· 0 reviews
Broker Office
The #1 lead management system for the health insurance industry
About Broker Office
BrokerOffice is a comprehensive lead management system designed specifically for insurance agents and brokers. It provides an intuitive online dashboard to manage, track, and nurture leads from multiple sources including ProspectZone and other third-party providers. The system automates lead distribution based on customizable rules such as territory, seniority, lead source, and daily or monthly maximums, allowing agents to seamlessly send leads to sub-agents or CSRs with a single click. BrokerOffice tracks leads throughout the entire sales cycle—from quote to close to renewal—and generates easy-to-read reports that reveal which lead sources bring the most commissions and which should be discontinued. The platform streamlines the sales process with one-click quoting, online proposal generation, and automatic email follow-up. It integrates with Norvax Quote Engine to send up-to-date, customized proposals to leads in the database. Additionally, BrokerOffice automatically captures Medicare leads generated from Norvax agency websites and adds them to the pipeline. An account tracker and appointment scheduler further help agents manage their lead pipeline efficiently. The system also supports communication with leads via email and proposal forms. AiDOOS enhances deployment and adoption by providing a managed platform for integrating BrokerOffice into existing workflows, ensuring seamless setup, ongoing support, and optimized usage for insurance agencies of all sizes.
Challenges It Solves
- Inefficient manual lead distribution and tracking
- Difficulty identifying high-performing lead sources
- Lack of automation in lead follow-up and nurturing
- Scattered lead management across multiple platforms
Use Cases
Health Insurance Lead Management
Manage health insurance leads from multiple sources, automate distribution, and track conversion through the sales cycle.
Medicare Lead Capture
Automatically capture Medicare leads generated from Norvax agency websites and integrate them into the lead pipeline.
Sales Cycle Tracking
Track leads from initial quote to close and renewal with detailed reports to analyze performance.
Lead Nurturing Campaigns
Use automated email follow-ups and proposal generation to nurture leads and increase conversion rates.
Pricing
Pricing available on request
Broker Office pricing is customized based on your team size, integrations, and requirements. AiDOOS will get you a scoped proposal — for free.
Key Features
Distribute leads automatically based on customizable rules like territory, seniority, and lead source.
Track leads through the entire sales cycle from quote to close to renewal with detailed reports.
Generate quotes with a single click to streamline the sales process.
Set up automated email sequences to nurture leads without manual effort.
Create and send customized proposals to leads directly from the system.
Integrate with Norvax Quote Engine for multi-carrier quoting and proposal delivery.
What Reviewers Say
What works well
- Automated lead distribution saves time and ensures leads reach the right agent quickly.
- Comprehensive tracking and reporting help identify best-performing lead sources.
- Integrates with Norvax tools for seamless quoting and proposal management.
Common concerns
- Limited to health insurance industry and primarily works with Norvax ecosystem.
- Pricing is not publicly disclosed, requiring direct contact with sales.
Reviews
Enterprise Readiness
Identity & Access
Data Security
SLA & Availability
Compliance & Portability
Integrations
Norvax Quote Engine
Multi-carrier quoting engine integrated with BrokerOffice for automated proposal generation.
ProspectZone
Third-party lead provider integrated to deliver leads directly into BrokerOffice.
Governance & Compliance
EU AI Act
No data available
Data Processing Agreement
No data available
Sub-processors
No data available
Right to Erasure
No data available
Change Notifications
No data available
NIST AI RMF
No data available
AiDOOS Managed Deployment
Deploy Broker Office in 72 hours
AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.
Prerequisites
- Admin access to BrokerOffice account
- Valid API credentials
- Configure lead source mappings
- SSL certificate enabled
Configuration Options
- Lead distribution rules
- Territory assignment
- Daily/Monthly lead caps
- Email follow-up templates
How Broker Office Compares
| Product | AI & Analytics | Ease of Use | Enterprise Features | Pricing | Integrations | Mobile Experience | Quick Setup | Customer Support | Rating | Price/mo |
|---|---|---|---|---|---|---|---|---|---|---|
|
B
Broker Office This product
|
Fair | Good | Fair | Fair | Good | Poor | Good | Good | — | $Custom/user |
|
SF
Salesforce
|
Excellent | Good | Excellent | Fair | Excellent | Excellent | Fair | Good | — | $$25/user |
|
HS
HubSpot
|
Good | Excellent | Good | Good | Excellent | Excellent | Excellent | Excellent | — | $$50/user |
A Virtual Delivery Center for Broker Office
Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.
- Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
- Refundable on unused Delivery Units, anytime — no questions asked
- Re-delivery guarantee on acceptance miss
- Pre-flight delivery sizing — you see the plan before you commit
How a Virtual Delivery Center delivers Broker Office
Outcome-based delivery via AiDOOS’s VDC model. Why VDC vs traditional consulting? →
Outcome-Based
Pay for results, not hours
Milestone-Driven
Clear deliverables at each phase
Expert Network
Access to certified specialists