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One Workspace. Any Carrier.

More time serving customers.
Less time managing systems.

DataBraid helps brokerage teams work across carriers from one workspace, reducing portal hopping, duplicate data entry and the friction of carrier-specific workflows.

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Brokers shouldn't have to be the integration layer between disconnected systems.

Carrier portals. Different credentials. Duplicate data entry. Different workflows.

 

DataBraid creates a more consistent way for brokers to work across carriers.

 

 

How DataBraid Works

A broker-centric workspace built around how brokers actually work across carriers.

1
Work across carriers

Bring carrier workflows into one broker experience instead of navigating different portals and processes.

2
Work from current carrier information

Bring the carrier information and activity brokers rely on closer to the work they're already doing.

3
Reduce the friction

Reduce repetitive navigation, duplicate entry and manual work across carrier workflows.

4
Keep the broker in control

Brokers apply their expertise, make the decisions and remain accountable for the client relationship.

Why DataBraid

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More time for higher-value work

Reduce the administrative burden around carrier workflows so brokers can focus on advice, service and relationships.

Supercharge your client experience

More time for your customers

Reduce repetitive system work so brokers can spend more time advising customers, building relationships and growing the business.

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Technology that empowers brokers

DataBraid accelerates the work while brokers retain their judgement, accountability and the client relationship.  

Built for the insurance ecosystem that already exists.

✓ Works alongside your existing BMS

✓ Works with existing carrier systems and workflows

✓ Reduces friction without requiring carriers to work the same way

✓ Designed around how brokers already work

DataBraid broker workspace showing policy, billing, vehicle and carrier workflow information

What DataBraid Makes Possible

Turn fragmented carrier workflows into a more connected broker experience.

Fewer places to go

Bring supported carrier workflows closer to the broker instead of requiring constant movement between different systems and portals.

Less work to repeat

Reduce navigation, re-entry and repetitive steps across everyday carrier workflows. 

More work moving forward

Let DataBraid handle more of the system work so brokers can focus on the decisions, advice and customer interactions that require their expertise.

Built with brokerages like you

Trusted by Top Brokerages
Trusted by Top Brokerages
Trusted by Top Brokerages

“Even without training, someone could easily be able to use DataBraid because it is so user-friendly and so easy to read and understand."

“When I first started using portals it felt complicated. DataBraid makes the things that would have taken time to learn so much easier.”

“DataBraid makes everything a lot easier. The steps make sense, and it’s easier to ask clients questions in the right order, so the whole process feels smoother.”

Ready to spend more time serving customers?

Book a Demo