Vertical · Insurance Brokerage
Bonalta for Insurance Brokerage.
Insurance is renewal-driven and multi-line. Bonalta builds your book around households + policies, not just contacts. Quote pipelines, renewal cadences, cross-sell triggers, and AMS-sync to your carrier-of-record.
+22%
Renewal retention
2.1x
Cross-sell rate per household
−45%
Time to quote
Playbooks shipped on day one
Bonalta for Insurance Brokerage comes with these out of the box.
Household + policy data model
Track relationships, drivers, properties, vehicles, business entities. Every policy linked to the right account.
Quote pipelines
Per-line-of-business stages (auto, home, life, commercial) with carrier-specific automations.
Renewal cadence
90 / 60 / 30-day touches before renewal, with options-ready quotes auto-generated where possible.
Cross-sell triggers
Property buyer? AI flags umbrella + life. New vehicle? Re-rate the auto. Triggers fire on data changes.
Carrier AMS sync
Two-way sync with Applied Epic, Hawksoft, EZLynx via integration partners. Single source of truth.
Compliance + audit
Recording with consent, retention of quote presentations, audit trail per producer.