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1 Level
1300 Review
39 Karma

Review on BriteCore by Jacob Ferrarini

Revainrating 5 out of 5

Easy way for us at Insurance Shopify Dropship Store

The ability of this system to be able to pull in all our accounts across multiple platforms without having to do it manually has made things easier! We have one report which shows everything we need about sales from different channels but I wish they could see when an individual was sold by each channel too - not just total revenue. But once you know where your best selling agents are then its easy enough to target them again (or even better!). I like how easy it was to use and navigate when creating policies. The ability to upload documents into each policy was also very helpful! There wasn't anything really bad about this product. It did what we needed so far in our first year of implementation. We are currently looking into other products but haven't found any yet that have been better than BCP.

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Pros
  • Ability for us as brokers/agents, who don’t work with clients most days
  • Very intuitive interface; makes working fast.
  • Easy creation &/ or managementof new business plansMonica Sallee2016 Top Agent Producer5New
Cons
  • Minor Issues