Built for brokers and intermediary businesses

The CRM that tracks a client, the carriers you shop them to, and the commission you earn, in one view.

Broker work is intake, carrier shopping, placement, renewal, and commission tracking. Strkr ships a CRM core shaped around the broker two-sided motion with client on one side, carriers and markets on the other, and the deal in the middle. Works for insurance, mortgage, freight, business, yacht, and equipment brokers.

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What this audience is actually dealing with

The pains that bring buyers here.

A broker business runs a two-sided motion that generic CRMs do not model. You have client relationships on one side (the buyer) and carrier or market relationships on the other (the seller), with the deal being the match. Most brokers run on specialized industry tools (AMS360, Applied Epic, Encompass, Calyx, McLeod, DAT) for the regulated accounting flow plus Google Sheets or Pipedrive for the relationship work. The pain points below are what Strkr onboarding hears on every intake call with a broker business between 11 and 180 staff.

The two-sided motion

The CRM only models one side.

A generic CRM models the client relationship but has no concept of the carrier or market relationship, which is half of broker work. The result is 180 custom fields trying to shoehorn carrier relationships into contact and account objects. Strkr ships client and carrier as parallel relationship structures with the shop or quote object connecting them.

Carrier marketplace is a spreadsheet

The quote comparison lives in Excel.

When a broker shops a client to multiple carriers the quote comparison usually lives in a spreadsheet that the broker builds by hand. The spreadsheet has the client coverage requirements on the left and the carrier quotes on the right. The spreadsheet goes stale when a carrier updates terms. Strkr ships a quote comparison surface tied to the client with live carrier terms, side-by-side comparison, and the client-facing proposal export.

Renewal cadence is calendar

Policies due to renew live in Outlook reminders.

For brokers whose business recurs on an annual or multi-year basis (insurance brokers, benefits brokers, equipment leasing brokers) the renewal cadence is critical. Most brokers run the cadence from Outlook reminders or a shared spreadsheet. Strkr tracks renewal as a workflow tied to the policy or deal object with Strkr AI drafting the renewal shop and the client renewal outreach.

Commission tracking is a monthly export

The commission reconciliation eats days per month.

Broker commissions come from the carrier through various report flows (commission statements, bordereaux, EDI feeds). The broker reconciles the commission statement against the policies placed, flags discrepancies, and chases missing commissions. Most brokers run this reconciliation manually against monthly carrier statements. Strkr ships commission as a first-class object with expected versus received tracking and discrepancy flagging.

Carrier appointment paperwork

The producer license and appointment is a filing cabinet.

Brokers require state licenses and carrier appointments to legally place business. The paperwork (producer license numbers, appointment confirmations, continuing education records) usually lives in a filing cabinet or a shared drive. Strkr tracks producer licensing and carrier appointment as first-class fields on the user with expiration date alerts and renewal workflow.

Compliance-aware communication

AI drafting that respects fiduciary posture.

Broker communication carries legal and fiduciary weight (insurance recommendations, mortgage disclosures, product steering restrictions). AI drafts cannot ship copy that creates liability. Strkr AI drafts with retrieval scope that pulls from the client file, the actual quote terms, and the regulated disclosure library. The broker reviews every draft before sending.

The broker schema

Objects shaped like intermediary work.

Strkr ships a tunable broker schema with Client, Carrier, Quote, Placement, Renewal, and Commission as first-class objects. The agency principal can rename or extend anything. The default lands close to where mid-sized broker businesses typically settle.

Client object

Account type, risk profile, book history.

A client in Strkr carries account type (personal, commercial, small business, mid-market, enterprise, or industry-specific types), risk profile, book of business value, retention tenure, servicing producer, and book transfer history. The schema drives the carrier shopping logic and the renewal cadence.

Carrier object

Appointment status, markets, submission portal.

A carrier object captures the market relationship with appointment status (direct, broker-of-record, sub-broker, lapsed), markets written (lines of business served), submission portal URL, commission schedule, and underwriting focus. The carrier drives the quote shopping surface and the appointment compliance.

Quote object

Carrier, terms, coverage, premium.

A quote ties the client and the carrier with the terms (coverage limits, deductibles, exclusions, premium amount, policy period). Multiple quotes per client create the quote comparison surface. The quote drives the client proposal and the final placement.

Placement object

Bound policy, effective date, servicing.

A placement captures the bound policy with policy number, effective date, expiration date, premium, commission earned, servicing producer, and status (active, cancelled, non-renewed, lapsed). The placement drives the renewal cadence and the commission tracking.

Renewal object

Shop timing, incumbent terms, outcome.

A renewal object ties to the placement with the renewal shopping timeline (typical 120, 90, 60, 30 days before expiration), incumbent carrier terms, competitive quote collection, and outcome (renewed with incumbent, remarketed to new carrier, lost).

Commission object

Expected, received, reconciliation.

A commission entry ties to the placement with expected commission (based on premium times commission rate), received commission (from carrier statement), discrepancy flag, and reconciliation status. The entries aggregate for the monthly producer commission statement and the agency revenue.

How Strkr AI drafts for broker work

The AI jobs that fit intermediary communication.

Broker communication requires professional voice with regulatory sensitivity. Strkr AI drafts with retrieval scope that pulls from the client file, the quote terms, and the regulated disclosure library. Every draft requires broker review before send.

Client proposal

The side-by-side carrier comparison for the client.

Strkr AI drafts the client proposal with the carrier comparison, the recommended placement, the rationale (price, coverage, service), and the regulated disclosure attached. The broker reviews and sends. The proposal lands as a document instead of a boilerplate.

Renewal shopping outreach

The 120-day pre-renewal carrier submission.

For renewals that need to go to market Strkr AI drafts the carrier submission package with the client current terms, loss experience where applicable, and the submission request. The producer reviews and sends to the carrier marketplace through the carrier submission portals.

Client renewal review

The pre-renewal strategy conversation.

Before a renewal Strkr AI drafts the client review email with the current year coverage summary, loss experience summary, market condition notes, and the proposed renewal shopping strategy. The producer uses the email to set up the renewal review meeting.

Commission discrepancy

The carrier accounting inquiry.

When a commission discrepancy flags Strkr AI drafts the carrier accounting inquiry with the policy numbers, expected commission amounts, received commission amounts, and the discrepancy total. The agency accounting manager reviews and sends.

New business inquiry response

The response to a prospect inquiry.

When a prospective client inquires Strkr AI drafts the response with the broker specializations, the intake process, the quote timeline, and the next step. The producer reviews and sends within the response SLA.

Compliance disclosure template

The regulated disclosure wrapper.

For broker communication that requires regulatory disclosure (insurance replacement notices, mortgage affiliated business arrangements, broker compensation disclosures) Strkr AI drafts the client communication with the required disclosure block pulled from the library. The producer reviews the disclosure block for current regulatory status before sending.

The broker operating cadence

The views a broker business runs daily and monthly.

Strkr ships views shaped around broker operating cadence. The cards below are the views an agency principal, servicing producer, and operations manager open on Monday morning.

New business pipeline

Prospects in each quote stage.

The new business pipeline surfaces prospects by stage (intake, carrier shop, quote delivered, decision pending, bound). The servicing producer uses the view for daily follow-up prioritization.

Renewal queue

Policies renewing in the next 120 days.

The renewal queue surfaces policies renewing in the next 120 days ranked by premium (largest first) and days remaining. Each renewal shows incumbent terms, shopping status, and client review status. The producer works the queue weekly.

Carrier submission queue

Open submissions by carrier.

The carrier submission queue groups open submissions by carrier with submission date, expected quote date, and status. Submissions past the expected quote date trigger a follow-up outreach workflow.

Commission reconciliation

Monthly expected versus received.

The commission reconciliation view shows month-to-date expected commission versus received commission by carrier, with discrepancies flagged. The accounting manager uses the view for the monthly carrier statement review.

Producer scorecard

Producers by new business and retention.

The producer scorecard ranks each producer by new business bound year-to-date, retention rate, commission earned, and policy count. The agency principal uses the scorecard for compensation review and performance coaching.

License and appointment status

Producer credentials by expiration.

The license and appointment view surfaces each producer license by state with expiration date, continuing education status, and carrier appointment status. Expirations in the next 60 days flag yellow. Lapsed credentials flag red.

Head-to-head

Strkr vs a generic CRM for broker work.

Most broker businesses run on a specialized industry tool (AMS360, Applied Epic, Calyx, Encompass, DAT) for the regulated accounting flow plus a generic CRM for relationship work. The comparison below is Strkr broker posture versus a generic sales CRM applied to the same operation.

Feature Strkr Generic sales CRM for broker work
Two-sided client plus carrier modeling Parallel relationship objects with quote connector. One-sided client only.
Carrier marketplace surface Live quote comparison with proposal export. External spreadsheet.
Renewal workflow Built-in 120-day cadence with AI drafts. Calendar reminders.
Commission tracking Expected versus received with discrepancy flag. Monthly spreadsheet reconciliation.
Producer licensing and appointment First-class with expiration alerts. Spreadsheet or filing cabinet.
Compliant AI drafting Scoped to client file and disclosure library. Generic chatbot tone.
Integration with carrier portals Via webhook spec with carrier EDI. Manual data entry.
Audit log for E and O posture Record read and write with 90-day retention. Partial.
Fiduciary disclosure block library Templated with regulatory versioning. None.
How teams use Strkr

Five broker business playbooks.

The playbooks below are patterns Strkr onboarding sees across broker business deployments.

Pattern A

The 14-staff independent insurance agency.

A 14-staff independent insurance agency ran AMS360 for the regulated accounting flow and a mix of Outlook, Excel, and sticky notes for the client relationship work. The agency principal spent about 14 hours per week on administrative overhead. Strkr onboarding ran a 22-business-day migration with AMS360 staying as source of truth for the accounting flow and Strkr landing as the client, carrier, and quote relationship layer. The agency principal reclaimed about nine hours per week.

Pattern B

The 42-staff commercial insurance brokerage.

A 42-staff commercial insurance brokerage ran Applied Epic for the back office and Salesforce for new business. Salesforce had drifted across six years of commercial operations with 240 custom fields and heavy admin overhead. Strkr onboarding ran a 32-business-day migration replacing Salesforce with Strkr while keeping Applied Epic for the regulated accounting flow. The agency closed the Salesforce admin role and reinvested the budget in a producer development role.

Pattern C

The 85-staff mortgage brokerage.

An 85-staff mortgage brokerage ran Encompass for the loan origination flow and Pipedrive for client relationship management. Pipedrive did not model carrier wholesale lenders cleanly and the renewal cadence was tribal knowledge. Strkr onboarding ran a 28-business-day migration landing the two-sided motion with wholesale lenders as carrier relationships and loans as placements. The reshop ratio (how often renewing clients get competitively shopped) lifted from 40 percent to 72 percent.

Pattern D

The 60-staff freight brokerage.

A 60-staff freight brokerage ran McLeod for the transportation management flow and Google Sheets for shipper and carrier relationship work. Strkr onboarding ran a 24-business-day migration landing shipper client and carrier lanes as the two-sided motion with loads as placements. The dispatch team saw shipper and carrier context on one card for the first time, which cut load coordination time by about 22 percent.

Pattern E

The 22-staff business brokerage.

A 22-staff business brokerage specialized in business sale listings (mid-market businesses sold to buyers) ran its listings in a legacy database and prospective buyers in a spreadsheet. Strkr onboarding ran a 18-business-day migration landing listings and buyers as the two-sided motion with offers as placements. The deal match surface replaced manual buyer-listing matching. Average time-to-close dropped from 240 days to 180 days.

Run a broker business on a CRM shaped for the two-sided motion.

Book a 30 minute call. We will walk through the broker schema, the carrier marketplace surface, and the renewal cadence with your actual client book and carrier markets.

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Common questions

What buyers in this bucket ask most.

Does Strkr integrate with AMS360, Applied Epic, Encompass, Calyx, or McLeod?

Strkr integrates with every major specialized broker system through its REST and GraphQL API, outbound webhooks with HMAC signing, and the published OpenAPI spec. For AMS360 and Applied Epic the typical integration pulls policy records, commission statements, and loss runs into Strkr while the agency management system stays as source of truth for the regulated accounting flow. For Encompass and Calyx the integration pulls loan status and lender interactions. For McLeod the integration pulls loads and carrier assignments. The engineering sprint runs two to five weeks per system.

How does Strkr handle the commission reconciliation across carriers?

The commission object tracks expected commission (calculated from premium times rate on the placement) versus received commission (populated from carrier statement imports). Discrepancies flag in the reconciliation view with amount, policy number, and reason category (missing commission, underpayment, overpayment, timing). The accounting manager works the discrepancy queue and Strkr AI drafts the carrier accounting inquiry for each unresolved item. For carriers with EDI feeds the integration pulls commission data automatically. For carriers with PDF statements only, the admin uploads monthly for pattern-based extraction into the reconciliation flow.

Can Strkr handle multi-state licensing and the appointment compliance?

Yes. The user object carries producer license numbers per state with issue date, expiration date, continuing education status, and carrier appointment status per license. The admin configures the state-specific requirements (CE hours, LTC certification, flood certification, state-specific carrier appointments). Expiration alerts trigger at 60 days, 30 days, and 7 days before expiration. Lapsed credentials disable the producer ability to bind new business until the license refreshes. The audit log captures every credential event for the state insurance department review.

What does Strkr cost compared to Vertafore, Applied, HawkSoft, or Nowcerts?

Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 25-staff brokerage on Pro the monthly spend runs $1,475 for seats plus $49 for AI Enhancement. Vertafore AMS360 runs $75 to $200 per user per month. Applied Epic runs similar. HawkSoft runs around $65 per user per month. Nowcerts runs around $85 per user per month. Strkr sits in the same price range as the dedicated agency management systems but with a modern CRM core and open API posture, which is why most firms run Strkr for relationship work and keep their AMS for the regulated accounting flow.

How does Strkr handle the broker fiduciary posture and E and O exposure?

Strkr audit log captures every record read, record write, email sent, and AI call with 90-day default retention tunable per tenant to the state fiduciary retention ceiling. For E and O carrier audits the audit log serves as the activity record. The regulated disclosure library ships with templates for common broker disclosures (replacement notices, affiliated business arrangements, broker compensation disclosure, loan officer compensation disclosure). AI drafts for client communication pull from the actual quote terms, which prevents the common E and O exposure of recommending terms that do not match the policy. Every AI draft requires broker review before send.

What is the compliance posture for a broker business?

Strkr is HIPAA compliant with a BAA available on request (relevant for benefits brokers and workers compensation brokers), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a target of 2026-Q4. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write. SSO (SAML and OIDC) is live on Scale tier through Clerk for larger brokerages, MFA with TOTP plus text-based verification is live across all tiers, and Verified Domains are live on Scale tier. State-specific regulatory requirements (NAIC Model 783, GLBA for mortgage, FMCSA for freight) are supported through the configurable workflow and audit log posture.

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