FAQ
Questions before applying for early access.
What is Brokerly?
Brokerly is a workspace for independent insurance brokers and small teams. It brings client records, policies, quotes, renewals, claims, documents, notes, and activity into one clear place.
Is this a public launch?
No. Brokerly is using a small private beta to validate the workflow and learn from real broker teams before public launch.
Do I need to replace my current AMS?
No. The beta is not positioned as a full AMS replacement. Brokerly can sit beside existing tools while we learn where it creates the most value.
What features are ready?
The first version is centered on the work brokers asked us to make clearer: clients, policies, quotes, renewals, claims, documents, notes, and handoff context. We will be direct about what is ready before any team depends on it.
Is my data safe?
Brokerly is being built as a dependable workspace. During early access, we will keep setup controlled and be clear about what information belongs in Brokerly before you add it.
What happens after I apply?
We review applications manually. If your workflow matches the first beta workflows, we will reach out to schedule a short setup or research call.
How much does early access cost?
Qualified early adopters get one year free during the private beta and the option to keep lifetime launch pricing once Brokerly becomes paid.
Can my team join?
Yes, especially if you are an independent brokerage or small team where renewals, records, documents, and handoffs are causing friction.