Win. Place. Service.
Cold to Renewal.
Built for independent insurance brokers and agencies.
AI That Does the Work. Not Just Talks About It.
What used to eat an afternoon: company profile, verified contact, outreach draft, ready before your coffee cools.
Every exclusion and gap surfaced, each one cited back to the page it came from.
Purpose-built Risk Scan workflows for the classes you write. Your prospect completes a branded scan. You get the lead and the conversation starter.
Built-in verifiers re-compute every calculation and trace every citation back to its source.
No implementation project. Sign in, upload a policy, and walk out with finished work in your first session.
I sat down in a commercial producer's seat after a decade of sales leadership, and the day made no sense to me.
Half the week was admin. The other half was too drained to sell. I wasn't doing the job I'd come to do.
So I started building. One workflow at a time. The tools I assumed already existed and didn't.
Every broker I know runs the same week. It didn't need to be this way.
Growth & Prospecting. Research companies, identify the decision-makers and their contact details, draft outreach in your voice, run LinkedIn and email campaigns. Or send a branded risk scan and let the lead come to you.
Whichever Desk You Sit At.
One price, every skill. What changes is the work you point it at.
It Learns How
You Work.
Your tone. Your carriers. Your jurisdiction. Your SOPs. Set it once and it works the way you would. This isn't generic AI. It's yours.
Works across jurisdictions and languages.
Plugs Into What You Already Use.
You don't change your stack. Broker Agentx works alongside Gmail, Outlook and LinkedIn, so the work that happens in between gets done where you already are. Your data never trains our models.
Built to Handle Real Client Data.
Enterprise-grade security
Every account is fully isolated. Your client data is never visible to another firm and never used to train AI models, that's how the platform is architected, not a policy that can change.
Encrypted data
Encrypted with AES-256 at rest and TLS 1.3 in transit, protected on our servers and every time it moves between you and the platform.
Role-based access
Brokers, underwriters, and admins each get exactly the access their role needs, nothing more. The right people see the right work.
Complete audit trail
Every AI action and every user action is recorded and traceable. A full history you can review and export: the paper trail a regulated file demands.
Hardened cloud infrastructure
Runs on hardened cloud infrastructure, with on-premises and private cloud available for teams that need it.
SOC 2 Type II
Controls are implemented across security, availability and confidentiality. Our audit is in progress.
$99 a Month, Per Broker.
Free to start on an allowance of credits you spend on real documents. No hidden fees, no per-feature upsells.
You Didn't Get Into This Business to Do Paperwork
See what your week looks like when the admin handles itself.