Save Your Time & Sanity
Turn messy client information into organized work without the daily cleanup.
For Health Brokers, Created by Health Brokers
Handle Client Cases Faster with More Accuracy
BrokerGreatness takes the heavy lifting out of client intake, due diligence, SOAs, and commissions - so you can stay organized, protect your time, understand your business, and focus on being a great broker.
30-day money-back guarantee · Personalized onboarding included
Know Exactly Where Things Stand
Keep client details, due diligence, reports, and SOAs in one visible workflow.
Know What You're Owed
Match contracts to commission statements and drill into pay by contract and client.
The Broker Reality
Broker Work Is Hard Enough. Your Systems Shouldn't Make It Harder.
Clients send incomplete lists. Research lives everywhere. SOAs need follow-up. Commission statements arrive hard to read.
Each task is manageable alone. Together, the loose ends steal focus. BrokerGreatness gives the work a clearer place to live.
Your systems should work as hard as you do.
Client Intake
Take the Heavy Lifting Out of Client Intake.
Collect and organize client details, doctors, and prescriptions without turning every new case into cleanup work.
Less deciphering. Cleaner starting points.
Structured client intake
Doctor information
Prescription information
Centralized client details
Messy In
Doctors, prescriptions, and client details arrive in mixed formats.
BrokerGreatness
Information gets a structured place to live.
Usable Out
Cleaner case information gives research a better start.
Research Proof
Built on the Data Brokers Actually Use
BrokerGreatness keeps CMS-standardized plan and prescription work inside your due diligence flow.
CMS Plan + Prescription Data Standardization
Research & Due Diligence
Build Stronger Cases Without the Scramble.
Keep the information behind each recommendation organized, reviewable, and easier to communicate.
Use CMS-standardized plan and prescription data alongside the client details that shape the case.
Less hunting. Cleaner drafts. More confidence.
Centralized due diligence
Plan research workflow
Organized case information
Research reports
Standardized with CMS plan and prescription data
SOAs
Keep Every SOA in Proper Form.
Send SOAs, see where they stand, and keep expiration details visible in the same workflow.
Send it. See it. Stay ahead.
Easy SOA sending
SOA status visibility
SOA expiration tracking
Send
Get the SOA where it needs to go.
See
Keep status visible.
Stay Ahead
Track expiration details.
Commission Analyzer
Give Your Commissions a Spotter.
Reconcile master contracts with agency and carrier statements, then drill into results by contract and client.
See where numbers line up and where something deserves another look.
Know What You're Owed - and Why.
See the details behind the dollars.
Master contract reconciliation
Agency statement reconciliation
Carrier statement reconciliation
Contract-level commission analysis
Client-level commission analysis
Payment visibility
Discrepancy investigation support
Your Master Contracts
Your contract spreadsheet
Agency Statements
Agency commission statements
Carrier Statements
Carrier commission statements
BrokerGreatness Reconciliation
Compare expected economics with what came through.
Contract-Level Analysis
Client-Level Analysis
Stop treating commission statements like a black box.
Understand the dollars and investigate mismatches.
The After
More Control at Work. More Headspace Everywhere Else.
The best broker knows where each case stands, what needs attention, and what the commission picture means.
Run a tighter book without letting the back office run your life.
Fewer Loose Ends
More Confidence
More Time for Valuable Work
Clearer Commission Control
Built by Brokers
We've Felt the Pain Too.
BrokerGreatness was created by licensed brokers who know the pressure of intake, research, SOAs, contracts, and commissions.
We built the broker workspace we wanted to use ourselves.
How Starting Works
No giant implementation project. No figuring it all out alone.
Start Risk-Free
Join BrokerGreatness with a 30-day money-back guarantee.
Get Personalized Onboarding
Get help setting up around the way you work.
Bring Your First Case Into Shape
Use BrokerGreatness on real client work and build from there.
Want to See It First?
See How BrokerGreatness Supports a Real Broker Workflow.
Join a live walkthrough of intake, records, CMS-standardized research, draft reports, SOAs, and commission imports.
Come curious. Leave when you've seen enough.
Ready to Run a Tighter Book?
Spend less time wrestling with admin and more time staying organized, informed, and in control.
30-day money-back guarantee · Personalized onboarding included