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Agents

QuoteEngine

BrokerMeeting

Stay on the same page with prospects - even when they're 3,000 miles away!

  • Easy, instant setup
  • Guide prospects through applications while viewing rates, plans and forms
  • Process e-signatures on online forms

Desktop Sharing and Web Conferencing for Agents

With BrokerMeeting, agents can now share documents, web tools and forms, all while staying on the same page with prospects!

Synchronized screen sharing

Whether you're reviewing an insurance quote or guiding a prospect through an e-application form, BrokerMeeting will make sure that you and your client are seeing (and working on) the same page.

E-Signature verification

Confirm your prospects' E-Signature on application forms with our third-party verification system.

Secure workspace

When initializing a connection with a client, BrokerMeeting provides you with a private online channel to close your sale.

Quick & easy setup

Because BrokerDialer is fully integrated within the BrokerOffice lead management system, there are no additional programs or plugins to install.

Take a free, no-obligation demo today to see what BrokerMeeting can do for your sales operations or call center.