BrokerageAudit
About Us

We're building the backoffice
insurance agencies deserve

Independent insurance agencies are the backbone of the industry, but they're stuck with manual processes that waste time, create errors, and expose them to E&O risk. BrokerageAudit fixes that with AI built specifically for insurance operations.

Our mission

Give every independent insurance agency access to the same operational technology that large carriers and national brokerages have built in-house — without the enterprise price tag, the 12-month implementation, or the 50-person IT team.

The problem we solve

E&O exposure from manual work

Every policy checked by hand is a missed endorsement waiting to become a claim. Manual processes are the #1 source of E&O liability in independent agencies.

Hours lost to document processing

The average CSR spends 40-60% of their day on data entry from policies, certificates, and ACORD forms. That time should be spent on clients.

Revenue leaking through the cracks

Without automated commission reconciliation, agencies miss 3-5% of earned income. Renewal dates slip. Certificate requests pile up.

Meet the founder

JS

Javier Sanz

Founder & CEO

Fintech executive who built a regulated digital broker-dealer from zero to 5M+ users, culminating in an acquisition by a tier-one US investment bank. $145M+ in cross-border M&A executed. Licences secured across 10+ jurisdictions on 4 continents. Harvard, CUNEF (Valedictorian).

Company

Founded

2025

Headquarters

Dubai, United Arab Emirates

Focus

AI-powered backoffice for insurance agencies

Stage

Bootstrapped, revenue-focused

Try BrokerageAudit for your agency

14-day free trial. No credit card required. Cancel anytime — money-back guaranteed.

Weekly insurance operations intelligence

Actionable insights on agency automation, compliance updates, and backoffice best practices — written for brokerage owners and ops managers.

  • E&O prevention tips from real agency workflows
  • Regulatory updates that affect your brokerage
  • Carrier market intelligence and rate filing alerts

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Bank-Level Encryption
Integrates with Applied Epic, AMS360, HawkSoft, EZLynx, NowCerts
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