An agency management system designed specifically for the benefits broker.
Generate RFPs and proposals, build custom reports, track commissions and reconcile your book of business. All of this information is centralized and accessible by any agency user at any time. Unlike other agency management systems, BrokerageBuilder is designed to fit the benefits broker, not the other way around.
Save time and manage many moving parts with an AMS created with you in mind
Create customized workflows to fit your agency’s processes in order create consistency across account managers. Each user will be provided with a daily list of overdue tasks and upcoming items that require them to take action. Think of this as their virtual checklist to ensure nothing falls through the cracks.
Easily access client information, including accounts, plans, files, activities and more
Ensure your business can continue to run smoothly even when an employee is unexpectedly out of the office. Users can access all of the agency’s accounts, plans, files, activities, commissions and carrier data from anywhere they have an internet connection via a web-based, customizable solution.
Easily manage time-intensive renewals
Create carrier-ready, industry-leading RFPs in minutes and easily send to multiple carriers and track their status. Compile carrier quotes from RFPs to easily create client proposals that analyze plan options and are branded and customized to your agency.
Identify missed commission and accurately compensate producers
Monitor expected versus actual commissions received from your carriers. Run reports on-demand or on a scheduled basis to identify discrepancies and ensure you are receiving every hard-earned commission dollar.
Everything you need to grow your agency.
BrokerageBuilder pairs perfectly with the following other products: Broker Briefcase® Benefits Edition and HRconnection®.Speak with a Specialist
BrokerageBuilder solves the complex problems you're facing.
- Boost customer satisfaction
- Accelerate admin tasks
- Track commissions
Cut down the amount of time it takes to service your clients with all information accessible from one place. This allows your agency to provide a consistent customer experience leading to greater customer satisfaction.Schedule a Demo
With BrokerageBuilder, an agency can organize all of their client and prospect information including accounts, plans, files, activities, commissions and carrier data. Create customized workflows that fit your agency, generate RFPs and proposals, renew plans and track client and carrier correspondence.Schedule a Demo
Monitor expected commission versus actual commissions received from your carriers for your clients’ benefit plans. Run reports on-demand or on a scheduled basis to identify discrepancies and ensure you are receiving every hard-earned commission dollar.Schedule a Demo
Here are just some of the features that set BrokerageBuilder apart
Integration with other tools
Seamless Microsoft® Outlook® integration syncs contact data, allows emails to be saved as activities, improves recordkeeping and more. Integration with a MyWave Elements™ client resource portal allows clients to view benefit plan information, including effective dates and policy numbers. Save time on data entry and ease administration with integration to HRconnection®, our employee HR portal
Use one of 80 report templates or use our advanced report designer to build your own—add formulas, manipulate fields and customize to your needs. Track upcoming renewals, monitor open activities, audit internal usage and much more. Schedule commonly run reports to be emailed automatically to one or more recipients, always with the most up-to-date data.
Enter carrier quotes from RFPs to easily create client proposals. Easily brand and customize proposals with cover pages and other content.
RFP creation wizard
Create carrier-ready RFPs in minutes, easily send to multiple carriers and track their status within the system. Deliver industry-leading RFPs, in a consistent format preferred by top carriers.
This allows everyone at the agency to have 24/7 access to all data and information in the system. So, no matter where a broker is, he can access all his client data in real-time.
Track all activities for a given account, including activity history and current activity. It also allows all activity to be available to all users at the agency so that everyone in the office has access to important account information.
Commission variance tracking
Allows you to monitor expected commission vs. actual commissions received from carriers for benefit plans. Ensure that producers are getting paid what they are supposed to from insurance carriers.
Streamline processes and standardize workflows through activities for efficient team collaboration and data management. Track client meetings, services and claims to easily gather data for stewardship reports at renewal. Manage workflows and retain vital information for E&O compliance. Nothing slips through the cracks.