Spend More Time Binding.
Less Time on Everything Else.
Built for independent insurance agencies and brokers.
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 came from a decade of sales leadership — growth, revenue, teams. Then I sat down in a commercial producer's seat 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 kind of tools I assumed already existed and didn't.
And honestly, I still can't believe nobody built this sooner.
Growth & Prospecting. Research companies, identify contacts, generate outreach, post to LinkedIn, run email campaigns.
Built for Where You Are Today
Whether you're a one-person shop or a 200-producer agency, the platform adapts to your reality.
It Learns How
You Work.
Your tone. Your preferred carriers. Your jurisdiction. Your SOPs. Set it once and your agent works the way you would — just faster. This isn't generic AI. It's yours.
Works across all jurisdictions and languages.
Plugs Into What You Already Use.
You don't need to change your stack. Broker Agentx works alongside your existing tools — Gmail, Outlook, LinkedIn — so the work that happens in between gets done automatically. And your data never trains our models. That's not a policy — it's how the system is architected.
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 aligned to SOC 2 controls, with on-premises and private-cloud deployment available for enterprise teams.
Built for compliance
Built to meet the standards regulated brokerages answer to. Our SOC 2 Type II audit is in progress, and data handling is designed to satisfy your compliance and IT reviews.
Simple, Transparent Pricing
No hidden fees. No per-feature upsells. Start free, then pick a plan when your credits run out.
You Didn't Get Into This Business to Do Paperwork
See what your day looks like when one agent with 20+ skills handles the admin.