Manage clients, track production, process payments, generate forms, and run your entire agency — all from one powerful platform.
Trusted Integrations
One platform to replace the patchwork of tools slowing your agency down.
Complete client profiles with policies, transactions, documents, notes, and activity logs. Search 32,000+ clients instantly.
Real-time dashboards showing Apps Sold, Broker Fees Collected, and agent performance. Commission tiers calculated automatically.
Accept credit card payments directly in BrokerIQ. Auto-generates receipts, calculates CC fees, and syncs to QuickBooks.
24 auto-filling form templates including ACORD forms. Send for signature via email (HelloSign) or SMS (VineSign) in one click.
Quality control holds, correction tracking, compliance records, and full audit trails. Nothing slips through the cracks.
Shared agency calendar, task management with auto-sync, renewal tracking, and X-date remarketing alerts.
Run multiple agencies from one platform. Separate data, shared staff, unified reporting. Built for growth.
Automate follow-ups, renewals, compliance checks, and report scheduling. Less manual work, more selling.
Ask Cody answers agent questions about processes, commissions, forms, and procedures. 24/7 training on demand.
20+ integrations — from quoting to payments to carrier downloads.
QuickBooks Online
● Live
Microsoft 365
● Live
Dropbox Sign
● Live
VineSign
● Live
Buddy Punch
● Live
DYL CRM
● Live
Gail AI
● Live
TurboRater
○ Coming Soon
IVANS Downloads
○ Coming Soon
Constant Contact
○ Coming Soon
Twilio SMS
○ Coming Soon
Zapier
○ Coming Soon
32,000+
Clients Managed
100K+
Transactions Processed
41,000+
Policies Tracked
24
Auto-Fill Form Templates
No hidden costs. One simple price per user.
Agency Plan
Volume discounts available
Join agencies that have replaced outdated systems with BrokerIQ. Get up and running in days, not months.
See how BrokerIQ can transform your agency. We'll reach out within 24 hours.
Call Us
(877) 296-0808
Email Us
info@broker-iq.com
Headquarters
Garden Grove, CA
💡 What to Expect