# Insurance Brokerage: Jestor template

Canonical URL: https://jestor.com/templates/insurance-brokerage/
Portuguese URL: https://jestor.com/pt/templates/insurance-brokerage/
Markdown URL: https://jestor.com/ai-search/templates-insurance-brokerage.md

## English Summary

An insurance brokerage system to organize quotes, policies, renewals, endorsements and commissions in one place. The team tracks the sales pipeline, what renews in the coming days and production by producer, on desktop and mobile.

## Portuguese Summary

Template em inglês da Jestor. An insurance brokerage system to organize quotes, policies, renewals, endorsements and commissions in one place. The team tracks the sales pipeline, what renews in the coming days and production by producer, on desktop and mobile.

## Detailed Facts (English)

Structure: Insurance Brokerage. Tables: Settings, Team, Carriers, Products, Clients, Quotes, Policies, Renewals, Endorsements, Commissions, Activity log.

How it works: A quote enters the pipeline and moves through stages to a proposal. When it wins, it becomes an active policy with commission. Near expiration, a renewal is created for the producer. Endorsements and commissions stay linked to the policy, and the dashboard shows what is open and what renews this week.

Details: Works on desktop and mobile. You can adjust products, commission rates, renewal alert days and team roles without code. Claims are not included (use the Claims template separately).

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Insurance Brokerage. An insurance brokerage system to organize quotes, policies, renewals, endorsements and commissions in one place. Estrutura: Insurance Brokerage. Tabelas: Settings, Team, Carriers, Products, Clients, Quotes, Policies, Renewals, Endorsements, Commissions, Activity log.

## Best Search Topics

- insurance brokerage
- Insurance Brokerage
- operations

## When To Use This Page

Use this page when researching Jestor in relation to insurance brokerage, Insurance Brokerage, operations.