Audience
Insurance companies
About Broksy
Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.
Other Popular Alternatives & Related Software
Equisoft/centralize
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform.
Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
Our insurance agency management software powers your business with out of the box business processes built by industry insiders.
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Integrations
No integrations listed.
Company Information
Broksy
Founded: 2016
broksy.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Mac
Windows
Training
Documentation
Support
Phone Support
24/7 Live Support
Broksy Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Insurance Rating
Quote Management
