Insurix

Broker Admin Tools

Establish the automation necessary to support a third party distribution channel and empower your broker channel with the tools to increase sales and account retention.

System Highlights

  • Track application and policy status
  • Contact management
  • Allow broker assisted selling
  • Book of business management
  • Account assignment and re-assignment
  • Commission presentment
  • Maintain and change plan selection
  • Contract and license maintenance
  • Letter and correspondence generation
  • Reporting
  • Self service forms and collateral library