Insurance Brokerage Management System (IBM)

Agile, Scalable, and On-Demand Cloud-Based Insurance Broking Software

Insurance brokering necessitates multitasking. Brokers and insurers must preserve individual client/sales records, as well as capture customer policy facts such as effective/renewal date, policy period, premium, plan, and carrier. These manual processes trade off the time and effort required to convert leads to clients and keep sales data up to date. IBM is a significant provider of insurance brokerage software that enables brokers to manage leads/customers smarter and close policies faster, anytime, and anywhere.

IBM enables simple automation and smooth connectivity to insurer partners and insureds. IBM, being one of the top insurance broker software solutions, can collaborate with multiple insurance firms. It is a feature-rich and powerful insurance broker management software that handles administration and reporting.

Product Administration

Configure your system, set-up multiple insurance companies, products, and manage automated or manual rates.

Policy Administration

Enable users to create quick quotes, compare quotes, manage binders, perform endorsements, renewals, cancellations and register claims. Auto-generate renewal notices and setup reminders.

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Insurer Connectivity

Connect with insurer system with ready APIs or EDI methods. Push or receive all information in real time. Get away with operational redundancy and improve efficiency.

Dashboard & Reporting

Access to all standard & statistical reports out of the box. View them on the dashboard interface available on web and mobile.


Get a 360-degree view of the customers for better servicing. Assisted sales process to help track your leads end-to-end and engage in up-selling/cross-selling.

Digital Document Repository

Upload documents against a policy or claim and manage them accordingly within this interface. Eliminate paper trails.

Customer Portal

Self-service policies or register FNOL with a quick upload of claim-related photos and videos on either web or mobile platforms. Update profile or make payments against policies.

Producer Portal

Allow producers to register new businesses and manage commissions with the easily configurable agent/producer sections.

Mobile Application

The mobile app lets customers self-service policies, update contact information, view policy status, make payments, report a new claim, and more.

Seamless accounting

Make tracking receipts, income, bank transactions, and more feel simple





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