Built for agents who sell more than one thing
Independent agents juggle carriers, enrollment periods, commission statements and compliance rules. Brokerline brings that work together so nothing slips between systems.
Every client and renewal
Track every client, policy and renewal date across Medicare, ACA, life and other lines, with reminders before each deadline.
Forms clients sign online
Send Scope of Appointment and needs-assessment forms that clients complete and sign from their phone or computer.
Commissions and overrides
Reconcile carrier commission statements and agency overrides, and see what's paid, short or still waiting.
Compliance records kept
Keep signed forms, call recordings and contracting records for as long as carriers and CMS require.
Now in pilot
Brokerline is currently in a private pilot with an independent agency in Georgia. If you'd like to learn more, we'd be glad to hear from you.
Privacy
Brokerline handles client information under HIPAA safeguards and business associate agreements with its service providers. We don't sell personal information.
Emails from noreply@brokerlinecrm.com are sent only to agency staff using Brokerline and to the existing clients of those agencies. Clients can stop non-essential emails at any time using the unsubscribe link in the message. Questions about privacy can be sent to support@brokerlinecrm.com.