The AI workspace for commercial insurance brokers.

Win. Place. Service. Without the admin.

For brokers looking to skip the five-year grind.

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Built to PIPEDA and GLBA. Your client data never trains AI.

Platform

How Broker Agentx Works

Growth & Prospecting. A website in, a profile out with the decision maker's direct line. Then the first email, sent from your own mailbox.

How Prospect Works
30+ skills
Coverage SummaryGap ReviewPolicy ComparisonRenewal ComparisonExposure SummaryApp PrefillBusiness NarrativeAppetite MatchProposal BuilderCertificatesBOR LettersLoss Run RequestsBusiness Income WorksheetContract ReviewPolicy Q&ARisk ScanProspect ResearchLinkedIn Campaigns
THE RECEIPTS

AI That Does the Work.
Not Just Talks About It.

2min
Prospect research, done.

Company profile, verified contact, outreach draft. What used to take an afternoon.

90s
Full policy review.

Every exclusion and gap, cited to its page. Reading it is yours.

14+
Industries building your pipeline

Risk Scans built for the classes you write.

0
Numbers you take on faith.

Verifiers re-run every calculation and trace every citation to its source.

Day 1
First finished deliverable.

No implementation project. Sign in, upload a policy, leave with finished work.

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Featured · Lead Generation

Every AI tool helps you service. This one helps you sell.

Send a branded scan. Your prospect gets a report with their name on it. You get the lead, their answers and the fact-find, done.

How it works
Solutions

Same Workspace.
Whichever Desk You Sit At.

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Every seat in a commercial book, mapped. Free download.
Your Way, Not Ours

It Learns How
You Work.

Your tone. Your markets. Your jurisdiction. Your SOPs. Set it once and it works the way you would.

Put a Policy Through It

  • Tone & Language

    Formal. Direct. Français. Español. Any language.

  • Jurisdiction

    The right framework for each province and state.

  • Your Documents

    Your SOPs, appetite guides and templates, uploaded once, used across every task.

  • Client Memory

    Earlier work on an account carries forward across conversations.

NO RIP-AND-REPLACE

Plugs Into What You Already Use.

It sits above your AMS and replaces the subscriptions you already pay for:

  • Verified Contact Data
  • Encrypted E-Signature
  • LinkedIn Marketing Campaigns
  • CSIO and ACORD Pre-fill
  • And more
View Integrations
Gmail
Outlook
LinkedIn
Documenso
31Google Calendar
ACORD
CSIO
Apollo
RocketReach
Security & Trust

Built to Handle Real Client Data.

  • Isolated by design

    Your client data is never visible to another firm.

  • Encrypted, both states

    AES‑256 at rest, TLS 1.3 in transit.

  • Never trained on

    Your book stays yours.

  • Held in North America

    Your account and your documents sit on local infrastructure.

  • Complete audit trail

    Every action recorded, reviewable, exportable.

  • SOC 2 Type II

    Controls implemented across security, availability and confidentiality. Audit scheduled.

See how your data is handled
Pricing

Simple pricing for busy brokers.

Starter

$66/mo
Billed $790 a year

For the broker who uses it a few times a week.

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  • Every workflow
  • Standard
  • Your hardest renewals

Pro

Most popular
$83/mo
Billed $999 a year

For the broker who uses it every working day.

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  • Every workflow
  • 2x Starter
  • Renewals and new business

Book

$166/mo
Billed $1,990 a year

For the broker who runs it all day, every day.

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  • Every workflow
  • 4x Starter
  • Your whole book

Brokerage

For teams
Priced for your team

One plan for every broker on the team.

Talk to us
  • Every workflow
  • Sized to your team
  • Every broker's book

Cancel anytime.

Questions

Frequently Asked

Is it really free to start?

Yes. Create an account and work the same day. You get a free allowance to spend on real documents.

What happens when the allowance runs out?

New work stops and the payment page opens. Nothing is deleted, and everything you produced stays in your account. Pick a plan and carry on where you stopped.

Can I use it on real client work?

Yes. That is what the allowance is for. You get every skill, and the same outputs, audit trail and review step as a paid account. You read every output before it reaches a client.

Does my data train your models?

No. Your documents, client information and workflows stay yours. That is how the system is built, not a setting.

We already use ChatGPT. Why switch?

ChatGPT answers questions. Broker Agentx produces the work. It reads a policy structurally, fills insurer applications from your documents, flags anything it cannot source, and records every step. And once you paste a client's documents into a general chatbot, where do they end up, and in which country?

Will it work with my AMS?

It works alongside it. Broker Agentx connects to Gmail, Outlook and LinkedIn, so you keep your AMS and it handles the work that happens in between. No direct AMS integrations are live today.

Where is my data held?

In North America. Your account, client records and uploaded documents sit on infrastructure in North America. Processing runs through the model providers named on our security page, on servers in the United States, under terms that forbid training on it. If Canadian-only processing is a requirement for your brokerage, ask before you sign.

Still have questions?

Fifteen minutes, a real policy, no deck.

Book a 15-min call →

You Didn't Get Into This Business to Do Paperwork

See what your week looks like without the admin.