interfaces (APIs) and Electronic Data Interchange (EDI) methods, the software eliminates operational redundancy while delivering comprehensive reporting capabilities. Built for scalability, it serves brokers across multiple lines of business seeking to enhance operational productivity and customer satisfaction through digital transformation.
BrokerEdge Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
BrokerEdge Integrations
Who Is BrokerEdge For?
BrokerEdge is ideal for a wide range of industries and sectors, including:
- Insurance
- Healthcare
- Real estate
- Digital marketing
- Technology
Is BrokerEdge Right For You?
If you're an insurance broker seeking to modernize operations and eliminate reliance on spreadsheets, BrokerEdge could be your ideal solution. The software's standout capability lies in its unified platform approach, combining policy management, client servicing, claims processing, and insurer connectivity in one system. Its scalable architecture makes it suitable for growth-oriented brokerages across multiple insurance lines.
The combination of advanced automation, mobile accessibility, and comprehensive reporting positions this software as a future-ready investment for brokers committed to digital transformation.
Still doubtful if BrokerEdge software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
BrokerEdge Features
BrokerEdge offers a dedicated self-service portal enabling policyholders to independently manage their insurance needs without broker assistance. Customers can access policy information, update personal details, make payments, and report First Notice of Loss (FNOL) claims through both web and mobile platforms.
The software delivers a single dashboard view that consolidates all customer and policy information for quick access and informed decision-making. It also tracks individual and group policy journeys while offering real-time insights into operational metrics. This enables brokers to monitor performance, identify trends, and make data-driven decisions that drive business growth.
The platform eliminates paper trails by providing a centralized document management system where users can upload and organize files against specific policies or claims. This ensures document accessibility across teams, maintains version control, and streamlines audit processes while reducing physical storage requirements and improving operational efficiency.
BrokerEdge offers a 360-degree view of customer information, enabling brokers to provide personalized service based on complete interaction histories and policy details. It also manages opportunity workflows, supports relationship management across client lifecycles, and strengthens customer engagement through comprehensive contact management and communication tracking capabilities.
This feature enables brokers to configure their system and set up multiple insurance companies, products, and coverage options within a centralized platform. Users can manage automated or manual rate structures, create quick quotes, and compare offerings across different carriers efficiently.
