Policies, clients and vehicle fleets — organized, automated and always under control.
Excel files, paper notebooks and scattered client chats make it easy to lose a critical detail — an expiring policy, a forgotten installment, or a client waiting for a reply.
From first client contact to policy renewal — Brokersito keeps things in order for you.
All policies in one place, with due dates, installments and payment status under control.
SMS and email notifications for expiring policies, vignettes, inspections, fines and vehicle documents — no manual work.
Full history of clients and their vehicles, always one click away.
Due dates, appointments and tasks laid out in a clear calendar view.
Encryption, two-factor verification and passkey access for peace of mind.
Add brokers and staff with separate access rights — everyone sees exactly what they need.
Brokersito doesn't just store data — it works for you every day.
Automated reminders and reports instead of hours of manual work every week.
No due date is ever missed — clients renew on time, without having to remind you.
Real data on revenue, policies and agents in one screen, at any time.
The system stays organized whether you manage 100 or 10,000 policies.
Not a generic CRM — a system built to match the real workflow of a brokerage office.
Policies, companies, insurance types — everything is modeled around your actual work, not bolted on.
Data encryption, two-factor protection and passkey access.
Built to stay fast even with thousands of records and active users.
Reminders, notifications and reports happen on their own — you focus on clients, not manual work.
Have a question or want a demo? Send us a message and we will get back to you soon.