Broker
Professional renewal reports in minutes.
Purpose-built for brokers who want a repeatable, premium renewal workflow.
Why brokers use it
Standardize renewals with consistent client-facing structure.
Save time by reducing manual calculations and report prep.
Deliver branded PDF summaries that look presentation-ready.
How it works
1. Create your broker profile and start trial access.
2. Add a client and generate an instant preview summary.
3. Upgrade to Pro for full insights and branded PDF export.
Beta pricing
Simple monthly subscription while in beta.
$99/month
Includes unlimited clients, Pro report metrics, and branded PDF generation.
View full pricing