BrokerageBuilder Reviews & Product Details

Easy to plug and play. Makes it simple to figure out where to input things and navigate the tool. Review collected by and hosted on G2.com.

Sometimes it will require you to put in a number or address when there isn't one for the org. But that could just be our admin settings. Also, I think it could look prettier. It looks a bit outdated, a bit 2000s-ish. Review collected by and hosted on G2.com.

Tracks clients and carriers well. We can add notes on the various plans to help our eligibility team manage benefits for our clients. Plus, we benefit from plan information and adding custom fields. Review collected by and hosted on G2.com.

Once an employee or team is added in BKB they can not be removed easily. Anyone attached to an old plan is not able to be removed until they are found on the old plans. I recommend setting up BKb clearly when starting. Review collected by and hosted on G2.com.

The organization is insane, it is the best to keep our affairs in order. Review collected by and hosted on G2.com.

Sometimes the system feels outdated and old, it is not syncing with Ease or anything elese Review collected by and hosted on G2.com.

The dashboard is helpful. I like how the emails are in the activity and you just click a tab to see them all. It's easy to search for documents. I also like how flexible the system is--you can add custom fields on the client level, and it's very easy to add activities and workflows. Review collected by and hosted on G2.com.

I wish you could drag/drop emails and documents to attach to clients/activities. Biggest con for us was that we had two different agency management systems: on CL/PL and one for Benefits. Reporting can be a pain. We had to have multiple custom reports created, and some took months of back-and-forth and levels of expert help. We could never truly trust the book of business report because of some oddities with BORs. I had to run 4 different book of business reports (one for monthly premium/commissions, one for annual, one for quarterly and one for semi-monthly) and then merge them together and subtotal for all producers. It was a huge pain and never 100% accurate. Review collected by and hosted on G2.com.

We’ve used brokerage builder for as long as I’ve Been with my company. We use it for everything from to do task management, record keeping, voicemail records, and every email we send to the client. Review collected by and hosted on G2.com.

Brokerage Builder does not have a lot of features that make it compatible with excel (such as to export the names of files submitted) Review collected by and hosted on G2.com.

The system is well-organized, easy to navigate and pretty flexible. You can create custom fields and workflows very easily. Review collected by and hosted on G2.com.

From an efficiency standpoint, it’s a pain to attach every email you send or receive. There is an Outlook plugin that helps, but other systems allow you to drag and drop emails, which is MUCH faster. Same with attaching files—I wish you could drag and drop, but you cannot. When you set-up a plan, you have to put the expected premium and commissions. Once commissions have been posted, you cannot go back and change this without un-posting and re-posting commission statements, which is tedious. This comes up in you make a mistake when you set-up the plan, so you have to be careful projecting premium/commissions (especially when you get a BOR mid-year or have a multi-year rate guarantee). Our biggest pain-point is the reporting. Our old system would capture expected AND actual premium and revenue for each plan, which gave us a very accurate book of business (BOB) report. BrokerageBuilder only pulls *expected* premium/commissions, so when your premium/commissions change (acquisition, new hires, layoffs), it’s not reflected. When you get a BOR mid-year, the premium/ commissions is always off. For example, when we get a BOR for an account that renews in 4 months, the reports will show the 4 months of premium/commissions as an annual amount, so producers think we are under-reporting premium/commissions, but it’s just the system not being sophisticated enough to calculate this properly. I have to run 4 separate BOB reports (plans with monthly, annual, quarterly and semi-annual premium/commission), then clean the reports up, then merge them together, then sub-total each producer (and we have 35-40 producers). It’s a huge pain and never truly accurate. It causes a lot of grief for our accounting department, the producers, and me. We were told, after the fact, that many P&C agencies post commissions in their P&C system and not BrokerageBuilder because of the reporting limitations. Overall, the reporting has not worked well for us. Review collected by and hosted on G2.com.

Helps me with everything I need to get done Review collected by and hosted on G2.com.

I haven't had any issues so far. I think they could put themselves out there more so more people know about their business. Review collected by and hosted on G2.com.

There is a lot of information to input for it to work well, but worth it. Our current implementation team is really great. They understand what we need and are working with us to get what we need into the system. I think it is important for the team to understand your company and functionality prior to trying to implement, once they understood us, I feel like progress is going to be made. I don't have full access to the system yet. We are still trying to get everything loaded into the system, so it's hard to say what I'd like best about the system. Right now we've been thru a lot of training, but we are in limbo until the information is updated. Review collected by and hosted on G2.com.

It's really been a difficult road getting all of our information into the system. I feel like there's been a disconnect between the sales department and the implementation team. Sometimes its hard to ask questions, in a way that gets the answer I am looking for. My language seems to be different than the techs, so I don't get answers to the questions I feel like I am asking. It's take a really long time for us to get up and running using the system. They want to only upload a few years of data into the system, however this doesn't meet industry compliance and regs we have to meet so this is a little off putting. However, they are willing to get all of the information into the system. We interviewed many companies prior to our selection, I really liked the social media tools other systems had integrated into their system to communicate with clients. A pre built carrier form library would be great! I think it is going to be challenging to keep the library up to date as needed. Review collected by and hosted on G2.com.

All the data you are looking for is in one place and you should be able to export the data to use as necessary Review collected by and hosted on G2.com.

The software seems outdated and there is a lot of client information regarding health insurance plans that you need to type in. The program will not you move on without each item being plugged in even if that is just a "N/A" which is very time-consuming. Review collected by and hosted on G2.com.

The interface is moderately clear and most of the required information is available at one place. Review collected by and hosted on G2.com.

The fact that everything needs to be updated manually. The User Experience is not delightful. Review collected by and hosted on G2.com.