DataBraid

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.

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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.

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.

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.

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.

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.

“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.”

Brokerages spend 1,800+ hours per month handling low-value service requests