One workspace for your
day-to-day work.
Room to add more.
Bring client details, history, communications, quotes, policies, claims, documents, tasks, and follow-ups together in one workspace. Add optional modules based on the features your brokerage needs.
Brokerly Core workspace
Your everyday brokerage workspace. Connected.
Our core workspace gives you everything you need to manage your insurance work in one clean, connected place.
Core Workspace Features
Easily see what needs your attention and plan your day.
Business insights, renewals, quotes, claims, and tasks come together so you and your team know what to work on next.
Business performance
Review retention, new business, and book movement to see how your brokerage is performing.
Priorities and tasks
Review upcoming renewals, open quotes, claims, and tasks to plan your next steps.
Activities and notes
Share updates and notes with your team, linked to the contacts, policies, quotes, and claims they concern.
Manage your conversations with the full customer picture in view.
Emails, messages, and attachments stay connected to customers, policies, quotes, and claims so your team can pick up where the conversation left off.
Email and insurer communications
View and manage emails, CSIO messages, and other communications in one place.
Conversations linked to records
Link conversations to the customer, policy, quote, or claim they concern.
Message attachments
Find files alongside the conversations and customer records they relate to.
Build relationships with each customer by seeing their whole story in one place.
Contact details, conversations, policies, and history stay connected so you can see where things stand and what each customer needs next.
Customer details and history
Review contact information alongside linked records, documents, and past activity.
Insights and next steps
View customer performance and manage upcoming priorities, tasks, and follow-up.
Email and communications
Read and manage conversations from the customer record, with their details close at hand.
Keep every quote moving from the first request to the final decision.
Customer details, insurer responses, documents, and follow-up stay connected so your team can see where each quote stands and what comes next.
Quote requests and status
Track insurance types, request dates, and progress for each customer’s quotes.
Insurer responses and decisions
Review insurer responses alongside the decisions recorded for each quote request.
Documents and follow-up
Attach supporting files and record notes and next steps against the quote.
Easily manage the full policy lifecycle with everything connected.
Customers, policies, documents, and activities stay connected from the first quote through renewal and claims.
Policy details and linked records
View each policy with its customer, insured assets, and supporting documents.
Renewal tracking
Track renewal dates, stages, notices, and tasks to see what needs attention.
Policy activity and notes
Review policy history, share team notes, and keep track of follow-up throughout the policy lifecycle.
Support your customers through each claim with everything at hand.
Claim details, policies, documents, and updates stay connected so your team can follow progress and keep track of the next steps.
Claim details and status
Record dates of loss and claim amounts, and track each claim’s progress.
Customer and policy links
See which customer and policy a claim belongs to without piecing together separate records.
Documents and follow-up
Keep supporting files, team notes, and next steps with the claim.
Clearly see what your customers own and how it is covered.
Asset details, coverage status, and documents stay connected to customers and policies so your team can see what needs protection and when coverage is due for renewal.
Asset details
Organize the types and details of assets each customer needs insured.
Coverage and policy links
View an asset’s customer, associated policies, coverage status, and renewal dates.
Asset documents
Attach supporting files to the asset record so your team can find them alongside its details.
Find the right documents, right where you are working.
Files stay connected to customers, assets, quotes, policies, and claims so your team can find the latest documents without searching across separate folders.
Document uploads and attachments
Attach files to the customer, asset, quote, policy, or claim they support.
Current documents
Find the latest documents on customer records and their associated items.
Team access
Give colleagues access to files from the records they are working on.
Optional Modules
Extra functionality for your brokerage.
We're actively building optional modules for CSIO and carrier integrations, quote comparatives, accounting and compensation, digital signatures, and payment collection.
Launching Soon
Request early access to Brokerly.
We are currently building Brokerly with a limited number of insurance brokers. We plan to launch in late 2026 or early 2027.
No commitment required — click for more details.