Products: AGENCY VIEW™

BrokerSuite AgencyView™ is a comprehensive service platform that allows agencies to track clients, carriers, policies and other agency related information. AgencyView™ is customized to fit with your agencies current and future needs.  AgencyView™ is completely integrated with BrokerSuite’s other employee benefit portal services and enables an agency to run an efficient operation from sales to services that is flexible and customizable.  Our flexible service approach allows us to tailor our solutions to your specific needs instead of trying to change your agency to fit a software system.  As a result, you get world-class agency management technology configured exactly for your agency needs.

With BrokerSuite AgencyView™, you can:

• Track client, carriers, policies and more
• Organize your agency in a simple and flexible way
• Receive world-class agency management technology
• Benefit from the service-based approach provided by BrokerSuite Professionals

Product Sheet

• Total Outsource Implementation
• Agency Management Module
• User Administration
• Online Site Setup
• Product Training & Support
• Contact Manager
• Online Enrollment Option
• Total Compensation Option
• Branded Brochures
• Client Service Center
• Benefits Plan Management Module
• Dynamic Document Library
• Benefit Summary Module