Flexible Software Solutions for Brokers
The best value and complete customer and policy management system.
Simplifying how you do business
Power Broker is our broker-insurer integration solution, which simplifies the way you do business by extending the functionality of your broker management system to connect to insurer portals and APIs.
Our product
Integrates with various broker management systems to streamline workflows.
Our integrations
Our solution leverages industry data standards to transfer data seamlessly, eliminating the need to rekey inputted data.
Real-time integration
Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims management, accounting, reporting and Microsoft Office integration as standard.
We get you connected
Power Broker automates the workflow and entry of data, saving time while improving efficiency and accuracy.
Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims management, accounting, reporting and Microsoft Office integration as standard.
Simplify document creation and correspondence with seamless Microsoft Office integration. Record all communications and automate your workflow with a full Document Management System.
Extensive experience in successfully migrating data from competitor and legacy systems. We provide secure and accurate migrations with minimal interruption to your business.
We are committed to supporting you. Receive training and enjoy immediate technical support provided by professional and knowledgeable support technicians.
Keep all aspects of your business connected. Our strategic partnerships with third-party vendors supply integrated insurance industry solutions (incl. personal lines rating, email marketing, consumer portal, premium financing and more).
Customize your solution with optional modules, including CSIO compliant insurance company policy upload/download and e-Docs, Document Management, Wholesale Broker Office, Declaration Pages and Premium Financing.
Your questions answered
Pulling it all together
Successfully delivering on your business strategy takes more than a software system. It takes a platform that helps you knit together all the tools, all the data sources and all the functionality you need to deliver the best level of service in the most cost-effective, profitable way you can. Which is why the Power Broker system has been created with internal and external integration built in.
