iBrokerOS
For independent P&C & Life agencies

The busywork, handled.
The decisions, yours.

iBrokerOS runs the busywork of a small agency end to end — lead capture, cross-sell, book-health analytics — and stages every AI-drafted action for a human to approve. The book grows; the producer stays in control.

Coming soonView pricing

Works with your existing AMS · Built for 1–5 producer shops

Approval queue

Follow-up drafted

Sarah M. — auto policy inquiry, 2h ago

Approve

Coverage gap flagged

Chen family — umbrella missing

Approve

Annual review scheduled

Whitfield Group — renews in 34 days

Approve

Nothing sends without your yes.

01

It reads

Documents, inboxes, and forms — parsed the moment they land, no re-keying.

02

It drafts

A follow-up, a gap flag, a renewal note — written in your voice, queued, never sent.

03

You approve

One tap. That's the whole workflow. Nothing moves without your yes.

An operating system, not another login

Your AMS stores the book. iBrokerOS runs the busywork around it — nothing else to migrate to.

Coming soonView pricing