Custom Software for
Your Insurance Broker
Application for insurance brokers to manage policies, clients, claims, and carrier information.
One App That Runs Your Entire Business
Generic off-the-shelf solutions hold your business back. When you work with a Platfio agency, you get a fully custom application built specifically for how your insurance broker operates — not a one-size-fits-all template that forces you to change your processes.
Your app is infinitely expandable. Start with what you need today, and add capabilities as you grow. Every feature is designed around your brand, your workflow, and your customers.
- 100% custom to your brand, workflow, and customers
- Infinitely expandable — add features any time
- AI-powered development for faster, affordable delivery
- Own your platform — no per-seat fees or vendor lock-in
Purpose-Built Features
Every insurance broker app built by a Platfio agency includes features designed specifically for your industry.
Policy Management
Track active policies, renewals, and coverage details for all clients
Client Relationship Manager
Maintain detailed client profiles, communication history, and needs analysis
Claims Processing Workflow
Streamline the claims process from initial report to settlement
Quote Generation Tool
Quickly generate and compare quotes from multiple insurance carriers
Business Benefits
Discover how a custom app can transform your insurance broker business and give you an edge over competitors stuck on generic tools.
Increased Operational Efficiency
Automate policy renewals and administrative tasks to save time
Better Client Service
Provide faster and more accurate service with all client info at your fingertips
Simplified Claims Handling
Improve the claims experience for clients with a clear and efficient process
Faster Quoting
Win more business by providing quick and competitive insurance quotes
Everything You Need, In One Place
Your custom insurance broker app isn't just a single tool — it's an entire business platform. These capabilities come standard and can be tailored to exactly how you operate.
Point of Sale
Accept payments, process transactions, and manage sales — in-store, online, or on the go.
CRM & Client Management
Track every customer, lead, and interaction. Build relationships and close deals with a CRM shaped to your sales process.
Marketing & Campaigns
Run email campaigns, push notifications, and promotions. Handle all your marketing from inside your app.
Team & Task Management
Add unlimited team members, assign tasks, track progress, and manage roles and permissions across your organisation.
Booking & Scheduling
Let customers book services, appointments, or reservations. Automated reminders reduce no-shows.
Forms & Data Collection
Build custom forms for enquiries, onboarding, surveys, and intake. All submissions flow into your database automatically.
Custom Databases
Build databases for any purpose — inventory, products, contacts, records — and display them to users with search, filters, and exports.
Payments & Subscriptions
Accept one-time payments, recurring subscriptions, invoices, and deposits. Integrated payment processing with full reporting.
Analytics & Reporting
Real-time dashboards, custom reports, and business intelligence tailored to the metrics that matter to your insurance broker.
Grow, Diversify & Streamline Your Business
Your app grows with you. As your insurance broker evolves, add entirely new capabilities — turning your app into a platform that handles everything.
Online Courses & Learning
Create courses, tutorials, and training content for customers or staff.
Community Building
Build forums, discussion boards, and member communities around your brand.
E-Commerce & Digital Products
Sell physical or digital products, manage catalogues, and handle fulfilment.
Service Bookings
Add bookable services with availability calendars, deposits, and confirmations.
Subscription Services
Offer memberships, recurring packages, and subscription billing with automated renewals.
Client Onboarding
Automate intake forms, document collection, and step-by-step onboarding flows for new customers.
Workflow Automation
Automate repetitive tasks, approvals, notifications, and handoffs to streamline your operations.
Document & Contract Management
Generate, send, and track documents, proposals, and contracts from within your app.
Ready to Get Started?
Sign up to connect with a Platfio agency that builds custom software for insurance broker businesses like yours.