brokeragent
I'm a
broker
Your back office listens

Run your brokerage
by voice. $99/month.

This is not software you sit down to use.
It's a back office that works while you drive.

Renewals. Compliance. Marketing. Cross-sell. Pipeline. Client outreach. Carrier analytics. Say it from your car, your desk, or a job site. BrokerAgent handles the rest.

Voice call
Voice note
Text / iMessage
WhatsApp
BA
BrokerAgent
Mon 7:12 AM
Good morning, Mike. 5 priorities today:
1. Johnson Corp — renewal in 18 days
$14,200 premium · competing quote · high risk
→ Retention deck drafted. Review & send.
2. Maria Chen — COI request
No umbrella policy · $144/yr commission
→ Quote drafted. One tap to send.
3. CE hours — FL deadline 9 days
4 credits remaining · license at risk
→ 2 approved courses found.
4. LinkedIn post ready
→ Hurricane season prep. Reply "post" to publish.
5. Garcia — loss ratio spike
$8,400 · carrier may non-renew
→ 3 alternates quoted. Best: $7,900.
Today: $22,600 in premium protected · $2,712 in your pocket
You — anywhere
→
BrokerAgent
→
RenewalsCRMComplianceCross-sellMarketingClientsPipelineIntel

Say it. Text it. Call it. BrokerAgent listens, acts, and texts you the receipt.

See it work

Say it. It's done.

Three workflows by voice or text. Tap to watch.

BA
Renewal Command Center
show me renewals
You have 14 policies renewing in the next 90 days. Here are the top 5 by risk:
1. Johnson Corp · $14,200 · renews in 18 days ⚠ Competing quote received. High risk. → Retention deck drafted. Tap to review.
2. Garcia Family · $8,400 · renews in 34 days ⚠ Loss ratio spike. Carrier may non-renew. → 3 alternates quoted. Best: $7,900.
3. Thompson LLC · $6,800 · renews in 52 days ✓ Low risk. Multi-policy client. → Renewal confirmation drafted.
Total at-risk premium: $22,600 Your commission exposure: $2,712
Built for your specialty

Same engine. Your language.

Property & Casualty

Stop losing renewals
you never saw coming.

Renewals, compliance, marketing, cross-sell, client management — managed by voice from your car, your desk, or a job site.

BA
BrokerAgent
Mon 7:12 AM
Good morning, Mike. 5 priorities today:
1. Johnson Corp — renewal in 18 days
$14,200 premium · competing quote · high risk
→ Retention deck drafted. Review & send.
2. Maria Chen — COI request
No umbrella policy · $144/yr commission
→ Quote drafted. One tap to send.
3. CE hours — FL deadline 9 days
4 credits remaining · license at risk
→ 2 approved courses found.
4. LinkedIn post ready
→ Hurricane season prep. Reply "post" to publish.
5. Garcia — loss ratio spike
$8,400 · carrier may non-renew
→ 3 alternates quoted. Best: $7,900.
Today: $22,600 in premium protected · $2,712 in your pocket
From brokers using it

They tried it. They can't go back.

"

I replaced my CRM, my spreadsheets, and my Saturday admin sessions with one text thread. This runs my entire book.

Mike R.
P&C broker, 12 years
"

It caught a $14K renewal I didn't know was at risk, tracked my CE deadline, and posted to LinkedIn — all before I finished my coffee.

Sarah K.
Independent agent, FL
"

I found $18K in cross-sell sitting in my book that I never had time to look for. Quotes were already drafted.

David L.
Commercial lines, TX
Pricing
$99 / month

All 6 workflows · Voice-first · Cancel anytime

Renewals + cross-sell + compliance + marketing + outreach + pipeline + carrier intel + daily briefings.
Everything. $99. Less than one VA hour.

One saved account pays for the year.

A back office that listens.
From your car, your desk, anywhere.

One call. Five minutes. Then just talk — your brokerage runs itself.