Broker
Solo brokers
€49/mo
- 100 client files
- Quote comparison notes
- Renewal reminders
- Claims follow-up queue
In development · Early access
Insurance operationsIndependent brokers, small agencies, and account managers
Quote, renew, compare, and chase claims from one broker workspace.
PolicyDesk is being designed to help insurance teams turn scattered policy PDFs, carrier emails, claims updates, and renewal dates into clean client-ready actions.
- Planned
- features below
- Early access
- register your interest
- No payment
- join the interest list
The problem
The work is small until it repeats every day.
- 01
Carrier email sprawl
Quotes, endorsements, and claims updates arrive across inboxes with no clean client view.
- 02
Renewal leakage
Small agencies lose renewal timing because follow-up lives in calendars and memory.
- 03
Hard comparisons
Policy differences are buried in PDFs, exclusions, and carrier-specific language.
Planned workflow
One queue, one workflow, one clear handoff.
- 01
Collect
Collect carrier quotes, policy PDFs, claims emails, and client notes.
- 02
Compare
Compare premiums, coverage gaps, exclusions, and recommendation points.
- 03
Renew
Track renewal windows and broker-owned next actions.
- 04
Follow up
Draft client-ready updates for quotes, renewals, and claims.
Planned features
Proposed scope for the first release. Supported integrations will be confirmed before launch.
- Quote intake workspace with carrier emails, client notes, and policy documents
- AI policy comparison notes for coverage, exclusions, premiums, and renewal changes
- Renewal reminders with account owner, client status, and next-best action
- Claims follow-up queue with clean client-facing status updates
Proposed pricing
Proposed monthly pricing and allowances. Features may change before launch. No payment or subscription today. Third-party usage charges, where applicable, are separate.
Agency
RecommendedMost useful
€149/mo
- 500 client files
- Team assignments
- Carrier email parsing
- Comparison drafts for broker review
Book
Large book of business
€399/mo
- 2,500 client files
- Custom policy fields
- Shared renewal calendar
- Priority onboarding
Not sure which plan fits? Join early access and we will help you pick.
Early access
These features are planned and are not available yet. Register your interest to help shape the first release.
Prefer email? hello@modestbytes.com