Capterra Logo
Helping businesses choose better software since 1999

Wellnex vs Broker Buddha: Which is a better fit?

Updated on January 26th, 2025
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Features in Insurance
33
Best performer
50
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
6
50
User satisfaction
4.3
User reviews33
Ease of use
4.2
Functionality
4.1
Value for money
4.4
Customer support
4.6
4.6
User reviews13
Ease of use
4.6
Functionality
4.7
Value for money
4.7
Customer support
4.8
Price starts from
Yearly subscription
Free version
Free trial
Yearly subscription
Free version
Free trial
Best for

Wellnex raises the Value Perception of our Clients by offering relevant added services to their Leads, Clients & Employees. Delivered through their OWN BRAND IDENTITY via an App and a dedicated CRM

Commercial insurance brokerages of all sizes.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
177772
5 screenshots
190786
5 screenshots

Wellnex

Top Features
33/50
  • Accounting Integration
  • API
  • Audit Trail
  • Calendar Management
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Customizable Fields
  • Customizable Templates
  • Insurance Rating
  • Invoice Management
  • Pipeline Management
  • Reminders
  • Risk Assessment
  • Self Service Portal
  • Task Management
  • Workflow Management
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Claims Management
  • Client Management
  • Client Portal
  • Commission Management
  • Contact Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Policy Management
  • Lead Management
  • Life & Health
  • Monitoring
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Reporting
  • Referral Tracking
  • Reporting & Statistics
  • Search/Filter
  • SSL Security
  • Status Tracking
  • Third-Party Integrations
  • User Management
See All features
Hide Insurance Software Features -

Broker Buddha

6/50
Show Insurance Software Features +

Wellnex

--

Broker Buddha

--

Wellnex
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Broker Buddha
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Wellnex
  • By Stark Group
  • Located in Singapore
  • Founded in 2017
Broker Buddha
  • By Broker Buddha
  • Located in United States
  • Founded in 2017
Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

Recommendations

Products similar to those you're currently comparing: