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Built for Agents.
Powered by AI.

Fast-track your life insurance sales.
Quote, Apply, Deliver — all in one seamless platform.

Powered by industry giants.

Our products are backed by major, established insurance companies with a strong financial history to guarantee policyholders’ future.

Platform Overview

Built for full-service use and optimized user experience for a seamless end-to-end sales process. 

Sales

Run Quotes
e-Apply
Pending
e-Delivery

Policy Management

Policy Data
Client Data
Self-Service
Reporting

Operations

Carrier Contracts
Insurance License
Commissions
Compliance
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ASK AI

An intelligent assistant instantly answers questions to help you sell faster.

1

Life Insurance Quotes

Compare Term, Guaranteed UL, and Indexed UL in seconds to save and share.

Instant Term
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30+

Term life insurance products

Insurance carriers available 

25

Compare all term products in seconds, giving you the advantage of speed and accuracy without compromising product availability

Built for ALL Life Insurance Agents

BrokerCloud is your AI-powered assistant for quoting, applying, and delivering life insurance now even faster and easier than ever.

BrokerCloud is your AI-powered assistant for quoting, applying, and delivering life insurance—faster and easier than ever.

Sales

Instant Quotes

Compare and share term and permanent life insurance quotes with your clients in seconds.

Instant Illustrations

Run full product illustrations for both Guaranteed Universal Life and Indexed Universal Life products.

Save

Track leads by saving your quotes to follow up on potential sales.

Share

Close faster sales by sending quotes to your client to review.

Overview

Sales

Instant Quotes

Compare and share term and permanent life insurance quotes with your clients in seconds.

Instant Illustrations

Run full product illustrations for both Guaranteed Universal Life and Indexed Universal Life products.

Save

Track leads by saving your quotes to follow up on potential sales.

Share

Close faster sales by sending quotes to your client to review.

Why BrokerCloud?

Because we use advanced AI, you can reduce manual tasks and focus on selling.

In addition, our platform helps you onboard clients quickly, track applications, and stay compliant—all in one place.

BrokerCloud

No Cost
Instant Quote
e-Application
Forms Engine
CRM
Direct to Consumer

EZLynx

No Cost
Instant Quote
e-Application
Forms Engine
CRM
Direct to Consumer

Salesforce

No Cost
Instant Quote
e-Application
Forms Engine
CRM
Direct to Consumer

EZLynx

No Cost
Instant Quote
e-Application
Forms Engine
CRM
Direct to Consumer

BrokerCloud

No Cost
Instant Quote
e-Application
Forms Engine
CRM
Direct to Consumer

Salesforce

No Cost
Instant Quote
e-Application
Forms Engine
CRM
Direct to Consumer

Quote, Apply, and Deliver

All in One Place

Our platform automates the entire life insurance process. First, you generate accurate quotes instantly. Then, you submit applications with pre-filled data. Finally, you deliver policies seamlessly—all from a single dashboard.

Because of this, you save time and eliminate back-and-forth with carriers and clients.

BrokerCloud

Fast-track your life insurance sales.
Quote, Apply, Deliver — all in one seamless platform.

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