The workspace
your agency runs on.
Talk through a renewal in a space, hand the census request to a teammate, and keep every client, policy, and deadline where the whole team can see it. One tab instead of five.
Summit Foods came back at +14%. Getting UHC and BlueCross quotes today.
@Sarah can you pull the census? Renewal is Sep 15.
Pull Summit Foods census
Assigned to Sarah · Due Jul 18
The problem
Most agencies run on tools that don't talk to each other.
The book lives in a spreadsheet
A renewal date buried in column AQ doesn't surface until a client asks where their quote is. Nobody gets alerted, because spreadsheets don't alert anyone.
The work lives everywhere else
The census request is in email. The follow-up is in a group text. The to-do is on a sticky note. Ask who owns the Anthem quote and you'll get three different answers.
A missed deadline has real consequences
A lapsed policy or a surprised client isn't just an inconvenience — it puts your relationship and your E&O exposure at risk.
What you get
The whole agency, in one place.
Workspace
Where the team talks
A space for every team, client, or running conversation. Threads keep the noise down, reactions close the loop, and an @mention notifies exactly the person who was named. Need a quick word instead? Send a direct message.
Acme's renewal packet just landed. Census attached.
Quoting UHC and Anthem this week. Current plan renews at +14%.
@Sarah can you confirm the dental rates before Thursday?
Book of business
Every group, every policy, every carrier
Medical, dental, vision, life, disability: the full picture of what you manage for each employer group, without opening a spreadsheet. Keep your carrier reps' names and numbers where the whole team can find them, and bring your existing book in with one CSV import.
| Client | Lines | Carrier | Renewal |
|---|---|---|---|
| Acme Corp | MedicalDentalVision | Anthem | Aug 1 |
| Redwood Staffing | MedicalLife | Kaiser | Aug 15 |
| Valley Credit Union | MedicalDentalVision | BlueCross | Sep 1 |
| Summit Foods | Medical | UHC | Sep 15 |
Column mapping
Compliance and deadlines
Nothing sneaks up on you
The dashboard sorts everything by urgency: overdue first, then this week, then this month. Compliance items and renewal dates sit in the same view, and reminder emails go out on the cadence you set. You open the app and immediately know where to focus.
- Coastal Insurance — Medical
- Pinecrest Group — Dental
- Metro Staffing — Medical
- Summit Foods — Medical
- Irongate Mfg — Life
- Valley CU — Vision
120 days before renewal
Renewal owner + client
90 days before renewal
Renewal owner + client
60 days before renewal
Renewal owner + client
30 days before renewal
Renewal owner + client
14 days before renewal
Renewal owner + client
Renewal pipeline
The annual cycle, start to bound
Move each renewal from Upcoming through Gathering, Quoting, Presented, and Bound. One-click bind records the winning carrier and rolls the policy forward a year. Rate trends show how each group's increase has moved, so you walk into the meeting knowing the number.
And everything around it
Task lists
Group the work into lists, assign owners and due dates, and see who finished what.
Comments on the work
Comment threads live directly on clients and renewals, so the context stays with the record.
A quiet notification inbox
The bell rings for mentions, replies, and assignments about you. Nothing else.
Your carrier list
Keep the brokerage's own carrier list in settings, so quotes and binds use the names you actually work with.
Client detail and policy history
Open any client for a full policy history and a breakdown of every coverage line you manage for them.
Runs like a desktop app
Install BrokerLogs on your computer and keep it open all day, right next to your inbox.
Security and privacy
Designed for multi-tenant use from day one.
Per-brokerage data isolation
Your client data never touches another brokerage's records. Each organization is scoped at the database level — not just filtered in code.
Flexible, secure sign-in
Sign in the way your team already works. No separate passwords to manage, no new credentials to share with your team.
No PHI collected
BrokerLogs stores renewal dates, premiums, carrier names, and group metadata. It does not collect member health data, diagnoses, or claims information.
Built on Vercel and Neon
Deployed on infrastructure with SOC 2 coverage. Database connections are encrypted in transit. No servers to manage on your end.
Pricing
Priced for brokerages, not enterprise IT.
We price per brokerage, not per seat. If you have questions about what makes sense for your shop, reach out directly.
Talk to us
Pricing is set based on your book size. No public tiers yet.
- Every feature included: spaces, tasks, client book, pipeline
- Unlimited clients, policies, and renewal records
- Team access for your whole brokerage
- Flexible SSO and sign-in options included
- Automated renewal reminders included
Stop running your agency out of five tabs.
Get your book and your team into BrokerLogs and know — today — exactly what needs your attention.