Can it track every policy a client holds across different carriers?

Yes — a client record holds every policy they have with you regardless of carrier, so answering a coverage question doesn't mean logging into three carrier portals to reconstruct the picture.

Does the platform warn us before a policy is up for renewal?

Yes — renewals surface weeks ahead on their own with the follow-up work queued, which is the single change that stops a policy lapsing because a date slipped past everyone.

Can it calculate commission and producer splits automatically?

Yes — commission is tracked per policy with your split rules applied automatically, rather than a monthly spreadsheet someone reconciles against carrier statements by hand.

Can we compare quotes from multiple carriers and send a proposal?

Yes — carrier quotes sit side by side for comparison, and a branded proposal goes out from the same screen instead of three PDFs and a phone call to explain them.

What happens to our existing client and policy data if we switch systems?

We migrate your existing client records, active policies, and renewal dates during setup — your book comes with you rather than being rebuilt policy by policy.

Insurance Brokers & Agencies

The book-of-business system
every brokerage deserves.

Manage clients, policies, renewals, quotes, claims, and commission — all from one dashboard, instead of a CRM that was never built for a book of business.

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What's included

Everything runs from one dashboard.

Client & Policy Records

Every client with every policy they hold — carrier, coverage, premium, and documents — in one record instead of a folder per carrier portal.

Renewal Pipeline & Alerts

Renewals surface weeks ahead with the work queued, so a policy never lapses because nobody was watching the date.

Quote Comparison & Proposals

Compare carrier quotes side by side and send a proposal a client can actually read, rather than three PDFs and an explaining phone call.

Claims Tracking

Track a claim from first notice through settlement, so any producer can answer "where is my claim" without calling the carrier first.

Commission & Producer Splits

Commission per policy, per producer, with split rules applied automatically — not a monthly spreadsheet reconciliation against carrier statements.

Client Communication & Documents

Policy documents, certificates, and correspondence in one thread per client, with a full record of what was sent and when.

Coming soon

An interactive demo, in progress.

We're building a live walkthrough you can click through yourself. Until it's ready, book a call and we'll walk you through it directly.

Why custom

Not a template. Built for you.

Built for your workflows

Your platform is built specifically around how your brokerage runs, not for a generic "business" category.

Evolves with your business

We keep improving the platform after launch — new features and refinements ship as your business grows, not a one-and-done build.

Integrates with your tools

We connect to what you already use — payment processors, SMS and messaging services, and the rest of your stack.

Your data stays yours

Full export and backup of your data, any time — it never sits locked inside our system.

Implementation

We partner on the build.

This isn't a buy-it-and-figure-it-out SaaS. We're partnering on the implementation, start to finish.

Discovery

We learn your workflows, pain points, and the tools you already rely on.

Build

2–8 weeks depending on complexity. You’re involved throughout, not just handed a finished product at the end.

Launch

Training, data migration, and go-live support so day one doesn’t feel like a leap.

Optimize

Post-launch, we gather feedback and keep iterating — this isn’t a one-and-done build.

Customization & roadmap

Built around your business.

bearhouse stays involved after launch to evolve the platform as your business scales — this is a relationship, not a handoff.

What's customizable

Lines of business and carrier list
Renewal timelines and alert thresholds
Commission and producer split rules
Proposal templates and branded documents

Where the platform is headed

Direct carrier rating and quote integrations
Client self-service portal for certificates and documents
Book-of-business analytics and retention reporting

Early brokerage stories — coming soon.

We'd rather wait and show you a real result than dress up a placeholder quote. Check back once our first partners are live.

FAQ

Questions, answered.

Can it track every policy a client holds across different carriers?: Yes — a client record holds every policy they have with you regardless of carrier, so answering a coverage question doesn't mean logging into three carrier portals to reconstruct the picture.
Does the platform warn us before a policy is up for renewal?: Yes — renewals surface weeks ahead on their own with the follow-up work queued, which is the single change that stops a policy lapsing because a date slipped past everyone.
Can it calculate commission and producer splits automatically?: Yes — commission is tracked per policy with your split rules applied automatically, rather than a monthly spreadsheet someone reconciles against carrier statements by hand.
Can we compare quotes from multiple carriers and send a proposal?: Yes — carrier quotes sit side by side for comparison, and a branded proposal goes out from the same screen instead of three PDFs and a phone call to explain them.
What happens to our existing client and policy data if we switch systems?: We migrate your existing client records, active policies, and renewal dates during setup — your book comes with you rather than being rebuilt policy by policy.

Also need

A platform is one piece. Here's the rest.

Let's build

Ready to run on your platform?

Tell us how your business runs. We'll come back with what it looks like custom-built, not a demo of someone else's product.