Explore BrokerBase Features

Watch our demo videos to see how BrokerBase can transform your health policy management workflow and boost your productivity.

Dashboard Overview

Interview

Discover how to register your first client.

3:05 min Updated: May 2025
New Feature
Client Management

Client & Policy Management

Learn how to efficiently manage client profiles and health policies in BrokerBase.

1:50 min Updated: May 2025
Popular
Reporting Tools

Tasks Tracking

Discover this section to track your client's claims and tasks.

1:12 min Updated: May 2025
Popular
Task Automation

Dashboard

Discover how to navigate your BrokerBase dashboard for maximum efficiency.

1:22 min Updated: May 2025
Time Saver

Why Brokers Love BrokerBase

Discover the features that make BrokerBase the preferred choice for health policy management

Save Time

Reduce administrative tasks by up to 70% with our automated workflows and smart tools.

Grow Your Business

Our analytics help you identify opportunities and optimize your brokerage performance.

Dedicated Support

Get expert assistance whenever you need it with our priority support team.

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