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Stop Portal Hopping. Start Scaling.

Join the DataBraid Early Access Program

There is a quiet inefficiency at the heart of the insurance brokerage industry: portal hopping. Every day, talented brokers are forced to navigate a fragmented ecosystem of carrier portals, manually re-entering the same information repeatedly just to complete routine servicing work.

DataBraid is taking on this problem directly. We’ve built a unified workspace that standardizes broker workflows above existing carrier systems. You enter information once, and our platform propagates it consistently across your carriers—eliminating duplicate data entry and reducing policy servicing time by up to 50%.

We are expanding our reach into select brokerages across North America. Join our exclusive Early Access Program (EAP) to start saving time today and help shape the future of insurance workflows.

 

Early Access Program (1)

Why Join the Early Access Program?

As an exclusive EAP Partner, you will get more than just early access to our platform. You will have a direct line to our product team to influence how DataBraid evolves to meet your brokerage's unique needs.

1. Use the Platform First Get immediate access to DataBraid and start simplifying your policy servicing right away. Launch DataBraid directly from your Broker Management System (BMS) to update policies, run real-time quotes, and finalize changes with a single click. Experience the immediate ROI of reducing your team's administrative workload by up to 20.8%.

2. Shape the Future of the Product Your voice matters. Give us your feedback—the good and the bad—and directly influence the features, workflows, and tools we build next for your one-stop policy servicing platform.

3. Co-Develop New Carrier Partnerships Are you highly dependent on a specific carrier that isn't on our platform yet? Become a co-development partner. We are actively looking for EAP brokerages to partner with us to prioritize and connect new carrier portals to the DataBraid ecosystem. Let's connect them together!

 


Safe, Governed Automation You Can Trust

In a regulated industry, trust is a product capability. DataBraid does not replace carrier systems or rely on risky autonomous bots.

  • Human-in-the-Loop: Every material action requires explicit human approval by a licensed broker.
  • Deterministic Execution: We separate agent-assisted AI (for preparation) from deterministic RPA (for execution). You use your existing broker credentials to complete tasks the exact same way a human would.
  • No Carrier Integrations Needed: DataBraid operates seamlessly within existing portal workflows, meaning no new APIs or complex IT overhauls are required.

Exclusive EAP Partner Support

We are fully committed to your success. As an EAP partner, you receive premium, hands-on support to ensure a seamless rollout:

  • Dedicated Account Manager: A primary point of contact to support your onboarding, coordinate feedback, and ensure your success.
  • Demo Environment: A safe, risk-free sandbox environment where your team can practice using DataBraid without impacting real policies.
  • Weekly Office Hours: Optional, drop-in sessions to ask questions, provide feedback, or get live guidance.
  • Monthly Reporting: Regular summaries of your usage, key outcomes, and early indicators of operational impact and cost savings.

Ready to reclaim your capacity?

Your team's expertise is too valuable to spend on repetitive portal work. Join the brokerages that are already eliminating the manual grind.