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AI WORKSPACE FOR COMMERCIAL INSURANCE BROKERS.

Win. Place. Service.
Without the admin.

For brokers writing more than they can carry.

No card. No call. Run a Gap Review against your messiest tower. Hosted in Canada.No card. No call.
Watch It Work

Your Call at Every Step.

Active Workflow
Redstone Builders
Construction · CGL
#1
Prospect
Identify target company
Enrich contact data
Draft outreach sequence
Qualify
Gather exposure info
Identify coverage needs
Submit
Pre-fill application
Match markets
Bind
Compare quotes
Draft proposal
Issue binder
Workflow progress0%
Flagged for you0
BUILT BY A BROKER, FOR BROKERSUNREADABLE DOCUMENTS GET FLAGGED, NEVER SKIPPEDEVERY FIGURE CITED TO ITS SOURCEYOUR DATA NEVER TRAINS OUR MODELSYOUR ACCOUNT IS HELD IN CANADAYOU READ EVERY OUTPUT BEFORE IT LEAVESIF IT CAN'T CITE IT, IT SAYS SOIT KNOWS A CGL ENDORSEMENT FROM A MARINE CARGO BINDERONE WORKSPACE, FIRST TOUCH TO PROPOSALDRAFTS STAY DRAFTS UNTIL YOU SEND THEMMORE BOOK, LESS BUSYWORK
THE RECEIPTS

AI That Does the Work.
Not Just Talks About It.

2min
Prospect research, done.

Company profile, verified contact, outreach draft. What used to take an afternoon.

90s
Full policy review.

Every exclusion and gap surfaced, cited back to the page it came from. Reading it is yours.

14+
Industries building your pipeline

Purpose-built Risk Scan workflows for the classes you write. Your prospect completes a branded scan and gets a real read on their risk. You get the lead and their answers.

0
Numbers you take on faith.

Built-in verifiers re-run every calculation and trace every citation to its source.

Day 1
First finished deliverable.

No implementation project. Sign in, upload a policy, leave with finished work.

The Story Behind It
The founder working at his desk at night

I spent a decade in sales and leadership roles, then sat in a producer’s seat. Half the week was admin. The other half was trying to sell around it.

I bought the tools that promised to fix it. Most of them talked more than they worked. So I built the workspace I needed, one workflow at a time, with one rule: it drafts, the broker decides.

If you’re in that seat, this is for you.

Noor Kadhim
Founder.
Hamilton, Ontario.
Platform

Broker AgentxOnline
Broker Agentx
New chat
TODAY
Acme Industrial
Prospect research
Northview Medical
Policy review
Frontier Transport
COI request
Acme Industrial
Tools
Prospect · Review · Place · Execute
Prospect
Risk Scan
Coverage Summary
Gap Review
Policy Comparison
App Prefill
Certificate of Insurance
BI Calculator
Ask Broker Agentx anything...

Growth & Prospecting. Research companies, identify the decision-makers and their contact details, draft outreach in your voice, run LinkedIn and email campaigns. Or send a branded risk scan and let the lead come to you.

How Prospect Works
30+ skillsCoverage SummaryGap ReviewPolicy ComparisonRenewal ComparisonExposure SummaryApp PrefillBusiness NarrativeAppetite MatchProposal BuilderCertificatesBOR LettersLoss Run RequestsBusiness Income WorksheetContract ReviewPolicy Q&ARisk ScanProspect ResearchLinkedIn Campaigns
Solutions

Same Workspace.
Whichever Desk You Sit At.

Featured · Lead Generation

Every AI tool helps you service. This one helps you sell.

Send a branded scan. Your prospect completes it and gets a report with their name on it. You get the lead, their answers, and the fact-find already done.

How it works
Your Way, Not Ours

It Learns How
You Work.

Your tone. Your markets. Your jurisdiction. Your SOPs. Set it once and it works the way you would.

Works across provinces, states and languages.

Tone & Language
Formal.
Jurisdiction
Correct framework applied.
Your Documents
Your SOPs, appetite guides and templates, uploaded once, used across every task.
Client Memory
Earlier work on an account carries forward across conversations.
NO RIP-AND-REPLACE

Plugs Into What You Already Use.

It sits above your AMS and replaces the subscriptions you already pay for:

  • Verified Contact Data
  • Encrypted E-Signature
  • LinkedIn Marketing Campaigns
  • CSIO and ACORD Pre-fill
  • And more
Gmail
Outlook
LinkedIn
Documenso
31Google Calendar
ACORD
CSIO
Apollo
RocketReach
Security & Trust

Built to Handle Real Client Data.

Isolated by design

Your client data is never visible to another firm.

Encrypted, both states

AES‑256 at rest, TLS 1.3 in transit.

Never trained on

Your book stays yours.

Held in Canada

Your account and your documents sit on infrastructure in Toronto.

Complete audit trail

Every action recorded, reviewable, exportable.

SOC 2 Type II

Controls implemented across security, availability and confidentiality. Audit scheduled.

Pricing

One Plan.
Everything In It.

$83/mo
Billed $999 a year.
Per broker. Cancel anytime.

No card. No call. Enough credit to run one real client end to end. Credits do not expire.

Every skill, from the first day.
Read a tower and find the gaps
Build the submission from the documents on the account
Certificates, endorsements and BOR letters, drafted
Gmail, Outlook and LinkedIn connected
Your tone, your jurisdiction, your SOPs
Every run logged, every figure cited
Client memory that carries across conversations
Larger team, on-premises or private cloud? Email info@brokeragentx.com.
Questions

Frequently Asked

Yes. You create an account and work the same day. No card, no sales call. You get an allowance of credits and you spend it on real documents.
New work stops and the payment page opens. That is the only thing that happens. Nothing is deleted. Everything you have already produced stays in your account. Pick a plan and carry on from where you stopped.
Yes. That is what the allowance is for. Every skill is available from the first day, and the outputs, the audit trail and the review step are the same ones a paid account gets. You read every output before it reaches a client, on any plan.
No. Your documents, your client information and your workflows stay yours. Every account is isolated, data is encrypted at rest and in transit, and every action is logged. That is how the system is built, not a setting.
ChatGPT answers questions. Broker Agentx produces the work. It reads a policy structurally, fills insurer applications from the documents you give it, flags anything it cannot tie back to a source, and keeps a record of every step. There is also the question of where your client's documents end up once you paste them into a general chatbot, and which country they end up in.
It works alongside it. Broker Agentx connects to Gmail, Outlook and LinkedIn, so you keep your AMS and it handles the work that happens in between. No direct AMS integrations are live today.
In Canada. Your account, client records and uploaded documents sit on infrastructure in Toronto. Processing runs through the model providers named on our security page, on servers in the United States, under terms that forbid training on it. If Canadian-only processing is a requirement for your brokerage, ask before you sign.

Still have questions?

Fifteen minutes, a real policy, no deck.

Book a 15-min call →

You Didn't Get Into This Business to Do Paperwork

See what your week looks like without the admin.