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Colibrium Broker Forward
by ColibriumMicrosoft 365Paid
Manages carrier relationships with brokers and agencies in Microsoft Dynamics.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Broker Forward organizes broker and agency relationships by hierarchy and market segment for insurance carriers. It supports outreach-list creation, communication records, and contact through Microsoft Dynamics or linked call-center phone and chat systems. The app is built with .NET and hosted in Azure.
Key capabilities
from the Microsoft Marketplace listingBroker relationship management
Manages carrier relationships with brokers and agencies across broker hierarchies and market segments.
Outreach list creation
Generates lists for targeted broker and agency outreach.
Communication records
Records communications and supports contact through Microsoft Dynamics or connected phone and chat systems.
Who it's for
The app is for insurance carriers, service agents, and sales teams.
In the catalog
2,531 plugins in Analytics
Price distribution: 125 free, 147 freemium, 1,350 paid, 909 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Colibrium's Forward™ Apps are designed to customize the Microsoft Dynamics platform specifically to the health insurance industry. Each app provides a structured profile of the member, broker or provider that tracks all interactions and information, building a comprehensive history of these most important audiences …»