Core
Multi-carrier quote runner
One intake fans out to every appointed carrier — portals, rater and email markets alike. Results land in a single comparison board instead of nine browser tabs.
AI-native quoting · built for independentsSend one submission.
Send one submission.
Get every carrier's quote back.
BrokerPilot is the quoting platform for independent insurance brokers and small agencies. Automate multi-carrier quoting and submission, client communication and compliance — without the cost or the six-month rollout of an enterprise AMS.
Founding agencies keep launch pricing for a full year. No card, no demo call to sit through.
11 min
Median time from intake to quotes back
14
Carriers reached from a single submission
6.5 hrs
Admin hours returned per producer, per week
Illustrative figures from BrokerPilot's design-partner program.
Live submission
Sample dataMillbrook Bakery & Café
Business Owner's Policy
- Location
- Asheville, NC
- Size
- $1.2M revenue · 9 employees
- Effective date
- Effective Sep 1
Ironvale Mutual
Best fit · matches prior limits
$4,180QuotedCascade P&C
Higher deductible option
$4,615QuotedHarborline Specialty
Adds equipment breakdown
$5,040QuotedNorthwind Casualty
Submission acknowledged
—Quoting…Redrock General
Outside class appetite
—Declined
3 quotes back in 00:11:24Proposal drafted · awaiting your review
Design-partner agencies
- Whitfield Risk Partners
- Elias & Co. Insurance
- Northgate Benefits
- Cedar Line Agency
- Harborstone Brokers
How it works
Three steps from a messy note to a client-ready proposal
Quoting is the job. BrokerPilot is built around it instead of bolting it onto a system of record.
01
Drop in the intake
Forward the client's email, upload a loss run, or fill the short form. BrokerPilot extracts the exposures and flags what's missing before you submit.
02
Fan out to every market
Pick the carriers from your appointment list — or let the appetite engine rank them — and send one submission to all of them at once.
03
Compare and present
Quotes come back into one board with coverage differences called out. Generate a branded client proposal in a click and log it to the compliance trail.
Tuesday, without BrokerPilot
- Nine carrier portals, nine logins, one afternoon gone
- Submission details retyped from an email into every form
- Renewals remembered by whoever glances at the calendar
- "Did we send them that quote?" answered from memory
- Commission statements reconciled in a spreadsheet, if at all
Tuesday, with BrokerPilot
- One intake fans out to every appointed market at once
- AI drafts the submission packet; you review and approve
- 90/60/30-day renewal workflows fire on their own
- Every quote presented and declined is timestamped for you
- Statements matched against expected commission automatically
The platform
Everything a small agency runs on, nothing it doesn't
Six capabilities, all included in the base plan. No modules to unlock, no per-submission metering.
AI-native
AI submission drafting
Turn a messy client email or a phone note into a clean, ACORD-ready submission packet with a broker cover note. You review and approve; nothing goes out on its own.
Core
Renewal autopilot
90/60/30-day workflows fire on their own: re-market checks, exposure change questions, and a client-ready renewal summary drafted before the call.
Core
Client communication hub
Every email, text and document for an account in one thread — with reusable templates for binders, COI requests and proof-of-coverage follow-ups.
Core
Compliance & E&O trail
Every quote presented, every coverage declined, every disclosure sent — timestamped automatically. Export a defensible account file in one click.
Core
Commissions & book insights
Reconcile carrier statements against expected commission, spot missing payments, and see hit ratio, retention and producer performance without a spreadsheet.
Where we fit
Between a basic CRM and an enterprise AMS
Small independents get squeezed: agency suites are priced and scoped for far bigger shops, while generic CRMs know nothing about carriers or compliance. BrokerPilot sits in the gap — and starts at the quote.
Generic CRM~$50/mo · no carrier context
BrokerPilot$249/mo · quoting-first
Enterprise AMSQuote-based · implementation project
| Dimension | BrokerPilot | Enterprise AMSe.g. Vertafore | Comparative ratere.g. EZLynx | Agency CRMe.g. AgencyBloc |
|---|---|---|---|---|
| Primary job it's built around | Quoting & submission first | System of record / agency management | Personal-lines rating | CRM & commission tracking |
| AI drafting of submissions | Included in every plan | Varies by plan / module | Varies by plan / module | Not the product focus |
| Typical buyer size | 1–15 person independents | Mid-market to enterprise | Personal-lines agencies | Benefits & life agencies |
| Onboarding | Self-serve, live the same day | Implementation project | Carrier appointment setup | Data migration project |
| Pricing shape | $249/mo flat, 3 seats included | Quote-based, per seat + modules | Quote-based | Quote-based, per seat |
Category summary for orientation only — it describes what each type of product is primarily built around, not a feature-by-feature audit. Capabilities and pricing vary by vendor, plan and carrier appointment. Vertafore, EZLynx and AgencyBloc are trademarks of their respective owners and are not affiliated with BrokerPilot.
Live demo
Quote Copilot reads the note you actually wrote
Brokers don't get clean intake forms. They get a forwarded email and half a phone call. Paste one in and watch it become a structured submission — exposures extracted, missing information flagged, coverage questions raised.
- Runs on a real language model through your own API key
- Nothing is stored — the note is processed and discarded
- Drafts only: a licensed human approves everything that ships
Quote Copilot
Needs an AI keyAdd your AI key to switch the Copilot on
This demo runs on a real language model, not a canned response — so it stays switched off until an API key is available. Add either secret to the project and the Copilot goes live on the next load.
OPENAI_API_KEYplatform.openai.com → API keysGEMINI_API_KEYaistudio.google.com → Get API keyKeys are read on the server only and are never sent to the browser. Either provider works — OpenAI is used first when both are present.
Broker stories
Built with the agencies who live in the portals
Illustrative quotes from BrokerPilot's design-partner program.
We used to block out a full afternoon to market one commercial account. Now the submission goes out in ten minutes and I spend the afternoon with the client instead of a portal.
Dana Whitfield
Principal, Whitfield Risk Partners · Boise, ID
The compliance trail sold my partner. Every quote we presented and every coverage the insured turned down is timestamped without anyone remembering to write it down.
Marcus Elias
Managing Broker, Elias & Co. Insurance · Columbus, OH
We're a three-person shop. An enterprise AMS quote was more than our rent. BrokerPilot gave us the parts we actually use at a number we didn't have to think about.
Priya Raman
Founder, Northgate Benefits Group · Austin, TX
Pricing
One price per agency, seats included
Priced for small independent brokerages — above a basic CRM, far below an enterprise agency suite.
Most agencies start here
Agency
The core platform for an independent brokerage.
$249/month
3 seats included · +$39 / additional seat / mo
- Unlimited multi-carrier submissions
- AI submission drafting & intake extraction
- Renewal autopilot (90/60/30-day)
- Client communication hub
- Compliance & E&O trail with exports
- Commission reconciliation
- Email support, same-day onboarding
Agency Plus
For growing agencies with multiple producers.
$449/month
10 seats included · +$29 / additional seat / mo
- Everything in Agency
- Producer scoreboard & hit-ratio analytics
- Custom proposal branding
- Carrier appetite rules per producer
- API access & webhooks
- Priority support with a named contact
Network
Clusters, aggregators and multi-location agencies.
Let's talk
Unlimited seats · Volume pricing
- Everything in Agency Plus
- Multi-agency roll-up reporting
- Single sign-on (SAML)
- Custom carrier integrations
- Migration assistance
- Dedicated onboarding manager
No implementation fee, no per-submission charge, no annual lock-in on monthly plans. Prices in USD.
Questions
The things brokers ask us first
No. Most tools in this category start as a system of record and bolt quoting on afterwards. BrokerPilot starts at the quote: intake, multi-carrier submission and comparison are the product. We keep the account, policy and compliance records you need around that workflow — without asking you to run an enterprise AMS implementation.
Your appointed markets. BrokerPilot works with carrier portals, comparative raters and email-market submissions, so carriers without a modern API are still part of the same fan-out. During onboarding we map your appointment list so day one looks like your real book.
Never. The AI drafts — you approve. Submissions, proposals and client emails all sit in a review step with the source data shown next to the draft, so a licensed human signs off on everything that leaves the agency.
Same day for most agencies. There's no data migration required to start quoting: connect your email, add your carrier appointments, and run your next submission through BrokerPilot. Historical book import is available whenever you're ready for it.
The Agency plan is $249 per month for the whole agency, with 3 seats included — a seat is one licensed user with their own login. Additional seats are $39/month. There's no implementation fee and no per-submission charge.
It's yours. Export accounts, policies, documents and the full compliance trail as structured files at any time, including after cancellation. No exit fee, no hostage-taking of your book.
Founding agencies · 2026 cohortStop retyping submissions.
Stop retyping submissions.
Start quoting.
Join the waitlist and we'll hold you an onboarding slot in the founding-agency cohort — launch pricing locked for your first year.
No credit card. No sales call required. Unsubscribe any time.