About
Independent agencies move the premium.They run on software from 1998.
Independent agencies and MGAs place a majority of US commercial premium. The software they use to do it, legacy AMSs, bolt-on CRMs, carrier portals, Excel, was designed before email was ubiquitous. BrokerageAudit is what an agency back office looks like when you start over with today's tools.
Thesis
Quote, service and renew belong on one record.
A policy is not a row in a CRM. A COI is not an attachment. A renewal is not a calendar reminder. When you model them as first-class objects, and put AI behind the UI that reads them, the back office stops being a cost center and starts being an advantage.
What we believe
Four things we're opinionated about.
Vertical beats horizontal.
A generic CRM with insurance fields will always lose to a system that models policy, renewal, endorsement and COI as first-class objects.
Policy, renewal and COI are first-class.
Not custom fields. Not a tag system. The schema itself knows what a binder-to-policy diff is and what a certificate holder requires.
AI belongs under the UI, not next to it.
The AI isn't a chat widget. It reads ACORDs, drafts carrier correspondence, and runs coverage checks before a human opens the file.
Managed service is a feature.
Most agencies don't want to be the integration team. We do the migration and run the daily back office, that's not white glove, it's the product.