BrokerageBuilder
Reviews
Star rating
Rank in Insurance Agency Management Systems
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 50.0% |
| Mid-Market | 50.0% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|
Satisfaction ratings
What reviewers say
Great functionality, simple processing
“Easy to plug and play. Makes it simple to figure out where to input things and navigate the tool.”
Works well if setup well to start with
“Tracks clients and carriers well. We can add notes on the various plans to help our eligibility team manage benefits for our clients. Plus, we benefit from plan information and adding custom fields.”
BrokerageBuilder REview
“The dashboard is helpful. I like how the emails are in the activity and you just click a tab to see them all. It's easy to search for documents. I also like how flexible the system is--you can add custom fields on the client level, and it's very easy to add activities and workflo”