lost per day searching and re-entering information
BMS-CRM
Putting Brokers in the Pilot Seat
The business case for a connected insurance brokerage. One client record, one workflow, and a clearer path from first contact through renewal.
Navigate with claritySee what happened, what matters now, and what needs to happen next.
Optimize every stepAutomate busywork so brokers can spend time on client impact.
Grow with confidenceDesigned for brokers, by brokers — built for today and ready for tomorrow.
Designed for brokers
by brokers
by brokers
The challenge
Too Much Work. Not Enough Connection.
Most brokerages have great point solutions. The challenge is they don’t work together. Broker Pilot Navigator connects the work around the client and policy so nothing falls through the cracks.
per person / year in hidden inefficiency
of follow-ups are at risk of being missed
say system frustration is a major issue
stuck in admin instead of client impact
Based on 20+ years of independent brokerage operating experience — directional estimates, not audited research.
Your time. Your clients. Your growth. We just clear the runway.
One connected client record
Everything Connected. Nothing Missed.
Broker Pilot Navigator brings every piece of client and policy information together in one intelligent record — giving you a 360° view of every relationship.
- Client and contact information
- Policy details, coverage, limits, and endorsements
- Billing, payments, and commissions
- Communications, notes, tasks, and workflows
- Claims, loss history, certificates, and attachments
Complete visibility
See everything in one place, instantly.
Real-time insights
Know what matters, when it matters.
Reduce risk
Catch gaps, overlaps, and exposures early.
Stronger relationships
Understand your clients and build lasting trust.
The client journey
All Connected. From Prospect To Renewal.
Broker Pilot Navigator connects every step of the client journey so nothing falls through the cracks and every client gets a first-class experience.
01
Capture
Intake and risk information in one place.
02
Quote
Compare markets and options with clarity.
03
Submit
Send to markets and track progress in real time.
04
Apply
Capture applications and supporting documents.
05
Bind
Review, confirm, and bind with confidence.
06
Service
Manage policy changes and endorsements seamlessly.
07
Communicate
Keep every client conversation tracked and organized.
08
Care
Proactive follow-ups so client needs are never missed.
09
Renew
Renewal prep starts early and opportunities are identified.
10
Grow
Stronger relationships. Stronger book of business.
Built for broker productivity
Automate the Work. Elevate the Impact.
Eliminate busywork and manual handoffs so your team can focus on what drives results: better service, cleaner data, and more capacity for growth.
Manual today
- Re-enter data across multiple systems
- Chase updates and status by email
- Miss follow-ups and opportunities
- Inconsistent client communication
- Limited visibility and reporting
Automated with BPN
- Single entry. Connected everywhere.
- Real-time status and smart notifications
- Automated tasks and follow-ups
- Consistent, branded communication
- Actionable insights in one dashboard
Single source of truth
One client record, always up to date.
Smart workflows
Automate tasks, approvals, and handoffs.
Intelligent notifications
The right message at the right time.
Connected communication
Email, text, and portal in one place.
Document automation
Smart forms, e-sign, and auto filing.
Real-time dashboards
See what matters and act with confidence.
Compliance built in
Built toward SOC 2 standards. Secure by design.
Scalable for growth
Built for today. Ready for tomorrow.
Renewal workflow
Stay Ahead. Win More. Renew with Confidence.
A closer look at the Quote → Submit → Bind stages of your client journey: automate renewals and market workflows so you can focus on strategy, relationships, and growth — not busywork.
- 90–120 days out: pipeline, data check, and client outreach
- 60–90 days out: market list, submissions, and broker tasks
- 30–60 days out: quotes captured and coverage compared
- 15–30 days out: present options, bind, and issue
- Renewed and beyond: documents stored and next-year insights captured
Service & communications
Communicate Better. Serve Smarter.
Build loyalty with one communication hub for every client interaction. The right follow-up, at the right time, every time.
Email, phone, and text
Templates, tracking, click-to-call, and two-way messaging from the client record.
Client portal
Secure messaging, documents, and real-time updates.
Smart follow-ups
Set it once. Assign it. Track it. Nothing falls through the cracks.
Full activity history
Every interaction logged so the whole team stays aligned.
Built for growth
Stronger Today. Ready for Tomorrow.
Clear insights, confident decisions, and a platform that scales with your brokerage.
Live data, smart alerts, and actionable reports help you track pipeline, renewal readiness, and the lines of business that drive the book.
360° client view
One record. Everything connected.
10x faster access
Find what you need in seconds, not minutes.
Audit ready
Complete data and full history, always ready.
More revenue
Cross-sell, retain, and grow with better timing.
Your rollout path
How It Works
This is your brokerage's own path to getting the most from Broker Pilot Navigator — distinct from the 10-stage client journey above, which describes how you'll serve each client once you're live: one platform, smarter operations, stronger relationships, and lasting growth.
01
Foundation
One platform. One process. Complete visibility.
02
Optimization
Streamlined workflows. Automated tasks. Smarter operations.
03
Experience
Better communication. Happier clients. Stronger relationships.
04
Growth
More opportunities. Higher retention. Increased profitability.
05
Leadership
Data-driven decisions. Market with confidence. Lead the future.
Why brokers will love it
Built for Brokers. Ready for the Long Haul.
Easy to use
Intuitive design and fast adoption, so the team actually uses it.
Designed for brokers
A BMS-CRM shaped around brokerage work, not generic sales CRM.
Secure and reliable
Built toward SOC 2 standards, with bank-level security practices.
Flexible and scalable
Grows with you and adapts as the book changes.
Integrated and open
Connects with the tools you already use.
Support that soars
Real people. Real support. Real fast.
Questions
FAQ
What is Broker Pilot Navigator?
Broker Pilot Navigator is a connected BMS-CRM for insurance brokerages. It brings client, policy, renewal, communication, and workflow context into one platform so teams can navigate, optimize, and grow.
How is it different from a typical CRM or BMS?
Most brokerages already have point solutions. BPN is built to connect those workstreams around one client record and one accountable workflow — from prospect through renewal.
How does implementation work?
Broker Pilot Navigator is currently in development. We're working directly with brokerages to shape the platform ahead of general availability — request a demo to see where things stand and talk through timing for your brokerage. From there, we start with your current workflow and follow a rollout path from foundation and configuration through optimization, client experience, and growth.
Is it secure?
Security is designed in from the start. We're building toward SOC 2-ready practices — meaning the architecture is designed to meet that standard, not yet independently certified — alongside complete history and controlled access, so teams can work from anywhere without losing visibility.
Who is it built for?
Independent insurance brokerages that want less admin, fewer missed follow-ups, and a clearer view of every client relationship. It is designed for brokers, by brokers.
Request a Demo
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