This is not software you sit down to use.
It's a back office that works while you drive.
Renewals, compliance, cross-sell, pipeline, outreach. BrokerAgent watches your whole book around the clock, pings you the moment money's about to leak — then waits for your OK before anything reaches a client.
Your systems are passive — they store data and wait. BrokerAgent works three ways so the book never sits quiet.
Call or text whenever you want. Ask “what needs my attention today?” and get your whole book back in one answer.
BrokerAgent watches your book around the clock and pushes the high-value moments — before they slip past a deadline.
Nothing client-facing goes out until you say so. BrokerAgent drafts the work and waits for APPROVE, EDIT, or HOLD.
WhatsApp pushes the opportunity. Voice lets you act hands-free. The dashboard is your system of record. Approval keeps you compliant.
The triggers that quietly cost brokers premium — now they ping you first.
Renewal inside 7 / 14 / 30 / 60 / 90 days with no recent touch
Quote left open too long without a follow-up
No logged interaction after a window you set
Upcoming meeting on your calendar
Open request that hasn't been closed out
Client missing a relevant product line
A task that's due or already overdue
A deadline approaching on your license
Three workflows by voice or text. Tap to watch.
Renewals, compliance, marketing, cross-sell, client management — managed by voice from your car, your desk, or a job site.
of all U.S. P&C written premium was placed by independent agencies in 2024. You still control the distribution — BrokerAgent helps you defend it.
independent P&C agencies in the U.S., and 76% are small-to-medium. Most can't just hire more support staff — so the back office has to scale itself.
of agents say carriers meet their foundational needs. Brokers need their own operating layer, not another carrier portal.
It does the watching and the drafting. You keep the final word on anything a client ever sees.
Nothing reaches a client until you reply APPROVE. BrokerAgent drafts — you decide.
One daily brief plus urgent alerts by default. You set the thresholds.
Quiet hours, max alerts per day, WhatsApp / SMS / voice — all under your control.
It says “possible opportunity,” never “your client needs this.” Compliance stays yours.
We're onboarding a small first group of brokers and building the watchlist around how they actually run a book. Get in now and help shape what it watches.
Lock the lowest rate BrokerAgent will ever offer — for as long as you stay.
Talk to the people building it. Your feedback ships, not sits in a queue.
Tell us what should trigger an alert in your world. We tune it to your book.
Priority onboarding and the full product demo the moment it's ready.
No card required to join the list · Founding price locked when you start
Catch one renewal and it's already paid for itself.
Shared number + daily brief
Dedicated agent + always-on monitoring
Branded back office for the team
White-labeled operating layer
Every plan: always-on monitoring · approval before anything client-facing · no contracts · cancel anytime.
One call. Five minutes. Then it watches, alerts, and drafts — you just approve.