Overbase for insurance brokers
Commercial insurance brokers have a large network of natural partners—carriers who can help spot new coverage needs, law and accounting firms that see great referral leads, and industry associations with built-in members
These partnerships drive growth, but many opportunities never surface. Because everyone's data is trapped in separate systems
Connect sales data
Both you and your partners securely connect sales data from wherever it lives. You stay in full control of who accesses what data
Design a custom email format
Design a custom email format that perfectly matches your unique business. Your team keeps working how they currently work
Receive opportunities by email
Your team receives emails with actionable revenue opportunities right in their inbox. No new dashboard or tools to learn
