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Purpose-built CRM for insurance brokers. Manage clients across multiple carriers, compare quotes instantly, and track commissions—all in one place.
Everything you need to manage your brokerage efficiently and grow your client base.
Complete client profiles with policy history, family coverage, and renewal tracking across all carriers.
Work with multiple insurance carriers from one dashboard. No more switching between portals.
Compare quotes from different carriers side-by-side to find the best coverage for your clients.
Automatic commission calculations and tracking. Know exactly what you've earned and what's pending.
Never miss a renewal. Automated reminders and streamlined renewal workflows.
Store, organize, and access all policy documents, applications, and client communications.
Can't wait for launch? Contact us to discuss a custom insurance brokerage solution tailored to your specific needs.
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