Broker Backoffice has completely revolutionized how our business operates. We have been able to stay on top of more reps, giving us the time to recruit and grow.
Broker Backoffice provides me the ability to see clearly into my business, communicate openly with our partner agencies and recruit efficiently.
Broker Backoffice is an efficient, easy to learn agency system for agents and case managers alike regardless of their number of years in the industry. It is truly a turnkey system that can help improve relationships with agents.
Who We Are
We are an insurance technology company based out of Colorado Springs, focused on Modern Agency Management. We provide a connected experience to your Agencies and Agents for Case Management, Commission Automation, and Communication. In addition to this we give you the supporting tools of a CRM including Contracting Management, Quote Management and so much more in your subscription. We are dedicated to streamlining how your agency works.
Who We Work With
Our Case Management system allows you to simultainously update cases for your agents or agencies and their hierarchy. You can send updates directly from the case details or automated messages, upload documents and so much more. Use this powerful tool to effectively communicate with your agents
Our Hierarchy Management allows you and your agents/agencies to quickly view their hierarchy. This tool is also an important part of accurately processing your commissions. You, your staff and your agencies can quickly work with any agent or agencies hierarchy needs…don’t miss out on this very powerful tool!
Quick Life Quotes
Our Life Insurance Quick Quote tool allows you to run quick life quotes for term, return of premium term, and guaranteed death benefit universal life for yourself or for your agents. Print a spreadsheet comparison, view product details, request an application, get company forms, and use eSubmit (where available) and more.
Our Most Frequent Questions
No we do not charge a per seat fee. Our pricing is based on the number of Active Agents you have in your subscription. Our pricing can be found HERE.
No we do not provide case status feeds. We are actively working with Insurance Companies now to provide case feeds and expect to have several completed in 2017.
Yes you can run Term and GUL spreadsheets. We provide the ability to run quotes on your own or securely request, send and track your quotes.
Yes we do keep commission data. We provide a commission grid which allows you to assign the levels you would like to display to your Users. You are responsible for setting and updating your commission grids, but as we update the data, these commission grids automatically update.
Yes, we do create commission statements. We automate the process of creating commission statements. So whether you are providing marketing credits, bonuses, or have license only agents we automate the creation of these statements from your choice of weekly, bi-weekly, or monthly.
Subscribe Now to Broker Backoffice!
Your agency can be setup in just a matter of minutes!
$1,500 Setup Fee
Term & GUL Quotes
Have more Questions?
Broker Backoffice LLC
831 S Nevada Ave Ste 100-C
Colorado Springs, CO 80903