---
title: Broker Office Reviews
meta_title: 'Broker Office Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Broker Office works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 9
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Lead Generation
  url: https://www.g2.com/categories/lead-generation
---


# Broker Office Reviews
**Vendor:** Broker Office  
**Category:** [Other Lead Generation Software](https://www.g2.com/categories/other-lead-generation)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 9
## About Broker Office
BrokerOffice offers proven cutting-edge tools in a convenient online dashboard that makes lead management a breeze. It works with leads from multiple sources.



## Broker Office Pros & Cons
**What users like:**

- Users value the **ease of use** of Broker Office, making daily operations and client management seamless. (2 reviews)
- Users appreciate the **reliable customer support** of Broker Office, noting minimal issues and seamless system integration. (1 reviews)
- Users appreciate the **seamless integrations** of Broker Office, enhancing productivity with easy access to client information. (1 reviews)

## Broker Office Reviews
  ### 1. user friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** LaVonnia B. | SENIOR BENEFIT CONSULTANT II, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 05, 2024

**What do you like best about Broker Office?**

i like that it is easy to use, as a new employee

**What do you dislike about Broker Office?**

it erases the lead if you don't change the date quickly

**What problems is Broker Office solving and how is that benefiting you?**

it keeps your call backs in order

  ### 2. it seems pretty outdated as far as the layout goes. And features.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 14, 2023

**What do you like best about Broker Office?**

The amount of leads it can store. As well

**What do you dislike about Broker Office?**

It seems very old as far as the tech features.

**What problems is Broker Office solving and how is that benefiting you?**

Finding the ride lead information after transfer.



- [View Broker Office pricing details and edition comparison](https://www.g2.com/products/broker-office/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A45%3A16+-0500&secure%5Bsession_id%5D=54187e93-cd8f-4e9d-ae4e-be8a6f0e803b&secure%5Btoken%5D=6c8f524519173c569d347c4c8dfbeabd1e609ad6a989f42a9c83327bd2f867b3&format=llm_user)

## Broker Office Features
**Additional Functionality**
- Lead Segmentation
- Campaign Management
- Real-Time Notifications
- Lead Engagement
- Social Media Integration
- A/B Testing
- Event Triggered Actions
- Campaign Segmentation
- Contact Database
- Activity Tracking
- Customer Segmentation
- Click Tracking
- Performance Metrics
- Template Management
- Chat/Messaging
- Email Templates
- Personalization
- Customizable Templates
- Conversion Tracking
- Lead Generation
- Data Import/Export
- AI Copilot
- Lead Qualification
- Conversion Rate Optimization
- Lead Nurturing
- Autoresponders
- Lead Capture
- Generative AI
- Pipeline Management
- Campaign Scheduling
- Activity Dashboard
- Workflow Management
- Drip Campaigns
- Lead Notifications
- Third-Party Integrations
- Customizable Fields
- Email Marketing
- Multi-Channel Marketing
- Reporting & Statistics
- Engagement Tracking
- Customization
- CRM
- Multi-Campaign
- Email Management
- Lead Distribution
- Contact Management
- Email Tracking
- Lead Management
- Calendar Management
- API
- Sales Reports
- Drag & Drop

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

## Top Broker Office Alternatives
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  - [PersistIQ](https://www.g2.com/products/persistiq/reviews) - 4.5/5.0 (316 reviews)
  - [A-Leads](https://www.g2.com/products/a-leads-a-leads/reviews) - 4.9/5.0 (281 reviews)