Now in early access

Less admin, more deals.

Manage your pipeline, rate quotes instantly, track claims, and reconcile commissions — all without leaving the platform.

Trusted by brokers across the region

LIA
Fidelity
MedGulf
Bankers
Libano-Suisse

Sound familiar?

Half my clients are in a Google Sheet. The other half are in my drawer.

Operations manager, mid-size brokerage

Every quote means opening four PDFs and squinting at numbers for twenty minutes.

Senior broker

We only find out we missed a renewal when the client calls us angry.

Agency owner

See it in action

Explore the platform — dashboard, rating engine, pipeline, and accounting — all in one place.

Home
Active Policies
1,284
Open Quotes
46
Open Leads
23
Renewals This Month
18
Pending Claims
12
Expiring Policies
9
Work queue6 remaining
Time-sensitive
Marc KhouzamiMotor All Risk · Follow-up overdue by 2 days
Snooze
Anthony Attieh — TravelExpires Mar 30 · No renewal created
Create renewal
Tony Reaidi$2,400 overdue · Motor Collision
Record payment
Sales pipeline
Patrick Saber — Medical In-PatientQuoted 14 days ago · No response
Follow up
Accounting
Edmond Rizk — Health$860 commission pending allocation
Allocate
Bankers Assurance$12,500 pending · 3 policies
View insurer

Automate the busywork

Renewal reminders, payment follow-ups, quote requests, and client statements — sent via email or WhatsApp with one click, or fully automatic.

Listening
Policy due for renewalTrigger 30 days before expiry
Scheduled
Send renewal to clientEmail + WhatsApp renewal notice
Pending
Request rates from insurerEmail quote request to 3 partners
Pending
Send payment requestWhatsApp reminder before due date
Pending
Send SOA to clientStatement of account via email

Everything your brokerage needs

CRM, accounting, reports, and a rating engine — purpose-built for insurance brokers.

Fig_01
CRM

Every contact, lead, quote, policy, and claim in one connected graph. No more toggling between spreadsheets.

Explore CRM
Marc KhouzamiIndividual
3 policies1 claim
New
LeadMotor All Risk
Draft
QuoteMedical Group — 3 rates
Pending
PolicyProperty Fire — Active
Filed
ClaimMotor Collision
Fig_02
Accounting

Premiums, commissions, and agent payouts — tracked from collection to disbursement with bulk actions.

Explore accounting
Pending
Premium receivedClient payment collected
Waiting
Suggest commissionAuto-calc from plan rates
Ready
Bulk allocateAssign commissions at once
Marc K.
$420
Tony R.
$380
Anthony A.
$290
Patrick S.
$310
+8 more
Queued
Bulk payoutOne-click agent payout
LIA
$1,240
MedGulf
$860
Fidelity
$540
+9 more
Pending
Generate SOAStatement per client
Fig_03
Reports

Built-in dashboards for the metrics that matter, plus a custom report builder to slice data any way you need.

Explore reports
Built-in Reports
Total Premium$4.2M+8% vs last qtr
Loss Ratio42%-3% vs last qtr
Monthly Premium Trend
JanFebMarAprMayJunJulAug
By Line of Business
Motor38%
Medical28%
Property18%
Travel16%
Custom Report Builder
Dynamic
Active Filters
Group: Line of BusinessDate: Last 6 monthsMetric: Premium
Premium by Line of BusinessLast 6 months
Motor
92%
Medical
58%
Property
35%
Travel
22%
Export PDF
Fig_04
Rating Engine

Compare rates across insurers instantly. Motor, Medical, and Travel lines with auto-filled client details.

Explore rating engine
InsurerMotorRating
MedGulf
$1,245
4.8
Bankers
$1,380
4.5
Fidelity
$1,520
4.3
Compare rates across insurers instantly
Motor, Medical, and Travel lines supported
Auto-fill vehicle and client details
One-click quote generation

Start with a 14-day
free trial of Pro.

Ready to streamline your brokerage?

Get started in minutes. No credit card required. Our team is here to help you migrate and get up to speed.