A Modern Agency Management System, designed with efficiency in mind, connecting you and your agents from beginning to end.
Our Testimonials
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 Stats
Our Features
Agency CRM
This powerful CRM allows you to track important information regarding Agents, Prospective Agents, Affiliated persons or entities and so much more! We tie their account to robust production reporting so you can stay on top of your best opportunities.
Case Management
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
Commission Management
Our Commission Management system portion of your back office allows you to display the appropriate commission levels your agents/agencies which helps dramatically improve communication and it allows you to automate commissions processing.
Hierarchy Management
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!
Production Reports
Stay up-to-date on the production of your agency, by Agent, Company, Product and more, then drill down for more details. You also have scorecards already built in with a quick look at your business is coming from as well as demographic reporting.
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.
Mobile Access
Did you know we are mobile? Both you and your agents can download our iPhone app, view and manage their cases & contacts as well as requests quotes and run quick quotes.
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!
Bronze
$1,500 Setup Fee
Agency CRM
Term & GUL Quotes
Quote Routing
Case Management
Commission Management
Hierarchy Management
Built in Chat
Secure Messaging
Mobile App
and More!
Silver
$1,500 Setup Fee
Agency CRM
Term & GUL Quotes
Quote Routing
Case Management
Commission Management
Hierarchy Management
Built in Chat
Secure Messaging
Mobile App
and More!
Gold
$1,500 Setup Fee
Agency CRM
Term & GUL Quotes
Quote Routing
Case Management
Commission Management
Hierarchy Management
Chat
Messaging
Mobile App
and More!
Need an Enterprise Plan? We work with organizations of all sizes we can customize your enterprise level integrations. Contact Us for more information.
Have more Questions?
Our Office
Our Address
Broker Backoffice LLC
831 S Nevada Ave Ste 100-C
Colorado Springs, CO 80903
