Keep your agency aligned — and ahead of every deadline.
Brokr Trackr is an internal workspace for insurance teams to manage clients, renewals, projects, tasks, and collaboration in one place—without spreadsheets or email chaos.
Task Completed
Just now
Renewal in 14d
Acme Corp
0
Unified workspace
∞
Users per agency office
0/60/90 day
Renewal visibility
0%
Internal collaboration
Operational chaos costs agencies real money.
Sound familiar? These common problems are costing you time and clients.
Renewals tracked in spreadsheets that go stale
Tasks buried in email threads
No clear ownership or accountability
Issues discovered too late to fix
Brokr Trackr gives you a single source of truth for client work.
What Brokr Trackr Does
Everything your team needs to manage client work efficiently, all in one place.
Renewal Tracking
Track renewal dates by line of coverage. Never miss a deadline with automated reminders.
Client Projects
Create structured projects for renewals, strategy meetings, new business, or claims with clear milestones.
Task Management
Assign tasks with owners, due dates, and dependencies. Break work into manageable steps.
Team Collaboration
Collaborate inside each project with notes, updates, and shared visibility across your team.
Risk Visibility
Instantly see what's due, overdue, or at risk. Catch issues before they become problems.
Manager Insights
Track team workload and performance. Identify bottlenecks and optimize workflows.
How It Works
Get your team up and running in three simple steps.
Add clients and coverage renewal dates
Import your book or add clients manually. Enter renewal dates for each line of coverage.
Create projects and assign the team
Spin up projects for renewals, new business, or claims. Assign team members with clear ownership.
Run work through tasks and deadlines
Break projects into tasks with due dates. Track progress and never miss a deadline.
Built for how agencies actually work
Every feature is designed around the real workflows of insurance professionals.
Dashboard that drives daily action
See your tasks, upcoming renewals, and team activity at a glance. Know exactly what needs attention today.
Renewals view for leadership visibility
Filter and sort renewals by date, status, or risk level. Leadership can spot problems before they escalate.
Calendar that makes deadlines obvious
All tasks and renewals in one calendar view. Never wonder what's coming up next week or next month.
Project collaboration in context
Notes, files, and tasks live inside each project. No more hunting through email for the latest update.
Who It's For
Small and midsize agency offices
Whether you have 5 people or 50, Brokr Trackr scales with your team.
Ops managers
Get visibility into workload, deadlines, and team capacity.
Sales leaders
Track pipeline projects and ensure renewals don't slip through the cracks.
Service teams
Manage client work with clear ownership and due dates.
Frequently Asked Questions
No. Brokr Trackr is an internal operations platform. It doesn't replace your AMS or CRM—it complements them by giving you a place to coordinate work, track deadlines, and collaborate as a team.
No. Brokr Trackr focuses on operational workflows—renewals, projects, and tasks. We don't handle commissions, claims data, or protected health information.
Yes. Brokr Trackr is designed for both benefits and P&C teams. The workflow is the same: track clients, manage renewals, run projects, and hit deadlines.
Most teams are up and running within a week. Import your clients, set up your team, and start tracking work immediately.