Stop Chaos. Run the Office With Clarity.
Brokr Trackr is the internal workspace that keeps your entire agency — producers, service teams, and leadership — aligned around what matters: client work, projects, and deadlines across the year.
Task Completed
Just now
Renewal in 14d
Acme Corp
0
Unified workspace
∞
Users per agency office
0/60/90 day
Renewal visibility
0%
Internal collaboration
Most agencies succeed despite their tools — not because of them.
Spreadsheets, email threads, and task apps create fragmentation and blind spots.
Work scattered across systems
No one source of truth for deadlines
Unclear ownership on deliverables
Leaders reacting instead of planning
Brokr Trackr brings team clarity, shared ownership, and predictable execution — for renewals, projects, recurring tasks, and strategic initiatives.
Office Workflows, All in One Place
No more siloed tools. No more fragmented work.
Renewals & Client Deliverables
Annual reviews and ongoing service — all tracked with clear ownership and deadlines.
Projects & RFPs
Marketing plans, new business initiatives, and strategic projects with clear milestones.
Recurring Work
Monthly reports, strategy meetings, client check-ins — never let routine work slip through the cracks.
Internal Ops
Task handoffs, accountability, and cross-team coordination in one shared workspace.
How It Works
Everything your team needs to execute work consistently, together.
Unified Workspace
All client work visualized in one system — renewals, projects, tasks, and deadlines.
Clear Ownership
Tasks and milestones assigned with accountability. Everyone knows who's responsible.
Team Collaboration
Notes, files, and updates where the work lives. No more hunting through email.
Risk & Progress Visibility
See what's at risk before it becomes a problem. Leadership stays ahead, not behind.
The missing layer in your agency stack
Brokr Trackr doesn't replace your AMS or CRM — it gives your team a place to execute work consistently, together.
Not a CRM replacement
CRMs track pipeline. Brokr Trackr drives delivery across your office.
Not an AMS replacement
Your AMS stores policy data. Brokr Trackr gives your team a place to execute work consistently.
Who It's For
Small and midsize agency offices
Whether you have 5 people or 50, Brokr Trackr scales with your team.
Ops managers
Get visibility into workload, deadlines, and team capacity.
Sales leaders
Track pipeline projects and ensure renewals don't slip through the cracks.
Service teams
Manage client work with clear ownership and due dates.
Simple, Office-Based Pricing
Unlimited users. Full workflow coverage. Designed for teams of 5–20+.
Frequently Asked Questions
No. Brokr Trackr is an internal operations platform. It doesn't replace your AMS or CRM—it complements them by giving you a place to coordinate work, track deadlines, and collaborate as a team.
No. Brokr Trackr focuses on operational workflows—renewals, projects, and tasks. We don't handle commissions, claims data, or protected health information.
Yes. Brokr Trackr is designed for both benefits and P&C teams. The workflow is the same: track clients, manage renewals, run projects, and hit deadlines.
Most teams are up and running within a week. Import your clients, set up your team, and start tracking work immediately.