Broker Agentx — AI Software for Commercial Insurance Brokers
Broker Agentx is AI software built specifically for commercial insurance brokers. Our platform deploys 21 specialized AI agents that automate the administrative work consuming 60% of a producer's week — turning a 10-hour manual process into a 5-minute intelligent workflow.
AI Software Built for Insurance Brokers
Unlike generic AI tools, Broker Agentx understands insurance. It knows ACORD forms, carrier appetites, coverage gaps, regulatory requirements, and underwriting narratives. It doesn't just answer questions — it executes complete workflows autonomously.
Four Core Automation Modules
Prospect — AI-Powered Insurance Prospecting
Research companies from a database of 1 million+ prospects. Enrich contacts with risk exposure data. Generate hyper-personalized outreach emails and LinkedIn messages tailored to each prospect's specific coverage profile. What used to take 3 hours of research takes 8 minutes.
Review — Automated Policy Review & Gap Analysis
Upload any insurance policy PDF. Our AI extracts all coverage details, limits, sublimits, exclusions, and deductibles in under 90 seconds. The Gap Analysis Agent then compares coverage against industry benchmarks and flags every uninsured exposure — generating a client-ready report that drives upselling conversations.
Place — Insurance Submission Automation
Auto-fill ACORD forms and carrier applications using client data. Generate persuasive underwriting narratives that present risks in the most favorable light. Match risks to the right carrier markets based on appetite. Reduce your submission-to-quote cycle from days to minutes.
Execute — Insurance Document & Compliance Automation
Generate Certificates of Insurance (COIs), Broker of Record letters, and Loss Run requests instantly. Validate all outputs against FSRA, state-level, and client-specific compliance requirements. Eliminate the administrative backlog that follows every bind.
Who Uses Broker Agentx
Solo Insurance Brokers
Compete with the efficiency of a full brokerage. Handle prospecting, policy review, submissions, and renewals without hiring support staff. One broker using Broker Agentx operates with the output of a 10-person team.
Growing Insurance Agencies (5–50 Producers)
Standardize workflows across your entire team. Every producer delivers consistent, professional outputs. Onboard new producers faster. Scale revenue without scaling headcount proportionally.
Enterprise Brokerages (50+ Users)
Private cloud and on-premises deployment options. Custom API integrations with Applied Epic, Vertafore AMS360, and Salesforce. SOC 2-aligned security reporting. Dedicated Customer Success Manager.
Integrations
Currently live: Gmail, Outlook, LinkedIn. Coming soon: Applied Epic, HawkSoft, Vertafore, Mailchimp, Meta Ads, DocuSign, Calendly, SecurityScorecard, and custom webhook/API connections.
Pricing
Professional Monthly: $99/user/month. Professional Annual: $79/user/month (billed $948/year, saving $240). Enterprise: custom pricing based on seat volume and deployment requirements.
Free AI Readiness Assessment
Take our free 2-minute scorecard to get your personal AI Readiness Score, see how much revenue you may be losing to manual workflows, and receive a custom automation roadmap for your brokerage.
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© 2026 Broker Agentx Inc. — Hamilton, Ontario, Canada |
AI Software for Commercial Insurance Brokers |
support@brokeragentx.com