Broker Office Reviews & Product Details

I have been using BO for over five years. It is normally always up and working, and it easily lets me access thousands of clients' information when needed. I have never even needed to contact customer support because i have never had any issues that needed support. I use it every day I work. It is easily integrated with all my other work systems. Review collected by and hosted on G2.com.

advanced search being default makes things unnecessarily complicated. Review collected by and hosted on G2.com.

i like that it is easy to use, as a new employee Review collected by and hosted on G2.com.

it erases the lead if you don't change the date quickly Review collected by and hosted on G2.com.

It is very user freindly it was easy to earn and manuever around. Review collected by and hosted on G2.com.

The only thing that i dont like is that it keeps bringing new windows. Review collected by and hosted on G2.com.

Broker office is designed to be straight-forward. This means that it is truly user-friendly. The interface is clear and shows you the most information without being jumbled. Broker office is easy to use and gives you the information you need in a clear way. Review collected by and hosted on G2.com.

Sometimes broker office tends to "break" and won't work as it should. I have seen it not eliminate plans based on Medicaid levels at times. Additionally, a lot of information needs to be entered to look at the plans that are most suitable for the member. Review collected by and hosted on G2.com.

It's easy to add notes and callbacks, and it keeps track of your leads and applications. Review collected by and hosted on G2.com.

It doesn't pop up with reminders to call your customers back. Review collected by and hosted on G2.com.

I need Broker to do my job as an insurance broker, to review a client's info, and the Plans we offer. Review collected by and hosted on G2.com.

It's ok, only occasional malfunction; also, I need to recall my password, even if I'm only offline for a few moments. Review collected by and hosted on G2.com.

It's a one-stop-shop for all things needed to assist our customers efficiently. Review collected by and hosted on G2.com.

I feel like the doctor's database could be more inclusive. For instance, include more practitioners. Review collected by and hosted on G2.com.

Keeps track of everything I need for my sales and follow-ups with clients. Review collected by and hosted on G2.com.

Kind of old-school UI, but it's so simple and easy to use that it doesn't really make a difference. Review collected by and hosted on G2.com.

The amount of leads it can store. As well Review collected by and hosted on G2.com.

It seems very old as far as the tech features. Review collected by and hosted on G2.com.