Broker 360: The CRM App Built for Insurance Agents
Broker 360 is the mobile CRM for insurance agents. Log clients and policies, track approaches, presentations and sales, run team leaderboards, and manage your agency from your phone.
Also available on Google Play and the web dashboard.
Your complete insurance toolkit
Everything you need to manage clients, close deals, and grow your business—all in your pocket.
Built for insurance professionals
Track every interaction, never miss a follow-up, and keep your entire book of business organized—without the busywork.
- Client activity logging
- Smart follow-up reminders
- Performance insights
Everything in one place
No more jumping between spreadsheets, calendars, and notes. Broker 360 brings your entire workflow into a single, intuitive mobile experience.
- Team collaboration tools
- Custom checklists
- Real-time sync across devices
Join insurance professionals who've streamlined their workflow
Key Features
Everything you need to manage your insurance business effectively
Client Logging
Track all client interactions and important information in one place
Activity Tracking
Monitor your sales activities and stay on top of your pipeline
Leaderboards
See how you're performing compared to others and stay motivated
Sales Analytics
Real-time insights into your performance and revenue
Team Management
Collaborate effectively and manage your team's activities
Mobile First
Access everything you need on-the-go from your mobile device
Frequently asked questions
Straight answers about what Broker 360 is, who it is for, and what it costs.
What is Broker 360?
- Broker 360 is a mobile CRM app built for insurance agents. It combines client and policy logging, daily activity tracking for approaches, presentations and sales, team leaderboards, sales analytics and team management in one app for iPhone, iPad and Android, with a web dashboard for managers.
Who is Broker 360 for?
- Insurance agents who sell life, final expense and Medicare products in the home or by phone, the managers who coach them, and agencies that want one system for activity, policies, recruiting and competitions. There are plans for individual agents, managers and agency teams.
Is there a free trial?
- Yes. Start a 14-day free trial at joinbroker360.com/join. A card is required and nothing is charged if you cancel before day 14. After the trial, every plan is month to month.
How much does Broker 360 cost?
- Plans start at $14.99 per month for Starter. Agent plans are $49 per month and Manager plans $79 per month, with Agent Plus ($199) and Manager Plus ($299) adding automated follow-ups, texting and recruiting tools. See the pricing page for what each plan includes.
Which devices does Broker 360 run on?
- Broker 360 runs on iPhone and iPad (App Store) and on Android (Google Play). Agents and managers also use the web dashboard at broker360pro.com, and data syncs in real time across devices.
What can I track in Broker 360?
- Every client interaction, approaches, presentations, sales, policies, check-ins and follow-up reminders. Leaderboards rank activity across your team, and managers get a live view of team numbers.
Does Broker 360 include quoting and presentations?
- Yes. Agents run the in-home presentation from the app, moving from a health review to coverage options and the close, and Agent plans include a multi-carrier quoting tool.
Can managers see their team's activity?
- Yes. Manager plans include a live manager view, team numbers, a hiring pipeline and leaderboard management, so managers see what the team is doing today rather than last week.
Meet Our Team
Experienced professionals dedicated to your success
Joe Betterman
CEO & Founder
10+ years in insurance and technology
Caleb Martinez
CTO
5+ years in full-stack development
Seth Liptak
Head of Marketing
8+ years driving growth for B2B SaaS brands
Diego Garcia
Customer Success
6+ years helping insurance teams adopt new technology