So your brokerage never loses a renewal.
It is where every client sits with their policies, where you see what comes due this month and where your team knows which claim needs attention today. Like the software for brokerages already out there, but built for how yours works, with your rules and without paying per user.
We have not built software for insurance brokers yet. What we have built are its parts, such as reading and producing PDF documents, giving each person only the access they need and recording who did what. Anything else your brokerage needs, we build for you, and we tell you up front what is new.
At a brokerage, the worst thing is a renewal that slips away. The client does not get the reminder in time, another broker calls them and they leave with the policy. And when the policies sit in each insurer's portal and the claims sit in email, the whole morning goes on hunting for papers and explaining to the client how their claim is going.
And the software already out there has its price. It usually charges per user, makes you work its way, and your book of business sits on someone else's platform. Sometimes it is worth it and sometimes it is not. It is worth looking at before building anything, and if it does not pay off for you, we will tell you.
Software for a brokerage has to do three things to be worth it. Make sure no renewal slips away. Make sure every claim has someone handling it. And keep your book of business in one place, with no spreadsheets.
We build all three to measure and at the same time, on your website or in iPhone and Android apps, with your brand and your rules, and with the timeline and the price in writing before we start.
Complete software for insurance brokers, not yet. We have built its parts, such as reading and producing PDF documents, setting permissions for each person and recording who did what. Anything new, we will tell you before we start.
It depends on what each insurer allows, and we check that before we promise it to you. We tell you what can and cannot be done before we start.
We plan for it from the start, including who sees each policy, where it is kept and for how long. Health data needs more care, so we handle it separately. If you prefer, it can run on your own servers. The final say on legal matters belongs to your legal adviser.
If your brokerage is small and works the way most do, an existing one often pays off, and we will say so. Custom software pays off when you work in a way those products do not allow or when paying per user gets expensive.
It depends on what you need. After a first call, which is free, we tell you in writing how much it costs before we start.
It depends on the scope. We give you the timeline in writing before we start.
Yes. The software, its code and your data are yours.