Insurance broker software with policy lifecycle management, document vault, commission tracking, and CRM. Monthly & yearly subscription plans.
A comprehensive application built for independent insurance brokers, providing secure, real‑time access to each client’s digital insurance wallet. The platform centralizes policy details, coverage information, and all related digital document attachments, ensuring brokers can easily review, manage, and share essential files. By consolidating client data and documentation in one place, the system enhances operational efficiency and enables brokers to deliver faster, more informed, and more personalized service.
Track policies from quote through binding, renewal, and cancellation
Store declarations pages, claims documents, and correspondence per client
Monitor commission schedules, earned vs. pending commissions, and carrier statements
Yes, automated renewal tracking alerts you before policies expire so you can requote proactively.
Yes, each client profile includes a secure document vault for policies, claims, and correspondence.
Yes, monitor earned, pending, and paid commissions across all carriers and policies.
Starting at $70.98/month
+ $10/user/month