WBBroker 1.9

WBBroker offers insurance brokers the flexibility to manage their book of business from various locations, whether during client meetings or while waiting for a coffee.

Some of the notable features include:

• On-the-Go Quoting – Brokers can generate quick quotes in just a few steps. When ready to present, users can export their Quick Quote into the WBQuote Lite quoting engine. Notably, WBBroker is the only General Agency that guarantees its rates.
• Doctor & Hospital Search – This feature allows users to capture requirements related to doctors, hospitals, and medical groups, storing them for future use within quotes. Coverage results are displayed as plans are selected.
• Case Underwriting Summary – Users can monitor the status of cases and respond to pending items effectively, facilitating a faster approval process.
• In-force Policies Summary – This tool enables brokers to review the cases they have placed with WBBroker, assisting in the preparation for upcoming renewals.