CRM for insurance brokers
Close more policies, retain more clients and earn exactly what you should. Polixra gives you pipeline, renewals and accurate commissions in one place.
Prospect pipeline
Lead → quote → bind, with stages, tasks and follow-ups. Stop losing opportunities.
Automatic renewals
Reminders for both you and your client. Retention rate climbs with zero extra effort.
Exact commissions
Earn what's owed on every policy. Carrier statement reconciliation included.
Professional messaging
Email and SMS templates with your branding. Communication that sets you apart.
Tasks and agenda
Daily smart queue with what matters today: call X clients, review Y renewals.
Metrics that matter
Conversion, sales cycle, average premium. Decide with data, not intuition.
How it works
Add your prospects
Capture leads from web forms, manual entries or Excel. Each one enters your pipeline.
Quote and bind
Link products and carriers. Generate quotes and convert them into bound policies.
Earn and retain
Every bound policy triggers the commission calculation and schedules renewal reminders.
Grow
Dashboards show which product pays best, which client is at risk, which renewal is coming.
Why brokers choose Polixra
Designed from the independent producer's perspective — not from an IT department.
Renewals
The engine that protects your book: detects on time and connects you to the client.
Commissions
Clear settlement, exportable for your accountant, reconcilable against the carrier.
Customer Service
Full client history one click away — policies, claims, conversations.
Multi-carrier
Compare which carrier suits you best by product and by client.
Multi-country
Ideal if you operate across LATAM and need to follow per-country rules.
Frequently asked questions
More policies, less paperwork
Try Polixra free for 14 days. Your book of business will breathe easier.
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