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Announcing a NEW BrokerOffice Interface

The updated Broker Office is more powerful than ever. Rebuilt using faster Ajax technology, users will immediately notice faster upload and processing times. And the convenient dashboard puts your newly improved tools in a one convenient page.

Try the revamped Broker Office now and take advantage of our October 50% discount for new subscribers.


1. Stay Up To Date

News and bulletins are centrally located on the home page, allowing you to easily see the latest enhancements and product news. BrokerOffice will be regularly updating news, so you'll always be up to date on the latest happenings.

2. Manage Lead Balances the Easy Way

See lead balances all pages and easily add money and manage your account from any page. Your lead balance will be prominently displayed on every page so that you always know how much money you have.

3. Take Action From ONE Screen

The new "Action" feature lets you simply click on a lead and perform all operations. You can email a lead, create a proposal, add a note or event, print and even delete a lead with one quick click.

4. Stop Searching

Edit a lead right on the form with the newly combined view and edit pages. Easily check information and update it at the same time.

5. Separate Quotes for Quote Engine & BrokerOffice

Set separate filters for your Quote Engine and Broker Office account so that you can display different quotes on each. You can keep all plans on your BrokerOffice account but limit your quote engine to display just a few so you don't overwhelm prospects.

6. Add Life, Dental & Maternity Riders

Add life, dental and maternity riders to your proposals for select carriers with just one click and deliver the most accurate quotes in just one step. Now prospects can see all options available to them and you won't have to calculate riders on the spot.

7. Report Faster

Find the cost per sale report on its own page and enjoy faster loading times for all reports.

8. Get Organized

See a newly optimized calendar on all screen resolutions. The calendar won't be off in a corner of your screen anymore! Use the calendar to set up tasks, organized meetings, etc. Plus, it's linked in with your leads, so you can click on a lead, set a follow up time and it will automatically be saved to your calendar.

9. Powered by Ajax Technology

Not only have we redesigned BrokerOffice to make it easier to use, we’ve rebuilt it from the ground up using Ajax web technology. Ajax is a web development technique designed to decrease load times and increase speed, functionality and usability. It means less time waiting for pages to load, and more time focused on your business.

Yes! I'm interested.

Please contact me to demo the upgraded Broker Office and tell me more about the October discount for new clients.

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