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🎯 Solo Brokers

Compete Like a Full Agency.

Handle prospecting, review, and submissions with the efficiency of a 10-person team.

The Problem

You're Competing Against Full Teams

Larger agencies have teams for each function. You have yourself — but the right leverage changes everything.

The Solo Advantage

One Broker. One Agent. Four Core Skills.

0 min
Per Prospect
0s
Per Policy Review
0 min
Per Submission
Zero
Admin Evenings
Your Virtual Team

How Broker Agentx Helps

Prospecting

Research companies, enrich contacts, and generate personalized outreach — like having a full-time BDR on your team.

Policy Analysis

Upload any policy and get a structured coverage summary with gap analysis — like having a dedicated analyst.

Submissions

Pre-fill applications, write business narratives, and match carriers — like a submission specialist on demand.

Admin

Generate COIs, draft loss run letters, calculate business income — like an assistant who never sleeps.

Real Impact

A Day, Transformed

⏱ Before — A Typical Day
9:00 AM
Prospect Research
90 min
10:30
Find Contacts
45 min
11:15
Write Outreach
40 min
1:00 PM
Policy Review
3+ hrs
4:00
Submission Docs
2 hrs
6:00
Admin Backlog
Evening
⚡ After — With Broker Agentx
9:00 AM
AI Prospecting
3 min
9:05
AI Policy Review
90 sec
9:10
AI Submission
10 min
9:25 AM →
Client Calls · Meetings · Closing · Relationships
Rest of your day — yours
Pricing

Simple, Transparent Pricing

No hidden fees. No per-feature upsells. Every plan includes the full platform.

Monthly
$99/mo
Billed every month
Full access to every feature.
Cancel anytime — no commitment.
All 20+ AI skills (Coverage Summary, Gap Analysis, COI, BOR, and more)
Unlimited workflows
Gmail + Outlook + LinkedIn integration
Persona customization (tone, jurisdiction, SOPs)
Complete audit trail of every AI action
Client memory across conversations
Standard email support
Best Value
Annual
$83/mo
$1,188/yrSave $189
Billed as $999/year. Cancel anytime.
All 20+ AI skills (Coverage Summary, Gap Analysis, COI, BOR, and more)
Unlimited workflows
Gmail + Outlook + LinkedIn integration
Persona customization (tone, jurisdiction, SOPs)
Complete audit trail of every AI action
Client memory across conversations
Standard email support
Enterprise
Custom
Tailored to your firm
Volume pricing, dedicated onboarding, and a named account manager.
All 20+ AI skills (Coverage Summary, Gap Analysis, COI, BOR, and more)
Unlimited workflows
Gmail + Outlook + LinkedIn integration
Persona customization (tone, jurisdiction, SOPs)
Complete audit trail of every AI action
Client memory across conversations
Standard email support
On-premises / private cloud deployment
Custom integrations (AMS, CRM)
Dedicated account manager
Volume pricing
Priority SLA

See It on Your Own Book

Run one of your own policies through it and see what comes back.