BrokerEdge

BrokerEdge

Damco Solutions
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About

The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.

About

BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a platform offering ideal insurance solutions to help drive growth

Audience

Innovative Insurance Broker Software designed to empower brokers through automation.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.1 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • The user interface impresses with its intelligence and user-friendliness, offering remarkable functionality. Additionally, the customer support provided is excellent.
  • BrokerEdge makes it easy to track and manage customer information. It can also seamlessly automate most routine tasks.
  • If you want a cloud-based broker insurance software, this one is very powerful. It is easy to integrate, offers flexibility, and can be accessed on any device.
  • What I like the most about BrokerEdge is its flexible, modular design. It also offers a wide range of features and functionalities.
  • BrokerEdge offers efficient automation capabilities for policy-related processes. Compared to other insurance broker software solutions, the interface of BrokerEdge is very user-friendly and intuitive. It also offers strong integration capabilities.

Cons

  • The entire process, from initial implementation to final deployment, went incredibly smoothly. I have no complaints whatsoever.
  • Implementing the software required some initial adjustments.
  • There isn't much to dislike about BrokerEdge. Some features are advanced and may call for assistance, but otherwise, it's pretty easy to use.
  • The system did require an elaborate setup process, but the team helped us throughout it.
  • So far nothing.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Zywave
Founded: 2005
United States
www.zywave.com/sales-cloud/agencymatrix/

Company Information

Damco Solutions
Founded: 1996
United States
www.damcogroup.com/insurance/brokeredge-broker-management-software

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Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

Nextiva
Vonage Business

Integrations

Nextiva
Vonage Business
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