Every broker gets the full workspace for client records, renewals, quotes, claims, documents, notes, and email context.
Full workspace included. Monthly and annual billing available.
FAQ
What brokers usually want to know about pricing.
Everyone who logs in counts as a user, including producers, account managers, admins, CSRs, and support staff.
Yes. You can switch to annual billing to save 20%. If you are on annual billing, you can switch back to monthly when the annual term ends.
You can choose whether to continue. We will remind you before the trial ends, and the full workspace is available during the trial.
Yes. The pricing is built around one full workspace instead of separate modules for renewals, quotes, claims, documents, email context, and client records.
Monthly plans are month-to-month. Annual plans are billed upfront for the year and can be changed at the next renewal.
Yes. Your data belongs to your brokerage. Contact Brokerly before paid rollout if you need a specific export or migration format.
Brokerly is carrier-agnostic. It is designed to organize the client, policy, quote, claim, document, and email workflow around the relationships you already manage.
Yes. Setup help is included so the first workflow can be configured around how your brokerage actually works.
Start a free trial and we will help identify the first workflow worth setting up.