Broker OS
The Operating System for Modern Brokers
Broker OS is the future of broker operations. Designed as a complete operating system rather than just another CRM, it brings together every tool a modern insurance broker needs — from pipeline management and client intelligence to automated renewals and AI-driven insights. Built with agentic AI at its core, Broker OS doesn't just store data — it actively helps brokers close deals, retain clients, and grow their book of business.
An Operating System, Not Just a CRM
Broker OS goes beyond contact management. It's a unified workspace that combines pipeline tracking, client intelligence, document management, and communication tools into a single, AI-augmented platform. Every feature is designed around how brokers actually work — not how CRM vendors think they should.
AI That Works for You
Agentic AI features proactively surface opportunities, flag at-risk renewals, and automate routine workflows. Broker OS learns from your patterns and adapts to your style, becoming more valuable the more you use it. From intelligent lead scoring to automated follow-ups, AI handles the busywork so you can focus on relationships.
Built for Scale
Whether you're a solo broker or a large brokerage with dozens of producers, Broker OS scales with you. Role-based access, team analytics, and hierarchical reporting ensure everyone has the right view of the business at any level.