Get paid for the work that you do. With our new commission tracking enhancement, you can post commissions to the same month, view a comparison between a statement total and payment entered, and much more.
Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder.
Tracking carrier commissions is complex. BrokerageBuilder makes it easy. Track commissions from any carrier with ease. Easily process and validate payments received, and gain better insight into your agency's commissions revenue.
Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks.
Track activities for any given account, carrier or employee, including current and past activity. Access all of your agency's accounts, plans, files, activities and carrier data from anywhere, 24/7.
Compile carrier quotes from RFPs to create tailored client proposals. Brand and customize proposals with cover pages and other relevant content—allowing you to easily highlight your value.
Take the guesswork out of reporting. Use one of the 80 available report templates or create your own in the ReportCenter. Use these reports to track upcoming renewals, monitor open activities, audit internal usage and more.