Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 13 Ratings

Total
ease
features
design
support

Description

To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.

Description

BrokerEdge, developed by Damco, is a comprehensive insurance broker software that provides an all-in-one solution for brokers across various insurance sectors. It empowers brokers to harness the advantages of automation and enhanced connectivity, improving their operational efficiency and accuracy. By utilizing BrokerEdge, customers, insurance agencies, and brokers can thrive simultaneously. The centralized platform enables brokers to streamline their daily tasks, such as maintaining customer databases, tracking leads, and updating policies. In addition to features like automated marketing, lead management, commission tracking, and policy administration, this top-tier software includes an advanced customer service portal and a mobile application, enhancing its scalability and adaptability. BrokerEdge not only contributes to increased revenue but also eliminates inefficiencies, ensuring workflows are smooth and uninterrupted, ultimately leading to enhanced service delivery. The breadth of functionality within BrokerEdge positions it as an invaluable tool for modern insurance practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Nextiva
Vonage Business

Integrations

Nextiva
Vonage Business

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Zywave

Founded

2005

Country

United States

Website

www.zywave.com/sales-cloud/agencymatrix/

Vendor Details

Company Name

Damco Solutions

Founded

1996

Country

United States

Website

www.damcogroup.com/insurance/brokeredge-broker-management-software

Product Features

Insurance Agency

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

Product Features

Insurance Agency

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

Insurance Claims Management

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

Insurance Policy

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

Alternatives

Alternatives

OPUS Reviews

OPUS

OMNIX Software Solutions
Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software
iNube Reviews

iNube

iNube Software Solutions
Aspire Reviews

Aspire

Impowersoft