Product workflows for the work brokers handle every day.
See how Brokerly keeps client records, renewals, quotes, claims, email context, and team follow-up connected in one workspace.
14-day free trial. No credit card required. Setup help included.
Dashboard
Start the day with the work that needs attention.
See upcoming renewals, open follow-ups, recent activity, and where the team needs to act.
Dashboard
Client records
Keep the full client file in one place.
Policies, quotes, claims, documents, notes, and activity should live around the client, not across disconnected tools.
Contact detail
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Contact detail
Policies and renewals
Make renewals visible before they become urgent.
Track renewal dates, owners, status, and next actions so the team knows what is coming.
Policies list or policy detail
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Policies list or policy detail
See Brokerly with your workflow.
14-day free trial. No credit card required. Setup help included.
Quotes
Track quote follow-up without inbox archaeology.
Keep quote records, status, notes, documents, and next actions tied to the client.
Quotes list or detail
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Quotes list or detail
Claims
Keep claim context easy to find.
Store claim status, notes, documents, and communication history where the account team can find it.
Claim detail
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Claim detail
Email context
Bring important email into the client workflow.
Connect email accounts and keep relevant conversations near the records they affect.
Inbox or linked email panel
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Inbox or linked email panel
Team handoffs
Help another team member pick up the work.
Owners, notes, activity, and records make handoffs easier when a client needs help.
Assigned owner, team view, or activity
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Assigned owner, team view, or activity
Admin setup
Fit Brokerly to the way your brokerage works.
Use team settings, business profile, templates, insurers, and custom fields if those are launch-ready.
Settings
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Settings
Ready to get your time back?
Start a free trial and we will help identify the first workflow worth setting up.