BrokerEngage Insurance
BrokerEngage is one place, for agents to conduct the prospecting, quote and enrollment processes.
BrokerEngage is a cutting-edge platform designed to enhance efficiency for insurance brokers, particularly in health and Medicare sectors.
Coverage Options and Benefits
BrokerEngage offers tools for managing individual, group, and Medicare health plans, including over 50,000 plans from 650+ carriers across all 50 states. Benefits include streamlined enrollment via a Phase 3-EDE platform, efficient APIs for faster submissions, and Medigap filters for compliant quoting. It also supports Scope of Appointment (SOA) compliance and provides a comprehensive health plan catalog, reducing manual effort and improving client service.
Pricing and Customer Experience
Specific pricing isn’t publicly detailed, but BrokerEngage likely operates on a subscription model tailored to broker needs. It offers a free trial without credit card details, suggesting flexibility, though costs may vary based on usage and features like API access or additional support, requiring direct inquiry for exact figures.
Users praise its quoting tools and comprehensive features, with some calling it the best for health insurance. However, setup delays and slow support responses have been noted, especially during cancellations, indicating inconsistent service.
Final Thoughts
BrokerEngage suits brokers seeking efficient health plan management, but variable support and opaque pricing suggest exploring a trial to ensure it fits specific needs.
Features
- Comprehensive Insurance Policy Management
- Advanced Quoting and Rating Engine
- Automated Renewal Management
- API Access and Integration Capabilities
- Comprehensive Reporting and Analytics
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