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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Effortlessly streamline your commission calculations, implement diverse commission structures, and facilitate payments through ACH. Gain real-time insights with comprehensive reports on financials, production metrics, and forecasts. Oversee all Brokerage listings, encompassing media, marketing efforts, and vendor relationships, while also automatically resizing images. Utilize checklists to ensure your transactions move smoothly towards a prompt closing. Manage essential components such as title, escrow, mortgage, and beyond. Provide your agents with an extensive selection of marketing services and monitor the progress of projects along with their invoicing. Enhance your team's productivity with task assignment capabilities that benefit the entire brokerage. Ensure confidence and tranquility through thorough document management and compliance solutions. Integrate your existing tools to optimize data flow and minimize repetitive data entry. Move away from generic solutions. With Brokerage Engine, you possess the ability to tailor checklists and preserve templates for various types of transactions, enabling a more personalized approach to your processes. This flexibility not only saves time but also enhances the overall effectiveness of your operations.

Description

Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Zywave Sales Cloud No 

Integrations

QuickBooks Online No 
Zywave Sales Cloud Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Brokerage Engine

Country

United States

Website

www.brokerageengine.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com

Product Features

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

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