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Innovative Insurance Broker Software designed to empower brokers through automation.

About BrokerEdge

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.

Integrations

API:
Yes, BrokerEdge offers API access
No integrations listed.

Ratings/Reviews - 13 User Reviews

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

Company Information

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

Videos and Screen Captures

BrokerEdge Screenshot 1
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Product Details

Platforms Supported
SaaS
Windows
Mac
Linux
Training
Documentation
In Person
Support
Phone Support
Online

BrokerEdge Frequently Asked Questions

Q: What kinds of users and organization types does BrokerEdge work with?
Q: What languages does BrokerEdge support in their product?
Q: What kind of support options does BrokerEdge offer?
Q: Does BrokerEdge have an API?
Q: What type of training does BrokerEdge provide?
Q: What pricing for support is available for BrokerEdge?

BrokerEdge Product Features

Insurance Agency

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

Insurance Claims Management

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

Insurance Policy

Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Reinsurance Administration
Underwriting Management
Cancellation Tracking
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Renewal Management
  • Wilson N.
    Director
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Insurance Broker Software for Reporting and Analytics"

    Posted 2023-11-01

    Pros: The user interface impresses with its intelligence and user-friendliness, offering remarkable functionality. Additionally, the customer support provided is excellent.

    Cons: The entire process, from initial implementation to final deployment, went incredibly smoothly. I have no complaints whatsoever.

    Overall: BrokerEdge comes with excellent integration with other tools, which has proven to be valuable for us. It has a clean dashboard, easy-to-use features, and a slick interface. It offers easy access to past interactions and helps us keep a tab on the performance of brokers. The in-depth reporting allows us to monitor important KPIs and offers access to actionable insights.

    Read More...
  • Smith J.
    Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Powerful Insurance Broker Software"

    Posted 2023-07-26

    Pros: BrokerEdge makes it easy to track and manage customer information. It can also seamlessly automate most routine tasks.

    Cons: Implementing the software required some initial adjustments.

    Overall: I didn't think I really needed an insurance broker software until I invested in BrokerEdge. It helped streamline operations, improve productivity, and ensure consistency. All in all, it is perfect for businesses looking to optimize brokerage operations.

    Read More...
  • Jim H.
    Financial Advisor
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Fantastic Software for Insurance Brokers"

    Posted 2023-04-19

    Pros: 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.

    Cons: 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.

    Overall: I enjoy using BrokerEdge for managing broking operations. I find its ability to automate workflows to be highly impressive and handy. It is cutting-edge, powered by the latest technologies, and user-friendly.

    Read More...
  • Thomas D.
    Insurance Executive
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Modular Insurance Broker Management Software"

    Edited 2023-02-24

    Pros: What I like the most about BrokerEdge is its flexible, modular design. It also offers a wide range of features and functionalities.

    Cons: The system did require an elaborate setup process, but the team helped us throughout it.

    Overall: BrokerEdge is a modern insurance broker management software that can be customized to fit your needs. This solution is flexible and grows alongside our business. It is also API-friendly and can integrate with other systems.

    Read More...
  • Luisa C.
    Senior Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best Insurance Broker Solution for Policy Administration"

    Posted 2023-01-16

    Pros: 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: So far nothing.

    Overall: BrokerEdge has made it easy for our brokers to capture customer details, manage policy renewals and cancellations, and make more sales. It offers intuitive automation to drive productivity and broker satisfaction. All in all, it is a handy tool to offer seamless connectivity to insurers, brokers, and customers.

    Read More...
  • Winfrey J.
    Business Technology Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Software for Insurance Brokers"

    Edited 2023-01-16

    Pros: It is easy to use and helps with activity tracking. The automation capabilities save us so much time and the reporting is incredibly comprehensive.

    Cons: I have not faced any major problems while using BrokerEdge.

    Overall: BrokerEdge is a comprehensive software for insurance brokers.It offers all tools for us to connect better with brokers and customers. In a short time, it has become a crucial part of our day-to-day operations.

    Read More...
  • Amy J.
    IT Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ideal Platform for Broker Management"

    Posted 2022-10-21

    Pros: BrokerEdge is a great broker management software. It has excellent integration with other business tools & systems, and can send alerts & reminders to help keep everything on track.

    Cons: BrokerEdge is efficient and focused on automating operations. Having said that, during my experience with this platform it hasn't presented any issues or glitches.

    Overall: BrokerEdge has played a crucial role in our business. Since we deployed this insurance broker management system, we have noticed a significant hike in our sales and broker satisfaction. I love how it simplifies workflows and automates processes to ease the workloads.

    Read More...
  • Jasmine S.
    Business Conultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best Insurance Broker Software for Process Management"

    Posted 2022-03-01

    Pros: 1- Ease of use and customization.
    2- Transparency and traceability.
    3- Comprehensive reporting.
    4- Seamless integration with other systems.

    Cons: The software can be somewhat complex for new users.

    Overall: We implemented BrokerEdge to improve transparency into brokerage operations. It helps us keep a tab on all the brokers and their activities. The agile insurance broker management software also offers customizable reports, which helps the management in making better decisions.

    Read More...
  • James D.
    Assistant Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Insurance Broking Software"

    Posted 2022-01-27

    Pros: ● Ease of access and use
    ● Contact repository and document management
    ● High-end data security with encryption

    Cons: I do not have any complaints with BrokerEdge. I am highly satisfied with its features and performance.

    Overall: I am highly satisfied with this insurance broking software. It is fast and easy to use. I have been using it for over a year, and haven’t had any complaints so far. Regular updates and software patches are added by the vendor.

    Read More...
  • Richard L.
    Business Consultant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Highly flexible Insurance Broker Software"

    Posted 2021-12-29

    Pros: BrokerEdge is easy to install and set up.
    The support is responsive.
    New features are added and updated frequently.

    Cons: I cannot think of anything at the moment.

    Overall: BrokerEdge helps in monitoring different processes and offers valuable insights into brokerage activities. It is a very flexible insurance broker management software and offers every possible feature and functionality.

    Read More...
  • Ken M.
    IT Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best Insurance Broker Software for Growing Agencies"

    Posted 2021-11-09

    Pros: BrokerEdge is user-friendly and works smoothly. It is very systematic and compliant, and its modules can be customized.

    Cons: A slight learning curve is involved, but the results are great.

    Overall: BrokerEdge is a perfect tool for handling all brokerage processes. It is highly reliable and offers great versatility. The customer support is top-notch as well. it comes with different modules and each module can be customized to meet our needs.

    Read More...
  • Tom H.
    Finance Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "All-in-one Broker Software"

    Posted 2021-10-14

    Pros: I love the accessibility the solution provides. It is quite flexible and can handle an array of things from reporting, document management, and policy administration with ease.

    Cons: After three months of heavy usage, I am yet to come across any con or disadvantage concerning the software.

    Overall: BrokerEdge has proved to be a powerful broker management software. Even on the busiest of workflows, the software functions smoothly. It is easy to use, economical, and a one-stop solution for all brokerage needs.

    Read More...
  • Jim C.
    Sr. Business Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Hassle-free Insurance Broker Software"

    Posted 2021-09-16

    Pros: I like their dashboard and user interface the most. It is very easy to use and the support is great.

    Cons: The product could use a few more third-party integrations

    Overall: My experience with BrokerEdge has been great. I have been using it for the past three months and have found it to be very handy and hassle-free. The team has been prompt in providing support and resolutions. I highly recommend BrokerEdge.

    Read More...
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