Start the day knowing what's due.
Every morning, each broker sees exactly what's overdue and what's due today.
BrokerOps
Insurance brokerage operations, simplified.
Spend less time chasing tasks. More time managing clients. BrokerOps centralizes the day-to-day work of running a brokerage, tasks, documents, employees and client submissions, into one place.
Running a brokerage shouldn't mean living in your inbox.
Too many emails
Every renewal, request and update lives in a thread somewhere, if anyone can find it again.
Deadlines get buried
Renewal dates and time-sensitive requests get missed, not because no one cared, but because nothing was tracking them.
Documents are scattered
Client files spread across inboxes, shared drives and whoever handled it last.
Manual follow-ups
Billing issues and policy changes depend on someone remembering to circle back.
The Solution
One place for the work that actually runs the brokerage.
Nothing depends on someone remembering to check three different places.
It organizes and prepares the work; your brokers still make every decision and send every submission.
From inbox to handled.
Features
Everything in one place.
Task management
Renewals, follow-ups and internal requests tracked in one place, assigned to the right person with the right deadline, instead of buried in an inbox. Every morning, each broker sees exactly what's overdue and what's due today.
- Deadline and overdue tracking
- Task assignments with notifications
- Reminder dates and daily email digests
- Priority flags
Document management
Every incoming document is classified as it arrives (billing notice, cancellation, renewal, policy change) and filed under the right client, instead of mixed together in an inbox.
- Classification on upload
- Organized client files
- Needs review, in progress and filed queues
- Private, access-controlled storage
Employee management
Import employees, assign roles and send invitations, so a new hire has the right access on day one instead of week three.
- Employee imports
- Custom roles
- Granular permissions
- Invitation workflow
Workflow automation
A billing notice, renewal or policy change becomes a prioritized follow-up task the moment it's uploaded, linked to the document and assigned to a broker, instead of relying on someone remembering.
- Billing and cancellation notices flagged high priority
- Renewals surfaced 30 days ahead
- Policy change tracking
- Assignment and completion notifications
New client submissions
A new client's existing policies become a quote-ready submission: a checklist of what carriers need, the documents in one package, and a drafted quote request for each carrier. The broker reviews and sends every request.
- Information checklist by line of coverage
- Quote requests drafted for each carrier
- Carrier response tracking
- Broker review before anything is sent
Built for the whole brokerage.
Decide who sees what.
Access to clients, documents and settings is controlled by roles your brokerage defines. When someone leaves, their access ends immediately.
The right access on day one.
Import employees, assign roles and send invitations, so a new hire has the right access on day one instead of week three.
Built With Access Control In Mind
Client data isn't something we take lightly.
Role-based permissions
Access to clients, documents and settings is controlled by roles your brokerage defines, not open by default.
Isolated brokerage data
Each brokerage's data is separated at the database level and checked on every request, over encrypted connections.
Activity log
Administrators can see who created, changed or deleted tasks, documents, clients and roles, and when.
Access revocation
When someone leaves the brokerage, an administrator can deactivate them and their access ends immediately.
Before you ask.
BrokerOps isn't self-serve yet. Tell us about your brokerage and we'll walk you through it directly.
No. It organizes and prepares the work; your brokers still make every decision and send every submission.
Access to clients, documents and settings is controlled by roles your brokerage defines, not open by default. Each brokerage's data is separated at the database level.
An administrator can deactivate them and their access ends immediately.
Every incoming document is classified as it arrives (billing notice, cancellation, renewal, policy change) and filed under the right client.
Built by CORIT
A product from the studio.
Alongside client work, we build our own products when we keep seeing the same operational problem across an industry.
Interested?
See how BrokerOps
See how BrokerOps
can fit your brokerage.
BrokerOps isn't self-serve yet. Tell us about your brokerage and we'll walk you through it directly.