Insurance Agency Broker
Scale your brokerage without scaling your headcount
You manage agents, track deals across the pipeline, and need visibility into what's closing and what's stalling. An AI assistant gives you the dashboard view of your business without the dashboard price tag.
Pipeline Dashboard
See every deal across every agent without chasing status updates.
How it works
Each agent updates their deals via text or email to the shared assistant ("Moved Johnson deal to inspection")
Your assistant aggregates updates into a daily pipeline report: new listings, active offers, pending closes, stuck deals
Deals that haven't moved in 7+ days get flagged automatically with a suggested action
You get a weekly revenue forecast based on pipeline stage and historical close rates
Monthly trends show which agents are producing and where the pipeline is thinning
Result: Real-time visibility without micromanaging your team.
Agent Onboarding & Training
Get new agents productive faster with automated knowledge sharing.
How it works
Your assistant maintains a living knowledge base of your brokerage's processes, templates, and best practices
New agents can ask the assistant questions: "How do we handle dual agency?" or "What's our commission split structure?"
It provides answers based on your brokerage's actual policies—not generic internet advice
Common new-agent mistakes trigger proactive tips: "Heads up—most new agents forget to include the lead paint disclosure in pre-1978 homes"
You set up a 30-day onboarding checklist that the assistant tracks and reports on
Result: New agents ramp up in weeks, not months.
Listing Presentation Builder
Generate customized listing presentations for your agents in minutes.
How it works
An agent provides the property address and seller's priorities (speed vs. price, key features to highlight)
Your assistant pulls comps, creates a pricing strategy, and drafts a presentation outline
It includes your brokerage's branding, marketing plan template, and recent success stories from similar listings
The agent reviews and tweaks in 10 minutes instead of building from scratch in 2 hours
After the presentation, the assistant logs the outcome and refines future suggestions based on what won
Result: Every agent delivers a polished, data-backed pitch.
Commission & Split Tracking
Automate the math nobody wants to do.
How it works
When a deal closes, your assistant calculates splits based on your brokerage agreement: agent share, broker share, referral fees, franchise fees
It tracks year-to-date production for each agent against their tier thresholds
Agents approaching a higher split tier get notified: "2 more closings and you move to 80/20"
End-of-month reports show total GCI, net revenue, and per-agent production
Tax season: it generates a summary of all commissions paid by agent for 1099 prep
Result: Accurate splits, motivated agents, clean books.
Market Intelligence Briefings
Keep your team sharp with curated market data.
How it works
Your assistant monitors MLS stats, interest rate changes, inventory levels, and regulatory updates for your market
Weekly, it distributes a team briefing: "Inventory down 12% month-over-month, median DOM up 3 days, new FHA limit effective April 1"
Each briefing includes 2-3 talking points agents can use in client conversations
Quarterly, it generates a market report you can co-brand and share with your sphere of influence
When major market shifts happen (rate cuts, policy changes), it sends an alert with suggested client messaging
Result: Your team is always informed and always has something smart to say.
Recruiting Pipeline
Identify and nurture potential agent recruits.
How it works
Your assistant monitors public MLS data for agents in your area—production levels, listing activity, brokerage changes
It flags agents who might be open to a move: high producers at discount brokerages, agents whose brokerage just merged, newly licensed agents
You set criteria for your ideal recruit and the assistant prioritizes outreach suggestions
It drafts personalized recruitment messages based on the agent's recent activity
It tracks your recruitment pipeline: contacted, responded, meeting scheduled, offer made
Result: A steady stream of qualified recruits without a full-time recruiter.
Ready to set this up?
Every setup is custom-built around your workflow. We'll figure out which of these use cases matter most and have you running in days, not months.
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