Insurance brokerage · United States
Insurance broker software development
An insurance broker received dozens of emails a day with no way to prioritize them. insights apps built BrokerFlow: it automatically classifies every message, builds an opportunity engine and flags what's getting stuck, per producer.
- Auto-classification
- Opportunity engine
- Multi-role
- Real time
What it solved
BrokerFlow went to production and is up and running.
The first complete, usable version, with scope locked in a single call. At insights apps we build it so the team can start using it and decide based on real software, not a document.
01
Everything that comes in, in one place
The day's messages are classified automatically with almost no human intervention.
02
KPIs move live
If a producer logs a case, the main dashboard numbers update instantly.
03
What's stuck, flagged on its own
The attention block gathers the cases that need a person, without checking inbox by inbox.
Yours could be next
We build the system for you
Like BrokerFlow, your idea can become a working app. Tell us what you need and in 30 minutes we'll leave the call with the scope locked and a delivery date.
BrokerFlow · Insurance brokerage · United States — custom software development by insights apps.