Broker Software

Insurance Brokers Management Software

Three Different Layouts


Manage Company Details

Add New Project Status

Invoicing Project

Finance Overview


Pin Projects

Disallow project members to see all project tasks

Monthly Reports

Policy Report
Commission Report
Attendance Report
Import Reports into Excel PDF Csv etc.
Custom Reports

Manage Staff

Staff Profile
Single staff attendance
Export and Import Attendance

Policy Management

Add Policy

Edit Policy

Delete Policy

Policy Reports

New Survey

Including mail list custom fields

Record Expense

Creating Recurring Expense


Expense Reports

Billable Expense


Customer Management

Add Customer

Update Customer

Delete Customer

Customer Profile

Monthly Reports

Custom Reports

Additional Features

Export and Import Option

Custom Layout Options

Weekly and Monthly Reports

User Friendly

New Knowledge Base Article

New Knowledge Base Group

Disabling Knowledge Base

Knowledge Base