An insurance agency management solution with business intelligence to organize your data, streamline daily processes, & drive growth.
Pretty easy to navigate. Lacking some intuitive features. Nice layout.
Pros: The ability to house all of my client information in one place. It's easy to look up all policy details.
Cons: I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.
Brokerage Builder has been a great tool for us at Hays! We use it for our database in Benefits.
Pros: It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
Cons: Some of the manual entry when setting up new clients or new lines of coverage. All of the fields that need to be completed.
Pretty easy to use. Though there is room for improvement.
Pros: That is houses all of my client information in one place. I have access to all of my client policy numbers and renewal dates.
Cons: It doesn't allow me to have multiple plan designs for one policy. For example: if i have a client with a copay plan and a HDHP, I can only input plan design details for one.
Effective Agency Management software tool. A bit tedious and slow to load
Pros: The ability to generate reports based on parameters of your block of business to gain intel on your customer base / improve sales efforts.
Cons: The lack of customization at a certain level, felt like trying to fit a square peg into a round hole sometimes.
Overall: More efficient client tracking