Built by brokers, for brokers
The sales playbookfor insurancebrokers.
Insurance broker tracking software for the sales side of your day. Track prospects, log activity, never miss a renewal, map carrier appetites and goals, and see your book value and commissions live.
Every action lands on your calendar and dashboard, automatically, following your rules.
For the sales side your BMS or AMS doesn't handle.
Acturis, Powerbroker, TBW, Applied Epic, or any system. Or fly solo.
Purpose-built for insurance brokers — not a generic CRM, with AI built in where it actually helps your day.
Founding members
The first 25 founding brokers get 50% off forever.
The first 25 brokers who sign up during beta lock in founding-member pricing for life — 50% off whatever the public price ends up being. No tricks, no upgrade paywalls during beta. Use everything.
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