Write More Policies... without Leaving the Office

  • Easy, instant set-up
  • Process e-signatures on online forms
  • View rates, plans and forms with online prospects
  • Guide on-phone prospects through applications

BrokerMeeting - Desktop Sharing and Web Conferencing for Insurance Sales

With BrokerMeeting, the new Norvax desktop sharing tool, agents have overcome the biggest disadvantage of phone sales… keeping your prospects on the same page:

  • E-signature tracking.
    Third-party verification of prospect e-signature on application forms.
  • Nothing to download.
    Just one click to send an exclusive invite link to your prospect.
  • Nothing to set up.
    Fully integrated with your BrokerOffice lead management system, so there are no additional programs to install.
  • Synchronized view.
    Whether you’re going through your insurance quote engine or an e-application form, BrokerMeeting will make sure that you and your client are seeing (and working on) the same page.
  • Secure space.
    When you set up a connection with a client, BrokerMeeting provides you with a private online space to close your sale.

Combine kitchen table closings with phone sales. With BrokerMeeting, you can share documents, web tools and forms — as if you were sitting next to your client.

Take a free, no-obligation demo today to see how BrokerMeeting can improve your sales.

Take a Free Demo Today.