DataBraid uses AI to unify carrier portals and connect directly with your BMS, removing endless rekeying and portal hopping so your team can focus on what matters most.
Your Brokers
Carrier Portals
BMS
Client Data
Policy Change
New
Add Vehicle
Policy Change
Add Vehicle
Policy Change
Remove Driver
Policy Change
Billing Update
Brokerages spend 1,800+ hours per month handling low-value service requests
DataBraid gives you that time back.
How It Works
DataBraid integrates seamlessly into your brokerage’s existing workflows.
1
Launch from your BMS
Open DataBraid right from your BMS using your usual credentials - no new systems or processes required.
2
View and update policies in real time
See live auto policy data and make changes (add drivers, swap vehicles, update coverages & more) all within one simple view.
3
Let DataBraid do the heavy lifting
DataBraid automatically sends policy changes to the carrier portal and your BMS. You enter data once, and it updates everywhere.
4
Review the change, quote and go
Get real-time quotes for policy updates and finalize changes with a single click, keeping you focused on your clients, not your portals.
Why DataBraid
Unlock broker productivity
With DataBraid, brokerages can cut policy servicing time by as much as 50%, freeing hundreds of hours each month for meaningful, revenue-driving work.
Supercharge your client experience
No more endless time waiting on hold or telephone tag with your clients. Handle policy changes in moments, from quick license updates to adding a brand new vehicle.
Keep control of your data
DataBraid connects systems without ever storing your data. Every transfer is encrypted and governed by industry-leading privacy standards so you stay in control at all times.
Tired of complex, months-long software implementations?
✓
DataBraid integrates seamlessly with your existing systems
✓
No new logins, no process overhauls, no downtime
✓
Setup is fast and easy - start with one broker or your entire team
Add New Vehicle
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345
Key Features
Deliver a best-in-class experience for your brokers and policyholders.
Multiple carriers in one
Initiate policy changes for any supported carrier directly from DataBraid. No more navigating to multiple carrier portals.
Straight-through processing
Get real-time quotes for policy changes and push them directly to the carrier, eliminating manual portal re-entry.
Embedded BMS flow
Launch DataBraid right from your BMS to instantly pull the latest policy details from the carrier portal.
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."
Service Broker
Leading Brokerage
“When I first started using portals it felt complicated. DataBraid makes the things that would have taken time to learn so much easier.”
Service Broker
Leading Brokerage
“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.”
Service Broker
Leading Brokerage
Let’s connect the infrastructure that moves insurance forward.
Book a Demo
DataBraid uses AI to unify carrier portals and connect directly with your BMS, removing endless rekeying and portal hopping so your team can focus on what matters most.
Book a Demo
Brokerages spend 1,800+ hours per month handling low-value service requests
DataBraid gives you that time back.
How It Works
DataBraid integrates seamlessly into your brokerage’s existing workflows.
Launch from your BMS
Open DataBraid right from your BMS using your usual credentials - no new systems or processes required.
1
View and update policies in real time
See live auto policy data and make changes (add drivers, swap vehicles, update coverages & more) all within one simple view.
2
Let DataBraid do the heavy
lifting
DataBraid automatically sends policy changes to the carrier portal and your BMS. You enter data once, and it updates everywhere.
3
Review the change, quote and go
Get real-time quotes for policy updates and finalize changes with a single click, keeping you focused on your clients, not your portals.
4
Why DataBraid
Unlock broker productivity
With DataBraid, brokerages can cut policy servicing time by as much as 50%, freeing hundreds of hours each month for meaningful, revenue-driving work.
Supercharge your client experience
No more endless time waiting on hold or telephone tag with your clients. Handle policy changes in moments, from quick license updates to adding a brand new vehicle.
Keep control of your data
DataBraid connects systems without ever storing your data. Every transfer is encrypted and governed by industry-leading privacy standards so you stay in control at all times.
Tired of complex, months-long software implementations?
✓
DataBraid integrates seamlessly with your existing systems
✓
No new logins, no process overhauls, no downtime.
✓
Setup is fast and easy - start with one broker or your entire team
Key Features
Deliver a best-in-class experience for your brokers and policyholders.
Multiple carriers in one
Initiate policy changes for any supported carrier directly from DataBraid. No more navigating to multiple carrier portals.
Straight-through processing
Get real-time quotes for policy changes and push them directly to the carrier, eliminating manual portal re-entry.
Embedded BMS flow
Launch DataBraid right from your BMS to instantly pull the latest policy details from the carrier portal.
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."
Service Broker
Leading Brokerage
“When I first started using portals it felt complicated. DataBraid makes the things that would have taken time to learn so much easier.”
Service Broker
Leading Brokerage
“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.”
Service Broker
Leading Brokerage
Let’s connect the infrastructure that moves insurance forward.
Book a Demo
DataBraid uses AI to unify carrier portals and connect directly with your BMS, removing endless rekeying and portal hopping so your team can focus on what matters most.
Book a Demo
Brokerages spend 1,800+ hours per month handling low-value service requests
DataBraid gives you that time back.
How It Works
DataBraid integrates seamlessly into your brokerage’s existing workflows.
Launch from your BMS
Open DataBraid right from your BMS using your usual credentials - no new systems or processes required.
1
View and update policies in real time
See live auto policy data and make changes (add drivers, swap vehicles, update coverages & more) all within one simple view.
2
Let DataBraid do the heavy lifting
DataBraid automatically sends policy changes to the carrier portal and your BMS. You enter data once, and it updates everywhere.
3
Review the change, quote and go
Get real-time quotes for policy updates and finalize changes with a single click, keeping you focused on your clients, not your portals.
4
Why DataBraid
Unlock broker productivity
With DataBraid, brokerages can cut policy servicing time by as much as 50%, freeing hundreds of hours each month for meaningful, revenue-driving work.
Supercharge your client experience
No more endless time waiting on hold or telephone tag with your clients. Handle policy changes in moments, from quick license updates to adding a brand new vehicle.
Keep control of your data
DataBraid connects systems without ever storing your data. Every transfer is encrypted and governed by industry-leading privacy standards so you stay in control at all times.
Tired of complex, months-long software implementations?
✓
DataBraid integrates seamlessly with your existing systems
✓
No new logins, no process overhauls, no downtime.
✓
Setup is fast and effortless - start with one broker or your entire team
Key Features
Deliver a best-in-class experience for your brokers and policyholders.
Multiple carriers in one
Initiate policy changes for any supported carrier directly from DataBraid. No more navigating to multiple carrier portals.
Straight-through processing
Get real-time quotes for policy changes and push them directly to the carrier, eliminating manual portal re-entry.
Embedded BMS flow
Launch DataBraid right from your BMS to instantly pull the latest policy details from the carrier portal.
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."
Service Broker
Leading Brokerage
“When I first started using portals it felt complicated. DataBraid makes the things that would have taken time to learn so much easier.”
Service Broker
Leading Brokerage
“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.”
Service Broker
Leading Brokerage
Let’s connect the infrastructure that moves insurance forward.
Book a Demo