Built for modern brokerages

The clear next step for your book of business.

BrokerStep brings clients, renewals, policies, and commissions into one calm, intelligent workspace so you can spend more time growing relationships.

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Commission

+$12,480

New clients

+24 this month

Product Benefits

Everything your brokerage needs.

Replace disconnected tools with a focused workspace that makes the important work visible and actionable.

Unified Data Hub

All your client data in one place

Bank-Level Security

Your data is always protected

Smart Workflows

Automate repetitive tasks

Key Features

The tools behind a better brokerage.

Purpose-built workflows replace scattered spreadsheets and give your team one reliable source of truth.

Book of Business

Every client and policy, organized.

Commission Tracking

Know what is earned and pending.

Reconciliation

Match statements with confidence.

Lead Management

Turn opportunities into relationships.

Analytics

See the signals behind growth.

Why Choose BrokerStep

Make decisions from the whole picture.

A live view of production, renewals, commissions, and pipeline helps every person know what to do next.

See your workspace

Why Choose BrokerStep - Operating Workspace

Membership Information

A plan that grows with your brokerage.

Start with the essentials, then bring your whole team into one shared operating system as your book grows.

Starter

Perfect for new brokers getting started.

CAD1,000/ month

3-Day Free Trial

Includes:

Full Access for 3 Days

Up to 100 Clients

Basic Features

Support via Email

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Professional

For growing brokers and teams.

CAD1,500/ month

3-Day Free Trial

Includes:

Up to 500 Clients

Lead Generation Form

All Core Features

Priority Support

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Business

For large brokerages and advanced needs.

CAD2,000/ month

3-Day Free Trial

Includes:

Unlimited Clients

Advanced Analytics & Reports

API Access

Dedicated Support

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How It Works

Make every next step obvious.

Follow these simple steps to transform your brokerage operations.

Set up your workspace

Configure your brokerage settings in minutes

Import your data

Migrate clients and policies effortlessly

Track everything

Monitor commissions and renewals in real-time

Scale your business

Grow with confidence using actionable insights

Frequently Asked Questions

Everything you need to know.

Have questions about BrokerStep? Find clear answers below or reach out to our team anytime.

BrokerStep is a modern, unified operating system designed specifically for independent insurance brokers and growing brokerages. It brings client relationship management, policy lifecycle tracking, upcoming renewals (7/30/60/90-day views), automated commission statement reconciliation, and lead capture into one seamless workspace.

You can upload carrier commission statements in CSV or Excel format. BrokerStep automatically matches policy numbers, premiums, and expected commission percentages against actual carrier disbursements. It instantly identifies discrepancies, short-pays, chargebacks, and outstanding balances so no earned revenue slips through the cracks.

Yes! The Upcoming Renewals dashboard organizes your book of business across 7, 30, 60, and 90-day renewal windows. You can quickly see expiring policies, carrier details, and premium values to proactively engage clients and secure renewals before expiration.

Data security is our top priority. We utilize enterprise-grade 256-bit AES encryption at rest and in transit, multi-factor authentication (MFA), role-based access controls, and daily automated backups in compliance with stringent insurance data privacy standards.

Yes, absolutely. BrokerStep provides fast CSV and Excel data import tools for clients, policies, and carrier details. Our support team is also available to assist with data formatting and custom onboarding to ensure a smooth transition with zero downtime.

Yes. BrokerStep offers flexible plans with no long-term lock-in contracts. You can upgrade, downgrade, or change your subscription directly from your account settings at any time as your brokerage grows.

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