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Description
Effortlessly streamline your commission calculations, implement diverse commission structures, and facilitate payments through ACH. Gain real-time insights with comprehensive reports on financials, production metrics, and forecasts. Oversee all Brokerage listings, encompassing media, marketing efforts, and vendor relationships, while also automatically resizing images. Utilize checklists to ensure your transactions move smoothly towards a prompt closing. Manage essential components such as title, escrow, mortgage, and beyond. Provide your agents with an extensive selection of marketing services and monitor the progress of projects along with their invoicing. Enhance your team's productivity with task assignment capabilities that benefit the entire brokerage. Ensure confidence and tranquility through thorough document management and compliance solutions. Integrate your existing tools to optimize data flow and minimize repetitive data entry. Move away from generic solutions. With Brokerage Engine, you possess the ability to tailor checklists and preserve templates for various types of transactions, enabling a more personalized approach to your processes. This flexibility not only saves time but also enhances the overall effectiveness of your operations.
Description
Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.
API Access
Has API
API Access
Has API
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
Brokerage Engine
Country
United States
Website
www.brokerageengine.com
Vendor Details
Company Name
Zywave
Founded
1995
Country
United States
Website
www.zywave.com
Product Features
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management