Sign inFor health & life insurance brokers
BrokerX AI
The operating system for health & life insurance brokers and agencies.
Bring your CRM, lead enrichment, policies, renewals, enrollment, client outreach and social media marketing together — with AI at the center of your health and life insurance business.
AI ranks every lead and client by score, enrollment timing and engagement.
Build Medicare, ACA and life audiences, then verify, score and assign them.
Turning 65, special enrollment, life events and cross-sell — found for you.
HealthSherpa-powered quoting and an enrollment center that flags issues first.
Power dialer and two-way texting with consent checks before every send.
Facebook, Instagram and LinkedIn campaign planning, post approvals and an engagement inbox.
Commissions, expenses and a simple P&L built for brokers.