The Operating System for Modern Insurance Brokerages
Automate quoting, binding, renewals, and servicing — all from one AI-powered platform. Transform your brokerage operations today.
Insurance brokerages waste time today managing disconnected
systems
We don't bolt on AI. We built the entire platform around it — to automate
everything that slows you down.
Multiple quoting platforms
Hours spent on repetitive quote generation and comparison shopping
Manual data entry
Juggling multiple carrier portals and disconnected systems
Missed Renewals
Lost revenue from forgotten renewal dates and manual tracking
No Automation
Everything done manually, from binding to document generation
High Operational Costs
Excessive overhead from inefficient processes and human errors
Get in touch.
Already know which package you want? Book your detail online now.
Human-Like AI Calls & Texts That Automate Sales & Renewals
Deploy AI agents that handle client conversations naturally — reducing workload while keeping a personal touch.
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
Hi, this is Anna calling from BrokerOS. How can I help...
See how human our AI calling bot sounds — no scripts,
just smart conversations.
Trusted by these six companies so far
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BrokerOS do everything for you
We don't bolt on AI. We built the entire platform around it — to automate everything that slows you down.
Purpose - Built CRM for Insurance Brokerages
No more forcing sales tools to do policy work. BrokerOS connects clients, coverage, and automation in one place.
- Client records linked to every quote, policy, and renewal
- Filter and tag by status, renewal date, or product line
- Add notes, upload docs, and track every interaction
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Finally, a pipeline that speaks insurance.
Built specifically for brokerages and MGAs, the pipeline gives you full lifecycle visibility — from first contact to renewal retention — all in one place.
- Visual pipeline stages for quoting, binding, servicing, and renewals
- Assign agents or workflows automatically as deals progress
- Built-in KPIs: Quote-to-bind %, Retention rate, Revenue forecast
One Platform. Instant Quotes. Smart Proposals.
Generate accurate, branded quotes and proposals in clicks — with carrier data and client info prefilled.
- AI-assisted data prefill from CRM or lead form
- Multi-carrier API integrations
- One-click send + e-signature ready
- Auto-convert quote to policy at bind
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Real-Time Insights. No More Guessing.
Monitor quotes, policies, renewals, and agent performance — all from a customizable dashboard, updated in real time.
- Role-based dashboards: Admins, agents, CSRs
- View performance by agent, product, or team
- Identify bottlenecks in quoting, binding, or follow-ups
Automation That Adapts to Your Brokerage.
Design custom flows that trigger exactly when and how you need them to — all with a drag-and-drop builder.
- Visual workflow builder (no code needed)
- Trigger by quote events, status changes, dates, or user actions
- Build loops for renewals, follow-ups, onboarding, tasks
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Who Benefits from Using
BrokerOS.ai
No more forcing sales tools to do policy work. BrokerOS connects clients,
coverage, and automation in one place.
Aggregators
Streamline multi-location operations for your business.
Independent Agencies
Scale your operations without scaling overhead.
MGAs
Enhance underwriting and distribution efficiency
Startup Brokers
Launch with enterprise-grade automation
Connections with with
major carriers
No more forcing sales tools to do policy work. BrokerOS connects clients,
coverage, and automation in one place.
Carrier 1
Carrier 2
Carrier 3
Carrier 4
Simple pricing, for everyone.
It doesn't matter what size your business is, our software won't work well for you.
Starter
Good for anyone who is self-employed and just getting started.
- Send 10 quotes and invoices
- Connect up to 2 bank accounts
- Track up to 15 expenses per month
- Manual payroll support
- Export up to 3 reports
Small business
Perfect for small / medium sized businesses.
- Send 25 quotes and invoices
- Connect up to 5 bank accounts
- Track up to 50 expenses per month
- Automated payroll support
- Export up to 12 reports
- Bulk reconcile transactions
- Track in multiple currencies
Enterprise
For even the biggest enterprise companies.
- Send unlimited quotes and invoices
- Connect up to 15 bank accounts
- Track up to 200 expenses per month
- Automated payroll support
- Export up to 25 reports, including TPS
Loved by businesses worldwide.
Our software is so simple that people can't help but fall in love with it. Simplicity is easy when you just skip tons of mission-critical features.
"BrokerOS is so easy to use I can't help but wonder if it's really doing the things the government expects me to do."
Sheryl Berge
CEO at Lynch LLC
"The best part about BrokerOS is every time I pay my employees, my bank balance doesn't go down like it used to. Looking forward to spending this extra cash when I figure out why my card is being declined."
Leland Kiehn
Founder of Kiehn and Sons
"I used to have to remit tax to the EU and with BrokerOS I somehow don't have to do that anymore. Nervous to travel there now though."
Peter Renolds
Founder of West Inc
"I'm trying to get a hold of someone in support, I'm in a lot of trouble right now and they are saying it has something to do with my books. Please get back to me right away."
Amy Hahn
Director at Velocity Industries
"There are so many things I had to do with my old software that I just don't do at all with BrokerOS. Suspicious but I can't say I don't love it."
Erin Powlowski
COO at Armstrong Inc
"This is the fourth email I've sent to your support team. I am literally being held in jail for tax fraud. Please answer your damn emails, this is important."
Amy Hahn
Director at Velocity Industries
Let's get you growing.
Without the pains.
Frequently asked questions
If you can't find what you're looking for, email our support team and if you're lucky someone will get back to you.
Still have questions?
Contact Customer Support >You're Not Just Buying Software. You're
Getting a Partner.
Explore our resources and support to help you succeed.
Let's get you growing.
Without the pains.
It's time to take control of your books. Buy our software so you
can feel like you're doing something productive.