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WBBroker lets insurance brokers manage their book of business wherever they’re at, be it in a client meeting or waiting for their coffee at Startbucks

WBBroker

by Word & Brown Insurance Administrators, Inc.

What is it about?

WBBroker lets insurance brokers manage their book of business wherever they’re at, be it in a client meeting or waiting for their coffee at Startbucks.

App Details

Version
1.9
Rating
(3)
Size
58Mb
Genre
Finance Medical
Last updated
March 22, 2024
Release date
May 8, 2019
More info

App Screenshots

App Store Description

WBBroker lets insurance brokers manage their book of business wherever they’re at, be it in a client meeting or waiting for their coffee at Startbucks.

Here are some of the top features:

* On-the-Go Quoting – create a quick quote in just a few steps. When you’re ready to build out your presentation, simply take your Quick Quote and export into our WBQuote Lite quoting engine. Did we mention we’re the only General Agency to guarantee our rates?
* Doctor & Hospital Search – capture doctor, hospital and medical group requirements and store them for use within our quote, seeing the coverage results as you select plans
* Case Underwriting Summary – check status and respond to pending items to move your case through to approval faster
* In-force Policies Summary – see the cases you’ve placed with us and prepare for upcoming renewals

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