Databraid for Brokerages

Streamline costly policy servicing processes

Reduce the time and cost of policy servicing using our API. We help you simplify operations so your team can focus on what truly matters.

Grow your brokerage not your headcount

DataBraid automates service transactions that your brokers spend too much time on. This means lower cost of servicing per policyholder, quicker processing times, fewer errors, and more time to grow your business.

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Seamlessly integrate with your existing processes

DataBraid is built on top of your existing software, this ensures your brokers are kept in the loop on every transaction where they can step in at any point to support the policyholder or upsell on high value opportunities.

Monitor your data and customize access

Through our dashboard you can monitor your time savings, sales impact, and customize which actions your policyholders can complete.

Improve your Policyholder Experience

Our front end experience frees up your brokers’ valuable time so they can focus on providing personalized insurance advice tailored to each customer's needs.

Sign up for our pilot program and get early access to our broker tools

Free access to DataBraid during pilot
Influence over product feature set and roadmap
Early access to new features
1:1 dedicated onboarding support

FAQs

These are the questions we get asked often, if you have a question you don’t see here please reach out to us at hello@DataBraid.io

Do you integrate with our BMS?

DataBraid can work with your BMS platform to record any activities that are processed through our platform.

Which carriers does DataBraid work with?

DataBraid is in conversations with Canada’s top Insurers.

Do you store any customer or policy data?

DataBraid does not permanently store customer or policy data. Personal Identifiable Information (PII) that flow through DataBraid are encrypted.