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Brokercore

Canadian broker management system of record combining policy administration and accounting.

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Overview

Brokercore is a Canadian broker management system that acts as a system of record, combining policy administration with accounting. It centralizes brokerage data and workflows.

The platform supports Canadian brokers in managing clients, policies and financials, covering the core operations of an insurance distributor.

Key Features

+ Broker system of record
+ Policy administration
+ Integrated accounting
+ Client and policy management
+ Canadian brokerage focus
+ Centralized workflows

Integrations

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