Broker Pro
An AI-powered insurance broker dashboard to generate, analyze, and automate workflows—Acord forms, premium comparisons, policy data, and client communications all in one place.
Broker Pro unifies clients, policies, markets, and documents into one workspace—so producers and account managers can quote faster, renew smarter, and reduce E&O risk.
Core Features
Everything you need to streamline certificates, analyze books, and automate renewals—backed by AI assistance and clean data pipelines.
AI Acord 28 & Certificates
Generate Acord 28s and COIs from policies and schedules. Smart field mapping, clause citations, and version history.
Natural-Language Postgres Queries
Ask questions like “Which accounts expiring in 60 days have open loss-run requests?” and get SQL + results instantly.
Premium Comparison
Compare quotes by limit, deductible, carrier appetite, and coverage terms. Highlight deltas and recommend the best fit.
Powerful Workflows
Drag-and-drop automations for pre-renewal outreach, loss-run chase, quote follow-ups, and bind checks.
Compliance & E&O Trail
Immutable activity logs, approval gates, and required docs by line of business to keep every file audit-ready.
Book Health & KPIs
Track hit ratio, remarket rates, retention, and pipeline velocity. Spot cross-sell and upsell opportunities quickly.
Built for Commercial Lines
Automate documents, analyze your book, and orchestrate renewals—so your team can spend more time advising clients.
Automate certificates & policy docs
Extract schedules, endorsements, and limits from carrier PDFs. Generate Acord 28s and COIs with clause-level citations and keep every version linked to the source.
- AI-assisted Acord 28 and COI generation with smart field mapping
- Loss-run requests with status tracking and carrier contact automation
- Attachments: policies, binders, endorsements, and client-signed docs
Analyze your book & surface opportunities
Ask questions in plain English and drill into accounts by revenue, line, carrier, or renewal window. Compare premiums and terms to advise with confidence.
- Natural-language Postgres queries with exportable SQL
- Premium comparison across carriers, limits, and deductibles
- Automatic producer/AM digests and renewal radar alerts