Real Impact. Designed for the Trading Desk.
BrokerPRO delivers measurable advantage for Producers and their teams through insight and automation.
Created By Brokers. For Brokers.
The Power of the PRO Suite: Growing, Evolving, Delivering Results
Built by brokers for brokers, each PRO Suite data product solves real challenges and adds to a dynamic, evolving toolkit shaped for the realities of today’s insurance market.
The PRO Suite
Connect
Modernize your ability to harness, leverage and monetize data.
Digitize
Get out of spreadsheets and enable modern client experience
Benchmark
Grow using high-quality, trusted national benchmarks
Automate
Increase your firm’s effectiveness with digital agents
Real Impact, Designed for the Trading Desk
BrokerPRO delivers measurable strategic advantage for Producers and their teams through insight and automation.
INCREASE IN
32
Higher Win Rates
131
Larger Deal Sizes
19
Time Saved Daily
Why Brokers Choose BrokerPRO
Security &
Privacy First
Enterprise Security with Startup Agility
BrokerPRO gives every subscriber a dedicated and isolated environment instead of shared infrastructure. You gain innovation speed while maintaining strong data protection. It is security designed for brokers working in today’s complex insurance landscape.
- Complete Data Separation: Individual AWS accounts per subscriber (like having your own private vault)
- U.S.-Only Operations: All data and network traffic restricted to United States borders
- Industry Certifications: SOC 2 compliance (targeted mid-2026
“In our last penetration test, experts found zero high or medium risks in our latest assessment.”
Proven
Business Impact
Freed Time is the Currency of Growth
BrokerPRO delivers quantifiable outcomes that strengthen your bottom line and improve operational efficiency. The results are clear and directly tied to how brokers win, retain, and grow business.
- 32 percent higher win rates when using BrokerPRO data products
- 131 percent larger deal sizes on average
- 1.5 hours saved daily per GenPRO user, equal to 19 percent of the workday
“Tasks that often took hours to complete now take less than a minute.” – Risk Management Sales Director
Private, Independent Broker Ownership
Created by Brokers. For Brokers.
BrokerPRO is in it for the long-term. Unlike most insurtechs, BrokerPRO is 100% owned by private and independent brokers who are not looking for an exit. Every product reflects direct industry experience and improves through subscriber input.
- Real benchmark data built from actual client and prospect information
- Authentic insights from aggregated and anonymized data across leading brokerages
- Subscriber feedback that actively shapes product enhancements
- A data advantage that strengthens as the subscriber network expands
Unlike competitors who share infrastructure, BrokerPRO provides dedicated, isolated environments for each subscriber giving you both innovation speed and data protection confidence.
” I believe using BrokerPRO is a differentiator for us as a firm, showing our clients that we are invested in technology.”
Modern Data
Infrastructure
Best-in-Class Technology Stack
BrokerPRO is built on an independent, enterprise grade architecture that delivers rapid innovation while maintaining strong security and long term scalability. This modern foundation ensures consistent performance, reliable access to insights, and the flexibility needed to support evolving broker workflows.
- Private and secure generative AI models using the most current LLM from Anthropic Claude
- Digital Core as a Service offering modern data access and reduced spreadsheet dependency
- Automated data orchestration, quality monitoring, and integrated systems
- Dedicated team of technical and subscriber success experts
- Rapid, iterative development based on feature requests from our Subscribers
Adoption
Excellence
High Touch Ongoing Success
BrokerPRO delivers more than onboarding. Subscribers gain a long term partner who understands brokerage operations and works directly with their teams to drive lasting adoption, skill development, and process improvement. This partnership powered approach transforms technology into real outcomes that grow stronger over time.
- Hands on coaching focused on adoption strategies, skill development, and practical day to day brokerage needs
- A dedicated Success Specialist who partners closely with your firm over the long term
- Tailored activation plans based on your agency’s goals, data readiness, and team structure
- Flexible implementation by data product so firms can start where impact is highest
- Ongoing training, working sessions, and curriculum that build confidence and capability across teams
- Technology supported by people who understand how brokers sell, service, and compete
- A partnership model that helps teams improve processes, workflows, and technology utilization
- Continuous guidance that strengthens sales effectiveness and operational excellence
Trusted by Industry-Leading Subscribers.
