Manage Your License and Appointment Data with Ease

Understand, Organize, and Control with BrokerBox

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Eliminate The Need For Multiple Platforms

Use BrokerBox to eliminate the need for multiple platforms for contracting, management and sales teams. Stay up to date with appointments, ensure that license don’t lapse, and understand your sales footprint at a glance across multiple products, vendors and workgroups.

Organize Your Workforce

Agent-facing profiles help sales agents sell faster, and work better together with their peers. Dashboards provide an instant understanding of license and appointment density. Robust reporting and notifications ensure that no piece of the licensing and appointment process gets left behind.

Workflow Automation

BrokerBox is used by thousands of agents to streamline licensing requests, certifications, trainings and sales. Customer service reps use BrokerBox to effectively track and manage escalations, cancellations and application success. Enter your information below to schedule a demo and find out how BrokerBox can alleviate your agency's pain points!

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