BENEFITS
Solutions That Work for
Insurance Brokers
Centralized Client Records
Manage all client data, policies, and interactions in one secure place.
Smart Policy Tracking
Track policy renewals, claims, and expiries with automated alerts.
Seamless Commission Management
Automate complex commission structures across agents and plans.
Centralized Client Records
Manage all client data, policies, and interactions in one secure place.
Smart Policy Tracking
Track policy renewals, claims, and expiries with automated alerts.
Seamless Commission Management
Automate complex commission structures across agents and plans.
Solutions
Built for the Realities of
Insurance Brokerage
End-to-End Policy Management
Streamline the entire policy lifecycle—from onboarding and quoting to issuance, renewals, and cancellations. InsureBroker+ centralizes all policy data, reduces manual errors, and speeds up turnaround time.
CRM and Client Engagement
Manage client relationships with built-in CRM tools that track communications, follow-ups, and renewals. Send automated reminders, personalize outreach, and maintain a full view of client history.
Integrated Reporting and Compliance
Generate real-time reports on performance, commissions, and policy activity. Stay compliant with audit-ready logs, custom document templates, and secure digital records—all accessible in one place
Customer Success Story
CXA Group
(Now Pacific Prime)
Transforming Chaos into Capability: A Journey of Trust, Innovation, and Growth When CXA Group approached us, their operations were struggling under the weight of a software system that had become more of a liability than an asset. Provisioned by a former Odoo partner, their version was outdated, unreliable, and crashing multiple times a day—so frequently, in fact, that their in-house manager had become adept at manually restarting the server just to keep things going.