Save Your Time & Sanity
Turn messy client information into organized work without spending your day cleaning up lists, hunting for details, and repeating the same administrative steps.
For Health Brokers, Created by Health Brokers
Run Your Book Without Breaking a Sweat
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, research, reports, and SOAs organized - with an easier way to send SOAs and clearer visibility into what has happened next.
Know What You're Owed
Reconcile your master contract information with agency and carrier commission statements and drill into the details by contract and client so you can understand what you were paid and why.
The Broker Reality
Broker Work Is Hard Enough. Your Systems Shouldn't Make It Harder.
Clients send incomplete doctor lists. Prescription information arrives in whatever format was convenient for the client. Research lives across different resources. SOAs need to be sent and followed up on. Commission information arrives in agency and carrier statements that were not exactly designed to make an individual broker's life easier.
None of those tasks is individually impossible. The problem is that they pile up - and every loose end becomes one more thing you have to remember, reconcile, or revisit.
BrokerGreatness helps take that administrative weight off your shoulders so you can spend your energy where it actually pays.
You shouldn't have to work twice as hard because the systems around you don't work hard enough.
Client Intake
Take the Heavy Lifting Out of Client Intake.
Clients don't always send information the way you wish they would. BrokerGreatness gives you a cleaner way to collect and organize the details you need, including doctors and prescriptions, without turning every new case into a data-cleanup project.
Spend less time deciphering lists. Start with cleaner information.
Structured client intake
Doctor information
Prescription information
Centralized client details
Messy In
Doctor lists, prescription details, and client information arrive in different formats.
BrokerGreatness
Information gets a structured place to live.
Usable Out
Cleaner case information gives your research a better starting point.
Research Proof
Built on the Data Brokers Actually Use
BrokerGreatness standardizes plan and prescription work with CMS data, helping keep authoritative plan information inside the same workflow as your client due diligence.
CMS Plan + Prescription Data Standardization
Research & Due Diligence
Build Stronger Cases Without the Scramble.
Keep the information behind your recommendation organized instead of rebuilding your process case by case. BrokerGreatness gives your due diligence a consistent home so research is easier to prepare, review, and communicate.
Work with plan and prescription information standardized against CMS data, alongside the client details and due diligence you need to prepare a case.
Less resource hunting. Complete first drafts for light editing. More confidence when it's time to advise the client.
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.
Take the friction out of getting an SOA where it needs to go. BrokerGreatness makes it easy to send SOAs, gives you clear visibility into where they stand, and helps you keep expiration information organized in the same workflow.
Leave opaque SOA processes behind. Instead of wondering whether the form went out, where it stands, or when it expires, keep the workflow visible and easier to manage.
Easy to send. Easy to see. Easy to stay on top of.
Easy SOA sending
SOA status visibility
SOA expiration tracking
Send
Get the SOA where it needs to go without turning it into a project.
See
Keep visibility into where the SOA stands.
Stay Ahead
Keep expiration information visible and easier to manage.
Commission Analyzer
Give Your Commissions a Spotter.
Your commission picture shouldn't stop at a total. BrokerGreatness reconciles your personal master contracts spreadsheet with unstructured agency and carrier commission statements, then lets you drill into the results by contract and client.
See how payments connect to the contracts behind them, understand what individual clients generated, and get a clearer view of where the numbers line up - and where something deserves another look.
Know What You're Owed - and Understand Why You Were Paid What You Were Paid.
From master contract to commission statement to individual client - 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 personal master contracts spreadsheet
Agency Statements
Unstructured agency commission statements
Carrier Statements
Unstructured carrier commission statements
BrokerGreatness Reconciliation
Connect what the contract economics should look like with what actually came through.
Contract-Level Analysis
Client-Level Analysis
Stop treating commission statements like a black box.
Understand the details behind the dollars and investigate numbers that do not look right.
The After
More Control at Work. More Headspace Everywhere Else.
The best broker isn't the one doing the most administrative work. It's the one who knows where every case stands, knows what needs attention, can get an SOA out without turning it into a project, understands what they're being paid down to the contract and client, and can close the laptop without wondering what fell through the cracks.
BrokerGreatness helps you 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 understand what it's like to chase down client information, jump between resources, keep due diligence organized, send and track SOAs, maintain contract information, decipher commission statements, and try to understand whether the financial side of the business actually lines up.
So we built the kind of 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
Work with an onboarding consultant who helps you get comfortable with the platform and set up around the way you work.
Bring Your First Case Into Shape
Start using BrokerGreatness on real client work and build a cleaner workflow from there.
Want to See It First?
See How BrokerGreatness Supports a Real Broker Workflow.
Join a live walkthrough and see the human-in-the-loop workflow: tight organization, persistent records, easy standardization with CMS data, first-draft doctor and drug reports ready for light editing, and commission drafts after import.
Come curious. Leave when you've seen enough.
Ready to Run a Tighter Book?
Spend less time wrestling with administrative work and more time operating like the broker you know you can be - organized, informed, and in control of both your client work and your commission picture.
30-day money-back guarantee · Personalized onboarding included