BrokerAI
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AI agents for insurance brokerages

Automate the busywork. Focus on the client.

Deploy custom AI agents to handle document audits, automate renewals, and instantly fill out carrier forms. Built specifically for modern insurance brokerages.

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app.brokerai.com
BrokerAI dashboard showing policy stats, automation trends, and recent audits
Overview dashboard

Seamlessly integrates with your existing workflow

AMS360Applied EpicOutlookSalesforceDocuSign

Eliminate the bottlenecks in your brokerage.

Purpose-built agents that take on the tedious, error-prone work your team dreads.

Document Audits in Seconds

Stop manually reading 100-page policies. Our agent instantly extracts coverages, limits, and exclusions — then flags gaps before they become claims.

Automated Renewals

Agents track renewal dates, pull loss runs, and prepare submissions ahead of time so nothing slips through the cracks during busy season.

Instant Carrier Forms

Auto-populate ACORD and carrier-specific forms from your existing data. What took an afternoon now takes a single click.

Compliance Guardrails

Every action is logged and reviewable. Agents operate inside guardrails you define, keeping E&O exposure firmly under control.

Around-the-Clock Service

Certificates of insurance, endorsement requests, and client questions get handled instantly — day or night, without adding headcount.

Grow Without Hiring

Handle more accounts per producer. Your team focuses on relationships and revenue while agents absorb the repetitive back-office load.

Live in days, not quarters.

A guided rollout that fits the way your brokerage already works.

Connect your systems

Securely link your AMS, email, and document storage. BrokerAI reads from the tools you already use — no rip-and-replace, no data migration project.

  • Read-only or read-write access
  • SOC 2-aligned data handling
  • Live in under a week
90%
Less time on document review
3x
More accounts per producer
24/7
Certificate & form turnaround
<1 wk
Average time to go live
“BrokerAI gave us back roughly 20 hours a week per account manager. Our team spends that time with clients now — not buried in PDFs.”
DK
Dana Kessler
COO, Meridian Insurance Partners

Pricing that scales with your book.

Simple plans, no per-seat penalties. Start small and grow into automation.

Starter
$490/mo

For small agencies automating their first workflows.

Start free trial
  • Up to 3 active agents
  • Document audits & extraction
  • 1 system integration
  • Email support
Most popular
Growth
$1,490/mo

For growing brokerages scaling across the book.

Request a Demo
  • Unlimited agents
  • Automated renewals & forms
  • Unlimited integrations
  • Human-in-the-loop approvals
  • Priority support & onboarding
Enterprise
Custom

For multi-office firms with advanced requirements.

Contact sales
  • Custom agent development
  • SSO & advanced security
  • Dedicated success manager
  • SLA & audit reporting

Frequently asked questions

Everything you need to know before booking a demo.

Built for modern brokerages

Give your team their time back.

See how custom AI agents can eliminate the busywork in your brokerage. Book a demo and watch it work on your own documents.

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