BrokerOffice will increase the number of sales you make by automating the way you distribute and track your lead sources.
Send leads to sub-agent and CSRs with the click of a button.
Customize distribution by territory, seniority, lead source, and daily/monthly maximums.
Track leads by source through your entire sales cycle - from quote to close to renewal.
Easy-to-read reports show you which lead sources are bringing in the most commissions - and which ones you need to cut loose.
Streamline your sales process with one-click quoting, online proposal generation, and automatic email follow-up.