This business app offers integrated modules for advisors and clients, enhancing mobility and service with a secure, dynamic platform. It provides real-time monitoring, information filtering, and a suite of tools for managing clients, policies, and claims.
2.2.4
June 25, 2026
Mejoras en Interfaz de Usuario
Broker Cloud is a mobile business suite designed for advisors and their clients. It offers integrated modules to enhance mobility, service, and client attention with a secure, dynamic platform.
Yes, Broker Cloud is available for free. The platform is provided without additional costs for both clients and sales forces.
Broker Cloud features robust security with SSL certificates and multiple security layers using different security tokens. It also includes an auditing engine for secure point-to-point information exchange.
Yes, administrators can monitor connected users in real-time and view detailed activity logs. This allows for oversight of what actions users have performed on the platform.
Broker Cloud includes a client management module, allowing users to access and manage client details, policies, and related documents. It also features information filtering to ensure sales teams only access their assigned portfolios.
Broker Cloud optimizes processes such as prospecting, generating requests, notifying clients of quote results, managing policies, handling claims, and processing collections. It aims to improve navigation and efficiency.
Broker Cloud receives continuous improvements based on subscriber needs. The latest version is 2.1.5, last updated on June 6, 2025.
Broker Cloud is supported on iPhone and iPad devices.
