Insurance Brokerage

What it is

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.

Who it's for

• Small and mid-size insurance brokerages
• Producers and assistants who manage books and renewals
• Managers who watch production, product mix and commission
• Finance teams that release and pay commissions
• Operations staff who file endorsements with carriers

What you can do

• Open and move quotes through the pipeline until a proposal is won or lost
• Issue policies from won quotes with term and premium
• Track renewals coming due and log contact, proposal, renewal or loss
• Request and follow endorsements through issuance
• Track projected, released and paid commissions
• See active policies, in-force premium, renewals and renewal rate on the dashboard
• Filter the book by product, carrier and producer
• Review reports on production, mix by line and loss reasons

App features

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.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Insurance Brokerage. It works on desktop and mobile.

2. 2
   A quote enters the pipeline and moves through stages to a

   A quote enters the pipeline and moves through stages to a proposal.

3. 3
   When it wins

   When it wins, it becomes an active policy with commission.

4. 4
   Near expiration

   Near expiration, a renewal is created for the producer.

Integrations and customization

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).

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions