Magnobroker: Platform for managing clients and insurance policies
One workspace for brokers. MAGNOBROKER.
Centralize your portfolio, automate renewals and stay compliant — all in one place.
Get started free
No credit card required
Built for brokers. Ready to scale.
Centralize clients, automate renewals, and stay compliant without extra work.
Client management
All your clients and policies in one clean view. Filter, segment and act fast.
Traceability & compliance
Complete audit trail for every authorization: sent, viewed, signed. Exportable reports.
Data backup
Download a full backup of clients and authorizations whenever you need.
Digital authorizations
Send consent forms securely and collect signatures from any device.
Renewal campaigns
Group clients, track status and move each renewal from start to done.
Automated engagement
Schedule birthday messages and keep relationships warm automatically.
Speed, clarity and control
Launch campaigns in seconds. Create in a few clicks, send authorizations, scale and track instantly.
Rely on an immutable audit log for every interaction—no chasing paper trails.
Automations free your time so you can sell and serve more clients.
From paperwork to exponential growth
Brokers switch from folders and spreadsheets to a single, auditable workspace. Every consent, renewal and touchpoint is organized and easy to find.
Send, track and collect authorizations in clicks. Gain clarity, save hours each week and focus on winning and retaining clients.
Web, Mobile and macOS
Work from any device. Your portfolio, compliance and renewals stay in sync—no installs required on web.
Desktop power, mobile freedom
Use the iOS/Android app, a macOS desktop, or the web version. Manage clients, authorizations and audit logs wherever you are.
Seamless, real‑time sync
Cloud architecture keeps data consistent across devices so you can switch context without losing momentum.
Open the Web App
Start now — save hours every week
Install the mobile app or use the web version. Centralize your work, automate renewals and stay compliant from day one.
Simple, flexible pricing
No credit card required. Upgrade any time.
Free
Completely free
40 Clients
10 Authorizations / Client
Lifetime Updates
Authorizations Audit In App
Renewal Campaigns
SMS credits
Download Backups
Automated Birthday Messages
Pro Monthly
Popular
$239.88 total annual cost
Unlimited Clients
Unlimited Authorizations / Client
Lifetime Updates
Authorizations Audit App and PDF
Renewal Campaigns
200 SMS credits / month
Download Backups
Automated Birthday Messages
Pro Annual
Save 25%
Equivalent to $14.99 per month
Unlimited Clients
Unlimited Authorizations / Client
Lifetime Updates
Authorizations Audit App and PDF
Renewal Campaigns
1400 SMS credits / year
Download Backups
Automated Birthday Messages
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