Modern Agency Management System, designed with efficiency in mind, connecting you and your agents from beginning to end.

Our Testimonials

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

Insurance Companies

We provide the opportunity to connect with your current distribution and attract new distribution.

Broker Dealers/RIAs

Compliance is a big part of your business. We help interact with or create compliance solutions for your fixed business.

National Marketing Organizations

Gain a realtime view into your partner agencies, providing value to them and accurate reporting with your carriers.

BGAs/IMOs/Agencies

We provide a connected experience for your agencies and agents for quoting, case management, commissions and more.

Our Stats

0
+
Cases Managed
0
+
Quotes Processed
0
+
Weekly Interactions
0
+
Statements Created

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.

Feature List            FAQ

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

Feature List            FAQ

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.

Feature List            FAQ

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!

Feature List            FAQ

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.

Feature List            FAQ

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.

Feature List            FAQ

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.

Feature List            FAQ

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
$350 per month

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
$500 per month

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
$650 per month

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

1-800-409-0474

info@brokerbackoffice.com

Contact Us