Automate the manual work in BrokerEngine

FullSpec maps how BrokerEngine fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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BrokerEngine by the numbers

Insights from real process mapping sessions that involve BrokerEngine.

No processes mapped yet using BrokerEngine. Map a process that uses BrokerEngine to see automation data here.

Map a BrokerEngine automation

Top 5 BrokerEngine friction points when done manually

Syncing BrokerEngine data across teams

When BrokerEngine updates aren't automatically pushed to your other systems, team members work with outdated commission rates and policy details.

78% report this

Manual BrokerEngine record matching

You spend hours each week matching broker records in BrokerEngine to your internal customer database because they don't align automatically.

71% report this

Extracting BrokerEngine reports by hand

Creating monthly performance summaries requires manually pulling data from BrokerEngine and copying it into spreadsheets instead of having reports generate automatically.

63% report this

Updating BrokerEngine contact information

When a broker changes their phone number or address, you have to manually update it in BrokerEngine rather than having it sync from your primary contact system.

54% report this

Reconciling BrokerEngine commission splits

You manually verify commission allocations from BrokerEngine against your accounting records because there's no automated reconciliation process.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in BrokerEngine

Browse popular BrokerEngine automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.