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Solutions Clients Partners

What is Power Broker?

THE BEST VALUE FULL-CYCLE BROKER MANAGEMENT SOLUTION

Full-cycle Broker Management Solution

Gain end-to-end control of your clients in a user-friendly platform with Customer Relationship Management capabilities, policy and claims management, accounting, reporting and Microsoft Office integration as standard.

Full accounting package

Enjoy a holistic view of your data with fully integrated accounting program featuring payments, automatic renewal billing, reconciliation and general ledger, tailored for the Canadian and Caribbean insurance industry.

Secure EDI upload and download

Share information securely and exchange customer, policy and accounting information as well as policy eDocs with CSIO-compliant partner insurers.

Electronic Document Management & Storage System

Save time with fully integrated Document Management and Storage System, and keep a seamless record of all your communications, including file attachments.

Integrated quotation programs

Power Broker supports multiple personal lines rating vendors providing your customers the ability to select the solution that best fits their needs.

Consumer portals

Power Broker offers seamless integration to leading industry consumer portal providers or in-house custom-built solutions.

Our Partners include...

WORKING WITH LEADING PARTNERS TO PROVIDE INTEGRATED SOLUTIONS