Scale Your Brokerage with Automated Workflows

Manage policy renewals, automate claims processing, and nurture client relationships all from one secure platform.

Never miss a renewal date again. Set up automated email and SMS sequences.

• Smart Reminders: Send multi-channel reminders before policies expire.
• One-Click Renewal: Let clients confirm renewals via SMS or email.

Collect signatures and store policy documents securely in client portals.

• Digital Signatures: Legally binding e-signatures for all policy documents.
• Client Portals: Secure access for clients to view their coverage.

Track leads from initial inquiry to bound policy with visual sales pipelines.

• Visual Tracking: See exactly where every lead is in your sales process.
• Lead Automation: Automatically assign leads to brokers based on expertise.