Insurance Brokerage Operations, Simplified.
Standardize client onboarding, manage renewal workflows, track compliance requirements, and ensure every account receives consistent service—all while maintaining detailed documentation.
Common Insurance Brokerage Challenges
Policy renewals fall through the cracks, leading to lapsed coverage and unhappy clients.
Inconsistent onboarding creates gaps in client information and compliance documentation.
Claims processing lacks standardization, causing delays and service quality variations.
Compliance requirements get missed without centralized tracking and audit trails.
Account servicing varies by broker, creating inconsistent client experiences.
New brokers take months to learn procedures scattered across emails and tribal knowledge.
How ScaleWyz Helps Insurance Brokerages
Standardize Client Workflows
Consistent onboarding, renewal processing, and claims handling with step-by-step checklists that capture all required information.
Never Miss Renewals
Track policy renewal deadlines, follow-up commitments, and compliance requirements with automated reminders and scheduling.
Centralized Knowledge Base
Store policy procedures, carrier guidelines, and compliance requirements in one searchable location accessible to all brokers.
Compliance Documentation
Maintain audit trails, required documentation, and proof of process completion for regulatory compliance.
Account Performance Visibility
See renewal completion rates, service response times, and broker performance from actual work data.
Key Workflows for Insurance Brokerages
From client onboarding to renewals—ScaleWyz supports the workflows your brokers run every day.
New Client Onboarding
Complete intake with required forms and disclosures.
Policy Renewal Tasks
Step-by-step renewal workflow with deadline tracking.
Claims Documentation
Capture claim details with required attachments.
Compliance Checklist
Regulatory requirements verification and documentation.
Client Review Prep
Pre-meeting preparation with account analysis.
Document Collection
Track required documents and collection status.
Coverage Analysis
Policy review checklist for coverage assessment.
Annual Review Tasks
Comprehensive annual account review workflow.
Every workflow ensures consistent service and complete documentation.
See It in Action
A closer look at how insurance brokerages use ScaleWyz every day.
Client Onboarding Checklist
New clients go through a consistent onboarding workflow that ensures all required forms, disclosures, and compliance documentation are captured every time.
- Required forms and disclosures captured
- Compliance documentation verified
- Complete audit trail for every client
The Solution Stack
ScaleWyz apps tailored for insurance brokerage operations
Checklists
Client onboarding workflows, renewal processing steps, claims handling procedures—all documented and consistent.
Cadence
Policy renewal deadlines, compliance check-ins, and account review commitments that never get missed.
Knowledge
Policy procedures, carrier requirements, compliance guidelines, and best practices in one searchable location.
Customers
Client profiles with policy history, service records, and complete activity documentation.
Scorecards
Renewal rates, response times, and broker performance metrics from actual operational data.
Why Insurance Brokerages Choose ScaleWyz
Eliminate missed renewals and lapsed coverage with automated tracking
Standardize onboarding and servicing for consistent client experiences
Reduce claims processing time with structured workflows
Maintain compliance documentation and audit trails automatically
Get new brokers productive faster with centralized procedures
See real performance metrics from actual client service data
Run Better Brokerage Operations.
Standardize client workflows, never miss renewals, and ensure every account receives consistent service.
No setup fees • No onboarding cost • Start in minutes