Welcome to Broker Management
A complete workspace to coordinate teams, clients, insurances, and appointments in one platform.
Role-Based Workspaces:
Dedicated access and navigation for Administrators, Managers, Brokers, Coordinators, and Clients.
Team Management:
Create and manage brokers and coordinators, including secure user-account linking.
Client Portfolio Control:
Brokers can manage assigned clients, status changes, search, and bulk actions.
Insurance Lifecycle Tracking:
Manage insurance plans and client coverages with Medicaid/Medicare IDs, member IDs, and validity dates.
Appointment Operations:
Coordinators can take available cases, schedule appointments, and track status in calendar views.
Real-Time Notifications:
Instant in-app alerts with unread counters powered by SignalR.
Excel Export Tools:
Export selected records across core modules for fast reporting and sharing.
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