AccelBrokR
Exclusively Built for Brokers: Simplify Selling, in the Field or Remotely. Manage every aspect of your insurance business, effortlessly - from prospecting to policy issuance, all through our comprehensive one-stop app.

   

    0% Drop in Policy Ownership According to surveys, poor customer experience can lead to a drop of 52% in policy ownership.
    0% Of Revenue in Tech Expenditure Today, insurance brokers are spending as much as 15 to 20% of revenue on technology solutions.
    0% Reduction in TAT Insurance brokers using modern technology platforms have witnessed 90 per cent reduction in turnaround time for policy issuance.
AccelBrokR
A dedicated mobile app specifically designed for brokers, AccelBrokR streamlines every aspect of life and health insurance - from CRM lead integration and quote generation to application submission, case tracking and in many instances, immediate policy issuance.

Innovative Features for Modern Brokers

Full CRM Access Manage all business aspects, including calls and appointments, directly through the app for streamlined operations.
Lead Portal Instantly receive leads into your app with real-time notifications when prospects complete online forms.
Data Collection Utilize comprehensive data collection for tailored coverage recommendations and early risk assessments for more accurate quotes.
Mobile Business Provide quotes, fill and submit applications, and in many cases, issue policies on the go, right from the app.
Carrier Connectivity Access a broad network of top carrier partners for diverse policy options directly through the app.
Advanced Case Management When working with our carrier partners, experience instant tracking and case management without the need for carrier website logins or wholesaler delays.
One Tool, Multiple Products Access multiple products like Term Life Insurance; Disability Insurance; Dental Insurance; Short Term Medical; Vision Insurance; Accident, Critical Illness, and AD&D; Final Expense.
Policy Management Centralized dashboard with automated reminders for renewals and deadlines ensures you never miss a beat.
Quote Aggregation Access and compare real-time quotes from multiple insurers, using intuitive tools to highlight the best policy features and prices.
Advanced CRM & Analytics Harness robust CRM capabilities with targeted communication strategies, complemented by in-depth analytics and customizable performance tracking for strategic decision-making.

Why Brokers Choose Us

Streamlined Selling Process Simplify insurance transactions to just one meeting—virtual or in-person—using just a phone or tablet, making selling painless and efficient.
Enhanced Accessibility Manage your entire business remotely, from initial client contact through to policy issuance - all on a phone or tablet.
Increased Productivity Automate quotes, applications, and client management to reduce admin tasks and increase productivity, allowing brokers to concentrate on building customer relationships.
Scalable Business Model Grow your business seamlessly with our technology that scales with your needs, accommodating more clients and expanding product offerings effortlessly.

Enhancing Customer Experience

Rapid Policy Management Clients experience streamlined policy management, with instant access to policy details and documents, speeding up the entire insurance process.
Enhanced Engagement Active engagement tools within the app keep customers connected with brokers, enhancing communication and satisfaction with real-time interactions and updates.
Autonomous Service Access Through self-service portals, clients can independently manage their policies, file claims, and receive updates, increasing their control and convenience.
Secure Data Handling Advanced security protocols ensure the highest level of data protection for clients' sensitive information, fostering trust and confidence in their transactions.
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Our team is driven by passion, committed to excellence, and united by a shared vision. We’re ready to help you succeed. Let’s Get Started

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