Software for Insurance Brokers. From Intake to Renewal.
A brokerage runs on information arriving in the right order: the quote request, the documents behind it, the market submissions, the binder, and the renewal a year later. Most of it arrives by email and phone, and most of the work is chasing what has not arrived yet. We build the system that does the chasing and keeps the file complete.
What Software Helps an Insurance Brokerage Run Faster?
Insurance brokerage software around the broker management system handles quote intake, document collection, renewal tracking, client follow-up and file notes, so the file starts complete and renewals are worked early. AltaPro AI builds it for Alberta brokerages, with a licensed person signing off on anything that needs one.
- Quote intake
- Document collection
- Renewal tracking
- Client follow-up
- File notes and audit trail
- Broker management system integration
Where It Actually Leaks.
Quote requests arrive half-finished
A web form, an email, a phone call — each with a different subset of what you need. Someone spends the first day of every quote chasing the vehicle list, the loss history or the square footage.
Documents live in inboxes
Signed applications, driver abstracts, photos and declarations sit in personal email folders. Assembling a complete file for a submission or an audit is its own project.
Renewals sneak up
The renewal date is in the broker management system, but the work of re-marketing, collecting updated details and talking to the client starts too late, and a good client gets a rushed renewal.
Follow-up depends on memory
The prospect who wanted a home quote after their closing date, the commercial client adding a vehicle in spring — the follow-up exists only if somebody wrote it down and remembered to look.
File notes are uneven
Every conversation should leave a record of what was advised and what the client chose. Under pressure the notes get shorter, and the file that matters in a dispute is the one with the gap.
The same details get typed three times
Client details go into the intake form, the broker management system and each market's portal by hand, and every re-keying is a chance to get something wrong.
Built Around How You Actually Run.
Scope is set against your operation, not against this list — but this is the shape of a build in this sector.
Intake that asks for everything
Quote requests captured with the questions each line of business actually needs, so the file starts complete and the follow-up for anything missing goes out automatically.
Document collection that chases itself
Clients upload what is needed through a secure link, the system tracks what is outstanding, and reminders go out until the file is complete — attached to the right client, not someone's inbox.
Renewals worked early
Every renewal surfaced on a schedule you set, with the updated-information request sent to the client and the task assigned to the right person well before the date.
Follow-up that keeps going
Prospects and clients get the next touch when it is due — after a closing date, before a season, when a policy changes — written your way, with consent and unsubscribe handled.
File notes and a full trail
Every call, email and decision recorded against the client file with who, when and what was advised, so the file holds up when someone asks a year later.
Connected to your broker management system
Client and policy details flow into the system you already run instead of being typed twice, and anything sensitive waits for a licensed person to sign off before it goes out.
Built on Work That Runs Today.
Running in production today: a phone-first quoting platform that took an Edmonton landscaping company from about four hours per quote to under twenty minutes, structured estimating that took a demolition contractor's bid preparation from two or three hours down to minutes, and one operations platform that replaced five separate systems for a general contractor working across Edmonton and Calgary. All figures are client-reported, not independently audited.
Structured intake, documents attached to the right record, approvals in writing and follow-up that runs on schedule are the same mechanics behind every system we run in production. A quote file and a bid package have a lot in common.
The Rules, Built In.
The records your industry is held to are captured as the work happens, not rebuilt when someone asks. Systems can be hosted in Canada when you need it, and your data stays yours. How we handle security and data.
Licensed sign-off
Coverage questions, recommendations and anything that needs a licensed broker route to your team, and every customer-facing message can be held for approval — supporting the standards the Alberta Insurance Council sets for licensees.
Complete client files
Every call, email, document and decision recorded against the client file with who, when and what was advised, so the file supports an errors-and-omissions review.
Privacy & anti-spam
Personal information handled to Alberta's Personal Information Protection Act and PIPEDA, and every follow-up message built for Canada's anti-spam law — consent recorded, unsubscribe honoured at once.
Permissions & audit trail
Permission levels by role, a record of who changed what and when, and anything customer-facing that needs a person held for sign-off. That safeguard layer is AltaGate, and it is in every system we build.
Insurance Brokerages, Answered.
Does This Replace Our Broker Management System?
The broker management system stays the record of your policies. We build the intake, document collection, follow-up and task layer around it and connect the two, so details are entered once.
Who Answers Coverage Questions?
A licensed person on your team. Coverage questions, recommendations and anything that needs a licensed broker are routed to your staff, and every customer-facing message can be held for sign-off. That safeguard is AltaGate, and it is in every system we build.
What About Privacy and Compliance?
Client information is handled to Alberta's Personal Information Protection Act and Canada's anti-spam rules, with consent tracking, permission levels by role and an audit trail on every file. It can be hosted in Canada when you need it, and your data stays yours.
How Long Before Something Is Live?
Builds are phased so the piece that removes the most chasing ships first — usually intake and document collection — rather than waiting on a complete system. The first call maps that sequence against your brokerage.
What Does It Cost?
It depends on your lines of business, your team size and what it connects to. On the 30-minute call we map how a quote and a renewal move through your office and give you a rough cost range.
Start with the operation, not the software
Book a 30-Minute Call.
30 minutes. We map how work moves through your operation today, show you where it leaks, and give you an honest read on whether we are the right people to build it.
Edmonton, Alberta · No commitment · 587-937-6948
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