ReadyBroker

ReadyBroker is an insurance broking platform built to help insurance brokers and agents manage customers, leads, policies, renewals, claims, and commissions from one connected system. Designed for real-world insurance brokerage workflows, ReadyBroker brings agents and back-office teams together so everyone can work with the same up-to-date information. Everything Your Insurance Team Needs Manage Leads & Customers • Add and manage customer leads • Record call notes and follow-up activities • Track customer history in one place • Keep important customer information organized Manage Insurance Policies • Submit completed policies for verification • Upload policy documents • Track pending, approved, and returned policies • Manage policies by agent, product, insurer, and date Track Renewals • Identify policies approaching expiry • Keep renewal opportunities visible to your team • Follow up with customers before their policies expire Manage Claims • Create claims for customers • Track claim progress from filing to settlement or rejection • Record the actual settlement amount paid by the insurer • Maintain a complete claim history Track Commissions • Calculate commissions based on configured rules • View earned, paid, and pending commission • Track commission payments made to agents Built for Brokers & Agents ReadyBroker provides dedicated workflows for both back-office teams and field agents. Administrators can manage agents, products, insurers, commission rules, reports, and business activity, while agents can manage their customers and policies directly from their mobile devices. AI-Assisted Quote Comparison Enter insurer quote details and get an easy-to-understand comparison to help agents present available options more clearly to customers. ReadyBroker can be used without existing live integrations with insurance companies. Agents can continue using their existing insurer portals or processes and record completed policies in the platform. ReadyBroker helps insurance businesses move away from disconnected spreadsheets, manual commission calculations, and scattered customer records — and brings everyday operations into one organized platform.