Broksy, Insurance Broker Software

Take Your Insurance Business

To The Next Level

Easy to Manage

Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time!

Fully Integrated Solutions

Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage

All In One Place

All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze

Broksy, Insurance Broker Clients Management - Insurance Broker Software

Clients Management

While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.While most agent focus on lead management and just selling to leads, inharmonious relationship with clients in many cases results in clients moving to another broker.
Since most of the client needs multiple type of Medical, Life, Property, Travel etc effective client management is pivotal to repeat sales and cross sells.

Broksy, Insurance Broker Clients Management - Insurance Broker Software

Broksy, Insurance Broker Leads Management - Insurance Broker Software

Leads Management

The lead management module of Broksy is a powerful solution to automate and enhance the most inconsistent, dis-organized and error-prone processes involved in acquiring and tracking leads through their entire life-cycle.Broksy lead management allows you the following

  • Add leads as and when you get them
  • Bulk uploads thousands of leads in a go
  • Assign follow up date to leads and system will then guide you which lead is to be followed up when
  • Ability to view leads which haven’t been followed up for long time.
  • Ability to select which fields should appear on lead forms to allow you to see what you need
Broksy, Insurance Broker Leads Management - Insurance Broker Software

Broksy, Insurance Broker Policies Management - Insurance Broker Software

Policies Management

Keep a pool of policy classes and rates organized. Browse a list of policies sorted by Client Name, Policy No, Policy Class, Insurance Company & Renewal Date.
Auto generates renewal notices and risk notes.
New insurance products can be entered into the system quickly and easily.
No IT knowledge is necessary

Broksy, Insurance Broker Policies Management - Insurance Broker Software

Broksy, Insurance Broker Claims Management - Insurance Broker Software

Claims Management

Claims creation, tracking and management forms a part of the core general insurance broking process. It is a cost center for the broker to generate goodwill with the customer. However this module helps to reduce the cost of processing, by automating routine and mundane tasks. This module handles all aspects of claims management including claimant information tracking, damage inspection information and claim settlements. Claims Management module does the following:

  • Creates, tracks and tags the progress of each claim
  • Provides separate interfaces for Internal and External claims
  • Assigns different flags to each claim through its lifecycle to understand the bottleneck phases, and take corrective actions
  • Generates various kinds of reports for the claims manager
Broksy, Insurance Broker Claims Management - Insurance Broker Software

Broksy, Insurance Broker Invoicing - Insurance Broker Software

Broksy, Insurance Broker Bills Accounting - Insurance Broker Software

Invoicing & Payments Management

Broksy Invoicing provides an integrated and simple to use platform for creating and keeping track of client payments and invoices. Easy to use tool for creating invoices, voiding them and issuing receipts.

  • Easily create invoices and receipts
  • Customize invoices including logo, heading text, notes and more
  • Save or send invoices as PDF files
  • Email directly from the Dashboard
  • Schedule recurring invoices
  • Automatically send statements to customers with overdue payments
  • Reporting includes accounting, unpaid invoices and more
Broksy, Insurance Broker Invoiving / Payments Management - Insurance Broker Software

Calculate Mechanique Fees

Know when payments & vehicle inspection are due

Digest Alerts

A Daily summary email that will update you on the status of your alerts.
overdue Bills, Bills for collection, Renewals, Birthdays, Tasks, Reminders

Broksy, Insurance Broker Digest Alerts - Insurance Broker Software

SHA-256 with RSA Encryption

All server communications are totally encrypted and safe.


Get Quick access to information, charts and common tasks

Commission Tracking

Setup payment schedules, enter payments received and track missing commissions

Document Management

We keep all policies, objects related documents and photos online, so you can access them at any time.

Tasks Management

Manage tasks efficiently & Automatically link tasks to leads / clients


Create Notes related to leads / clients in general

Email / SMS Marketing

Send bulk emails and SMSes to leads / clients & stay in constant touch

Speed Tickets

Check for Traffic, Speeding & Parking fines


Reports are avilabe to track sales, leads sources & commission

Unlimited Technical Support

From initial implementation to ongoing technical support, we’re here when you need us most.

Lets Get In Touch

Ready to start your Broksy Experience? That’s Great. Give us a call or send us an email and we will get back to you as soon as possible!