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BrokerageBuilder
Sales Cloud

Agency management built for todays benefits broker.
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OVERVIEW
  • Eliminate time-consuming renewals by streamlining the entire request for proposal (RFP) process
  • Process and validate payments received quickly, and gain better insight into your agency’s commission revenue
  • Centralize your data and create customized workflows tailored to your agency

Features + Benefits

Easily Manage Time-Intensive Renewals

Say goodbye to time-consuming renewals by streamlining the entire RFP process. Create industry-leading RFPs in minutes and quickly send them to multiple carriers.

Simplify Complex Commission Tracking

Tracking carrier commissions is complex: BrokerageBuilder makes it easy. Track commissions from any carrier with ease, and process and validate payments received to gain better insight into your agency’s commission revenue.

Streamline Task Management

Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks.

Custom Proposal Generator

Compile carrier quotes from RFPs to create tailored client proposals. Brand and customize proposals with cover pages and other relevant content—allowing you to easily highlight your value.

Activity Tracking for Any Account

Track activities for any given account, carrier, or employee, including current and past activity. Access all your agency’s accounts, plans, files, activities and carrier data from anywhere, 24/7.

Real-Time Reporting

Take the guesswork out of reporting. Use one of the 80 available report templates or create your own in the ReportCenter. Use these reports to track upcoming renewals, monitor open activities, audit internal usage and more.

More Sales Cloud Solutions

Sales Cloud for Employee Benefits

Find new ways to grow your benefits business and retain existing clients. Boost customer satisfaction and set your agency apart in an increasingly competitive marketplace.

Sales Cloud for Commercial Lines

Grow your agency with solutions designed specifically for commercial insurance brokers. Offer unique value-adds and strategies designed to establish your industry expertise and make you an indispensable partner.

Sales Cloud for Personal Lines

In an increasingly competitive marketplace, find new ways to grow your business and retain existing clients. Drive efficiency through each step of the client lifecycle from generating new leads to renewal.
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