Level up your insurance brokerage

    Leverage our powerful broker toolkit to make every day more efficient.

    Brokernote Interface

    Reclaim your time to spend where it matters most.

    Brokernote provides AI tools that improve your workflows. They make tasks more efficient and give you more time to build client relationships and achieve success.

    Policy Comparison

    Brokers can use our AI to create policy comparisons in seconds and tailored to their clients' specific needs and motivations. You maintain full control over the final result and can share it at the click of a button.

    AI Assistant

    Providing premium service to your clients is now simpler. Your own AI Assistant helps by answering customer questions about their policies instantly.

    Needs Analysis

    Help your clients find insurance that meets their needs. Our AI toolkit automates risk assessments and needs analysis. This way, you can recommend the best coverage.

    Form Auto-Filler

    Auto-fill forms on underwriter portals with client information with a single click to save time. Stop re-typing and boost your efficiency.

    Innovation in Insurance Broking

    The team at Brokernote has strong backgrounds in software, automation, and AI. We are dedicated to offering reliable and compliant solutions. Our tools are designed with your customers in mind and enable a quality user experience. As a result, they increase conversion and retention rates.

    Needs Analysis

    The Brokernote Story

    Two technologists, one an expert in AI and machine learning, the other in operations and process automation, found a gap. While many industries quickly embraced advanced technologies, they saw insurance professionals, especially brokers, struggling. These brokers faced heavy administrative tasks, outdated systems, and tedious manual processes.

    This wasn’t just a theory. They heard about daily frustrations, like repetitive data entry and awkward workflows. These issues kept skilled brokers from focusing on client relationships and providing strategic advice. They recognised the power of their combined skills and saw a clear opportunity.

    Driven to help these professionals, they set their mission: to use AI and automation to create smart tools for the insurance industry. Their aim was to reduce operational friction, simplify workflows, and let brokers provide more value and expertise.

    Get in Touch

    We’d love to hear from you, whether it’s for an inquiry or a collaboration from brokers and advisers.

    Contact Form

    We’re currently looking for brokers, industry experts and advisors to collaborate with. Please use the contact form to get in touch with our Brokernote team.

    Location
    MelbourneAustralia

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