An agency management system for today’s benefits broker.
Streamline account tracking, unravel complex commission tracking and leverage in-depth reporting with BrokerageBuilder. Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder.
Customer Reviews
Jessica G.
Advanced user of BrokerageBuilderThe dashboard is helpful. I like how the emails are in the activity and you just click a tab to see them all. It's easy to search for documents. I also like how flexible the system is--you can add custom fields on the client level, and it's very easy to add activities and workflows.
I wish you could drag/drop emails and documents to attach to clients/activities. Biggest con for us was that we had two different agency management systems: on CL/PL and one for Benefits. Reporting can be a pain. We had to have multiple custom reports created, and some took months of back-and-forth and levels of expert help. We could never truly trust the book of business report because of some oddities with BORs. I had to run 4 different book of business reports (one for monthly premium/commissions, one for annual, one for quarterly and one for semi-monthly) and then merge them together and subtotal for all producers. It was a huge pain and never 100% accurate.
We used BrokerageBuilder for 6 years. The team really liked the look/layout and ease of use. We didn't have any major issues with it. Our agency ultimately made a change 6 months ago so that we have one agency management system for all lines.
