Information at
your fingertips to
boost productivity
- Serve customers faster
- Increase responsiveness and retention
- Workflow consistency
- Enhanced team collaboration
- Intuitive user experience
- Improved visibility
Why MyBrokerHome?
Better Team Collaboration
Managers can monitor multiple team members’ workload and in-progress workflows from different departments.
Facilitate employee onboarding
Reduce time commitment to onboard new team members through workflow standardization and consistency.
Information at your fingertips
A dashboard providing a complete view of today’s work.
A cohesive and modern user interface
Web-based interface for an improved UI/UX that will grow and scale with your brokerage.
Enhanced pipeline visibility
Ability to see what new applications are pending in real-time to push to closed won.
Trigger sales-generating motions within workflows to aid users.
Empowerment, efficiency, and growth, all in one
Customizable dashboards
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Choose from a variety of control panels and configure your dashboard view the way that suits your needs.
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CSRs see tasks that are in their to-do list, recent quotes, and more.
Seamless connectivity with BM
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- MyBrokerHome connects and syncs seamlessly to SIG and keeps front-office and back-office staff on the same page to improve collaboration and reduce E&O risks.
Workflow setup
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- As an administrator, build out workflows that your team can select and work from. The workflows lay out the steps and stages required for completion so that you can clearly see the required screens needed to be worked on as you are guided through the process.
- Ability to move steps within a workflow to a specific person for completion.
Web-based interface
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- Anywhere, anytime and real-time access that’s always up to date and that allows employees to complete to-dos and respond to customer requests when, where and how they want.
Improved visibility
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- MyBrokerHome is the heart of your visibility into what’s happening on a day-to-day basis.
- Streamlines and makes the audit processes more efficient.
- Work Queues allow your team to know which steps in a process are complete so another team member can continue the process with clear visibility into what needs to be done next. Managers can report on outstanding processes to ensure work is completed in a timely fashion.
- MyBrokerHome is the heart of your visibility into what’s happening on a day-to-day basis.
- Streamlines and makes the audit processes more efficient.
- Work Queues allow your team to know which steps in a process are complete so another team member can continue the process with clear visibility into what needs to be done next. Managers can report on outstanding processes to ensure work is completed in a timely fashion.