BrokerLogs
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Every renewal, from census to bound.

Every group your agency renews, on one board. Log each carrier's quote as it comes back, hand the client a clean quote sheet, and know what needs you today, with the whole team working from the same page.

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Most agencies run on tools that don't talk to each other.

The book lives in a spreadsheet
A renewal date buried in column AQ doesn't surface until a client asks where their quote is. Nobody gets alerted, because spreadsheets don't alert anyone.
The work lives everywhere else
The census request is in email. The follow-up is in a group text. The to-do is on a sticky note. Ask who owns the Anthem quote and you'll get three different answers.
A missed deadline has real consequences
A lapsed policy or a surprised client isn't just an inconvenience. It puts your relationship and your E&O exposure at risk.

The whole renewal year, in one place.

From the first census request to the group's ID cards, every step lives on the record your team is already looking at.

Every carrier, every quote, one sheet for the client

Tick the carriers you're marketing to and log each one as it moves: when the census went out and how, when the quote came back, the plan and the premium. The lowest quote and the incumbent's renewal offer are marked for you, along with each one's change from what the group pays now.

Market a group's dental, vision and life together as one package. When it's time to present, print a quote sheet with your agency's name on it.

Bind it, then get the group live

Bind one line or the whole group at once. BrokerLogs records the winning carrier and premium, closes this year's renewal and opens next year's, so the cycle never has to be set up by hand.

A seven-step implementation checklist follows the group from signed paperwork to a live payroll feed. Each group's rate history builds with every bind, and when you lose one, the reason gets recorded so you can see later why groups leave.

Know what needs you before it's late

Focus view turns the board into one worklist: what needs attention, what's due this week, what's ready to move, and what's waiting on someone else.

Reminder emails go to the renewal's owner at 120, 90, 60, 30 and 14 days out, or on whatever cadence your agency sets. Each group's federal compliance deadlines, from the PCORI fee to Form 5500 to the Medicare Part D notice, get the same reminders.

The team works in the same place.

A space for every team or running conversation, with threads, reactions, files and direct messages. @mention someone and they get the notification, not the whole office. Turn any message into a task with an owner and a date, and keep the discussion on the client or renewal it's about.

  • Your book, in one import

    Bring clients and policies in from a spreadsheet, mapping your own columns. Export the whole book any time.

  • Clients and policies

    Twelve coverage types from medical to hospital indemnity, every contact, and each policy's history on one page.

  • Carriers and their reps

    Start with fifteen common carriers and keep each rep's name, phone and email where the team can find them.

  • Tasks that follow the stage

    Task lists with owners and due dates. Stage templates can add the standard tasks when a renewal moves.

  • A record of who did what

    Every change anyone makes, newest first, across the agency and on each client.

  • Runs like a desktop app

    Install it from Chrome, Edge or Safari and keep it open all day, right next to your inbox.

Ready when your agency is.

Commissions, new business and the printed record come with every plan, ready to turn on when you want them.

Commissions you can actually reconcile

Set each policy's rate: per employee per month, per enrolled life, a percent of premium, or flat. Import a carrier's statement and each line is matched to its policy by group name or policy number. Never by a guess.

What's left gets sorted for you: paid short, expected but unpaid, or missing a rate. Producer splits and book value come from the same numbers, and producers see only their own groups.

New business gets its own board

Work prospects from lead through qualified, discovery, proposal and negotiating. Every stage has a checklist your agency can edit, and every prospect carries a next-touch date and the carriers it's been submitted to.

Win one and it becomes a client, history intact, ready for its first renewal.

Paper for the meeting, and for the file

Print a checklist for the weekly office meeting: every renewal in the next 90 days with its next step and owner, and a box to tick on each line.

When a client questions what happened, the defense file prints a dated record of every change, quote, compliance item and reminder email for that group, oldest first.

Built for the data you're trusted with.

  • Your book stays yours

    Every record belongs to one brokerage, and every read and write is scoped to it before it runs. Automated tests check against a real database that one agency can never see another's data.

  • No PHI collected

    BrokerLogs stores renewal dates, premiums, carrier names, and group details. It does not collect member health data, diagnoses, or claims information.

  • Everyone signs in as themselves

    Each teammate has their own login, so there are no shared passwords. Optional roles decide who can change settings or see commissions.

  • A record of every change

    The activity log shows who changed what and when, and the defense file turns it into a dated document you can hand over.

  • Hosted on Vercel and Neon

    Both platforms carry SOC 2 reports, and connections are encrypted in transit. There's nothing to install or maintain on your end.

  • Your data, out any time

    Export your whole book as a spreadsheet whenever you like, in a format that imports straight back in.

Priced by the size of your book, not your team.

Plans scale with the number of client groups you manage. Add the whole office without doing seat math.

Talk to us

Tell us how many groups you manage and we'll set you up on the plan that fits.

  • Every teammate included, with no per-seat fees
  • Prospects never count toward your plan
  • Renewals, quotes, compliance and reminders
  • Commissions, prospecting and the defense file
  • Unlimited policies, spaces and tasks
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Stop running renewals out of five tabs.

Bring your book in from a spreadsheet, invite the team, and know exactly what needs you today.

Request access