Systems for Insurance Brokers
Quote requests welcomed at midnight, and renewal check-ins right on time.
Many people think about insurance outside business hours: when a renewal notice arrives, when they buy a house, or when a landlord asks for proof of tenant coverage by Friday. We build brokerages a site and lead system that captures quotes properly, asks for the right information up front, and helps you stay in touch with clients well before the next renewal.
Common challenges
What slows down Insurance Brokers
Quote requests missing details
"Need car insurance, how much?" with no vehicle, driving history or claims info. Your account managers end up gathering details before they can start quoting.
Renewal shoppers who don't call first
A client sees a price change, gets a quote from a direct writer online and moves on, without knowing you'd have been happy to re-market it for them.
Single-line clients
You've had their auto policy for years and they bought a house through someone else. With a busy desk, the home policy conversation just never came up.
Commercial quotes stuck in email
A contractor needs liability coverage for a job starting Monday and emails you a half-answered application. It can sit in a busy inbox longer than anyone would like.
Phones ringing for proof of insurance
"Can you send my pink card again?" is a call that comes in every day and ties up someone who could be quoting.
The solution
The system we'd build for you
Quote forms by line of business
Separate intake for auto, home, condo, tenant, commercial and farm, each asking what you actually need to quote, with secure document upload where it fits.
Lead pipeline for new business
Every quote request tracked from inquiry to bound, so producers know what's open and what's waiting on the client.
Renewal touchpoints
Reminders ahead of renewal that invite clients to call before they shop around, timed from the dates you export from your system.
Cross-sell campaigns
Consent-based emails or texts to auto clients about home and condo coverage, built to follow CASL.
Self-serve help page
How to get a proof of insurance, report a claim, or update a vehicle, so the easy calls don't tie up your team.
Missed-call text-back
After-hours callers get a text with a quote link instead of a full voicemail box.
Review requests
After a clean claim or a great quote, a request to share a Google review.
Recommended package
Business System
A brokerage lives on quote requests, renewals and cross-selling the home policy to the auto client. A lead pipeline and automated touchpoints fit that perfectly, while policy and client records stay in your broker management system.
Popular add-ons for Insurance Brokers
Wherever you are
Just starting, growing or decades in.
Whether you haven't opened yet or you've been at it for decades, here's how we'd help at each stage.
Starting out
Just an idea, or brand new
Licensed and opening an independent brokerage? With Start Your Company, your new brokerage gets its brand, a professional email domain and quote forms by line of business from day one, while you sort out markets and appointments.
Growing
Busy and getting busier
As producers and account managers join, a shared pipeline and renewal touchpoints mean nobody's relying on memory, and auto-only clients hear about home and condo coverage at a sensible time.
Established
Years or decades in
A brokerage that's insured the same families for decades has relationships that matter most. We work around your broker management system and your team's habits, adding self-serve help and follow-ups gently, never in a way that feels impersonal.
An example
What it could look like in real life
An illustration of how it could work. The business and details are made up for the example.
Say you run an independent brokerage in Mississauga with a handful of producers and account managers. Online quote requests trickle in through a generic contact form and renewals are handled however each account manager remembers. We build quote forms for each line of business, a pipeline tracking every new lead, and renewal touchpoints going out ahead of the date. Auto-only clients get a consent-based message about bundling home coverage. The team spends less time chasing missing information and more time quoting.
Questions we get
FAQ
Will this connect to our broker management system?
We work alongside systems like Applied Epic and PowerBroker. Policy data stays there, and we connect for things like renewal dates where it allows.
Is it safe to collect personal info through the website?
We build with privacy in mind: secure forms, minimal data and access only for your team. Your policies and client files stay in your existing systems.
Can we send marketing emails to existing clients?
Yes, with proper consent under CASL. We'll set up forms and lists to track consent and make unsubscribing easy.
Do you give insurance advice on the site?
No. We describe your products in plain language and make it easy to talk to a licensed broker.
Free 15-minute call
Opening your own brokerage or serving families who've been with you since their first car, we'd love to help.
Book a free 15-minute call about your quote and renewal flow.
- Quote forms by line of business
- Lead pipeline for new business
- Renewal touchpoints