Broker management software that gets quotes back to clients sooner

Your clients expect a quote in a day and a certificate in an hour. Yet most brokerages still copy data between a management system, three or four carrier portals, email, and spreadsheets.

Every copy is a chance for an error, and every error is an errors and omissions risk. Your brokers end up doing data entry instead of advising clients.

We set up your common products once, such as commercial property, general liability, workers' compensation, and employee benefits. Each one carries its questions, its carriers, and its rules.

When a client calls, the submission starts from the product, not from a blank form. Agents fill what they can from the client record and ask only for what's missing.

Some carriers take submissions by API, some by EDI and ACORD forms, and some only by email. Agents send each submission the way the carrier accepts it, then read the quote that comes back.

Your broker sees every quote in one table by coverage, limit, deductible, and price, and chooses what to recommend.

• APIs where carriers offer them
• EDI and ACORD forms where they don't
• Email submissions read and filed automatically

One client record holds contacts, policies, documents, claims, and every conversation. Clients see their policies, download certificates, and report claims in a customer portal, and producers see their pipeline and commissions in theirs.

Documents are filed against the client and the policy, so any broker can find a binder in seconds. Renewal reminders go out 90 days ahead, on your schedule.

Agents check each submission and each policy against the client's request, the carrier's quote, and your own rules. They flag a missing coverage or a wrong limit before the client signs.

Every step is on the record, with who did it and when. That helps when a carrier audits your files or a regulator asks how a policy was placed.

Our earlier broker product carried the name BrokerEdge. Today we build broker management software on Damco Workbench, where agents and your people share the work, and on InsureEdge's distribution module for agencies, producers, appointments, licensing, and commission plans.

You adopt one module at a time beside the systems you keep, so there's no big-bang migration. It runs in your tenant, on shared or dedicated hosting.

If your team handles many clients, carriers, and policies, and spends hours re-keying data, it likely does. Broker management software takes the intake, submissions, renewals, and document filing, so your brokers spend their time with clients. Clients also expect a portal and quick answers, which are hard to give from spreadsheets.

It depends on the workflows you start with, the carriers you connect, and the number of users. We begin with a five-day review of one workflow, then quote the build and the monthly cost to operate it. You see the full price before you commit.

Start with the lines you place, such as property and casualty, employee benefits, health, or life, and the systems you already use. Then check four things: how it connects to your carriers, how it handles your CRM and documents, how much your team can change without a developer, and how it reports. Ask to see it run on one of your own submissions.

Every document is filed against the client and the policy, read, and made searchable. Brokers find a binder, a certificate, or an endorsement in seconds, and reminders flag renewals and missing documents before they're due.

The software runs in your tenant, and access is set by role, so each user sees only what their job needs. Agents sign in as users with their own permissions, and every action is on the record. Your administrators can add, change, or remove users at any time.