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System Features Benefits Sign Up for a Demo

Spend More Time Closing

BrokerOffice is the top producer's dream: a customer relationship management (CRM) tool designed for health insurance agents and brokers! Best of all, this $1150 value is FREE with the purchase of any Norvax products or health insurance leads.

How can BrokerOffice transform the way you do business and improve your productivity?

Convenient Dashboard

The BrokerOffice dashboard puts all your tools and lead data in one easy to use, organized location. Everything you need is just a click away.

Lead Database Manager

Access contact information for all your leads, as well as send emails, update status and track progress with ease.

Lead Flow Control

The handy panel keeps you on top of your account balance, as well as lets you quickly increase or decrease your lead flow.

Appointment Calendar

Never lose track of scheduled calls, meetings and deadlines. Tip: give yourself a reminder to contact clients before their policies expire.

Immediate Quotes

Integrate BrokerOffice with the Norvax Quote Engine and run customized quotes from more than 70 of the nation's top carriers in seconds. Then email proposals with up-to-date pricing directly to each lead.

Document library

BrokerOffice stores all your program brochures and carrier forms-and lets you email copies directly to your clients. You can even upload your own personalized documents and forms.

Online Invalid Lead Return

On the rare occasion that you receive an invalid lead, this online page lets you send it back for a full replacement credit within 10 days.

Sales Reports

Stay on top of trends, strong points and weak spots in your sales campaign with these detailed reports-produced on demand by BrokerOffice. Use the data to make strategic adjustments to your lead choice, sales plan and tactics.

To see how the Norvax BrokerOffice lead management system can have you spending more time closing and wasting less time on admin, arrange a free demo now.

"If you had told me five years ago I'd be sitting in my office, never seeing a client and writing apps I would've said you're crazy. I have less unproductive time. I'm more accessible to current clients. [Norvax] is a win for the agent because you do more business. It's a win for the consumer because the agent is more accessible."

Bill Pellegrini,
Pellegrini & Associates