Agency Management System
- Streamline workflows and ensure consistency with activities.
- Acquire real-time reporting on any data in the system.
- Generate carrier-ready RFPs in minutes.
The only agency management system designed specifically for benefits brokers, by benefits brokers.
Master Your Data
Expertly Made to Fit You
Leverage Unparalleled Support
"BrokerageBuilder has allowed our organization to run more efficiently. It has really become a staple of our business - I don’t even recall how we were doing business before BrokerageBuilder."
Content that Counts
Check out how BrokerageBuilder helps you generate a stewardship report to demonstrate broker value during renewal season and beyond.
Webinar: Agency Management: Knowing your numbers
Growth and retention do not happen by accident. Learn about the numbers you have to know and why having an agency management system will help you compete and differentiate in today’s benefits landscape.