lost per day searching and re-entering information
Pre-flightBMS-CRM
Putting Brokers in the Pilot Seat
The business case for a connected insurance brokerage. One client record, one workflow, and a clearer path from first contact through renewal.
The five BPN pillars
- ConnectUnified platform for brokerage operations.
- AutomateStreamline tasks and workflows.
- VisibilityOne connected client view.
- IntelligenceAI tools and real-time insights.
- SecurityProtected data, compliance and control.
Navigate. Optimize. Grow.
TakeoffThe challenge
Too Much Work. Not Enough Connection.
Most brokerages have great point solutions. The challenge is they don’t work together. Broker Pilot Navigator connects the work around the client and policy so nothing falls through the cracks.
per person / year in hidden inefficiency
of follow-ups are at risk of being missed
say system frustration is a major issue
stuck in admin instead of client impact
Based on 20+ years of independent brokerage operating experience — directional estimates, not audited research.
Your time. Your clients. Your growth. We just clear the runway.
ClimbOne connected client record
Everything Connected. Nothing Missed.
Broker Pilot Navigator brings every piece of client and policy information together in one intelligent record — giving you a 360° view of every relationship.
- Client and contact information
- Policy details, coverage, limits, and endorsements
- Billing, payments, and commissions
- Communications, notes, tasks, and workflows
- Claims, loss history, certificates, and attachments
Complete visibility
See everything in one place, instantly.
Real-time insights
Know what matters, when it matters.
Reduce risk
Catch gaps, overlaps, and exposures early.
Stronger relationships
Understand your clients and build lasting trust.
CruiseThe complete broker solution
All Connected. From Prospect To Renewal.
Broker Pilot Navigator connects every step of the broker workflow so nothing falls through the cracks and every client gets a better experience.
Step 1: Capture
Capture and organize prospects and opportunities.
Step 2: Submit
Send submissions to markets and track progress in real time.
Step 3: Quote
Compare markets and build quotes with confidence.
Step 4: Bind
Review, confirm and bind with complete documentation.
Step 5: Service
Manage client communications, tasks and policy changes.
Step 6: Renew
Start renewal preparation early and never miss an opportunity.
AutopilotBuilt for broker productivity
Automate the Work. Elevate the Impact.
Eliminate busywork and manual handoffs so your team can focus on what drives results: better service, cleaner data, and more capacity for growth.
Toggle the autopilot to compare today’s manual work with the same work on BPN.
| Manual today | Automated with BPN |
|---|---|
| Re-enter data across multiple systems | Single entry. Connected everywhere. |
| Chase updates and status by email | Real-time status and smart notifications |
| Miss follow-ups and opportunities | Automated tasks and follow-ups |
| Inconsistent client communication | Consistent, branded communication |
| Limited visibility and reporting | Actionable insights in one dashboard |
One Connected Platform
Integrate brokerage management, client relationships, communications, accounting and workflows in one centralized system.
Single-Entry Efficiency
Capture information once and reuse it across quoting, applications, submissions, servicing and renewals.
Intelligent Automation
Streamline repetitive tasks, follow-ups, reminders, document preparation and everyday brokerage workflows.
360-Degree Client Visibility
Access complete client profiles, policies, coverage details, communications, documents and activity histories in one place.
Smarter New Business & Renewals
Simplify quoting, market submissions, comparisons, binding, renewal planning and market reservations.
AI-Powered Intelligence Tools
Leverage intelligent search, document analysis, data extraction, quote comparisons and actionable insights to support broker decisions.
Real-Time Business Intelligence
Monitor sales, revenue, retention, productivity, pipeline activity and brokerage performance through actionable dashboards and reporting.
Scalable Growth & Client Service
Strengthen collaboration, accountability, service delivery and operational capacity while creating more time for clients and business development.
Security & Compliance
Protect sensitive information through role-based access, secure authentication, data protection measures and comprehensive audit trails.
Seamless Industry Integrations
Connect with insurers, managing general agents, rating engines and third-party applications to reduce disconnected workflows and improve operational efficiency.
Renewal ETARenewal workflow
Stay Ahead. Win More. Renew with Confidence.
A closer look at the Submit → Quote → Bind stages of your client journey: automate renewals and market workflows so you can focus on strategy, relationships, and growth — not busywork.
- 90–120 days out: pipeline, data check, and client outreach
- 60–90 days out: market list, submissions, and broker tasks
- 30–60 days out: quotes captured and coverage compared
- 15–30 days out: present options, bind, and issue
- Renewed and beyond: documents stored and next-year insights captured
ATCService & communications
Communicate Better. Serve Smarter.
Build loyalty with one communication hub for every client interaction. The right follow-up, at the right time, every time.
Email, phone, and text
Templates, tracking, click-to-call, and two-way messaging from the client record.
Client portal
Secure messaging, documents, and real-time updates.
Smart follow-ups
Set it once. Assign it. Track it. Nothing falls through the cracks.
Full activity history
Every interaction logged so the whole team stays aligned.
InstrumentsBuilt for growth
Stronger Today. Ready for Tomorrow.
Clear insights, confident decisions, and a platform that scales with your brokerage.
Targets, not guarantees: examples of what BPN is designed to help deliver, based on 20+ years of independent brokerage operating experience.
Live data, smart alerts, and actionable reports help you track pipeline, renewal readiness, and the lines of business that drive the book.
360° client view
One record. Everything connected.
10x faster access
Target: find what you need in seconds, not minutes.
Audit ready
Complete data and full history, always ready.
More revenue
Cross-sell, retain, and grow with better timing.
Flight planYour rollout path
How It Works
This is your brokerage's own path to getting the most from Broker Pilot Navigator — distinct from the six-step broker workflow above, which describes how you'll serve each client once you're live: one platform, smarter operations, stronger relationships, and lasting growth.
Foundation
One platform. One process. Complete visibility.
Optimization
Streamlined workflows. Automated tasks. Smarter operations.
Experience
Better communication. Happier clients. Stronger relationships.
Growth
More opportunities. Higher retention. Increased profitability.
Leadership
Data-driven decisions. Market with confidence. Lead the future.
DescentWhy brokers will love it
Built for Brokers. Ready for the Long Haul.
Easy to use
Intuitive design and fast adoption, so the team actually uses it.
Designed for brokers
A BMS-CRM shaped around brokerage work, not generic sales CRM.
Secure and reliable
Role-based access, secure authentication and comprehensive audit trails, built toward SOC 2 standards.
Flexible and scalable
Grows with you and adapts as the book changes.
Integrated and open
Connects with insurers, managing general agents, rating engines and third-party applications.
Support that soars
Real people. Real support. Real fast.
BriefingQuestions
FAQ
What is Broker Pilot Navigator?
Broker Pilot Navigator is a connected BMS-CRM for insurance brokerages. It brings client, policy, renewal, communication, and workflow context into one platform so teams can navigate, optimize, and grow.
How is it different from a typical CRM or BMS?
Most brokerages already have point solutions. BPN is built to connect those workstreams around one client record and one accountable workflow — from prospect through renewal.
How does implementation work?
Implementation is simple, structured and supported from start to finish.
We begin by understanding your brokerage, team structure and priorities. From there, BPN is configured for your operation, your data is prepared and mapped, testing is completed and your team is prepared for launch.
BPN is designed to be intuitive and easy to navigate, with practical training before go-live and hands-on support as your team begins working within the BPN workflow.
Where appropriate, implementation can be staged to support an even smoother transition.
Is it secure?
Security is designed in from the start. We're building toward SOC 2-ready practices — meaning the architecture is designed to meet that standard, not yet independently certified — alongside complete history and controlled access, so teams can work from anywhere without losing visibility.
Who is it built for?
Independent insurance brokerages that want less admin, fewer missed follow-ups, and a clearer view of every client relationship. It is designed for brokers, by brokers.
Request a Demo
BPN is launching soon. Request a demo to see it in action and discuss timing for your brokerage.