Broksy Description

Engineered to empower users with complete control over the setup of new products and services, this system enables management without IT assistance, allowing for the definition of business processes and protocols in real-time. Our comprehensive insurance software solutions across the enterprise deliver highly tailored CRM features along with readily available add-ons for both Insurance and Brokerage sectors. The system ensures that all workflows are automated, promoting adherence to established business practices among staff. Every action and piece of data is meticulously tracked and can be easily accessed from a centralized source, facilitating straightforward analysis. As you endeavor to convert potential leads into loyal clients, it is crucial to uphold detailed records for each client and sales. By accurately capturing and maintaining essential policy information—such as effective dates, renewal rates, premiums, plans sold, carriers, and additional specifics—agents can not only provide exceptional service to clients but also effectively monitor and enhance their sales performance. Furthermore, this level of organization fosters deeper client relationships and promotes sustained business growth.

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Company Details

Company:
Broksy
Year Founded:
2016
Website:
broksy.com

Media

Broksy Screenshot 1
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Product Details

Platforms
Web-Based
Mac
Windows
Types of Training
Training Docs
Customer Support
Business Hours
Live Rep (24/7)

Broksy Features and Options

Insurance Agency Software

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

Broksy User Reviews

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