Insurance,Technologythat works

G4Broker delivers powerful Broker Management Software that helps insurance brokers manage policies, clients, renewals, and commissions from one secure platform.

Who we are

G4Broker is a software company focused on building intelligent Broker Management Systems for insurance brokers. Our platform simplifies policy management, client handling, renewals, and commissions—helping teams work faster, smarter, and more efficiently.

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Policy Management

Claims Processing

Commission Tracking

Reporting & Analytics

Client Portal

Policy Management

Claims Processing

Commission Tracking

Reporting & Analytics

Client Portal

End-to-End Brokerage Management

A centralized platform to efficiently manage your entire brokerage operations.

Leads and prospects
Customer records
Quotes and Proposals
Policies and Renewals
Endorsements and Changes
Claims
Workflows
Automations

Sales & CRM
Automation

Intelligent CRM tools designed to help sales teams thrive. Automate lead intake, follow-ups, and pipeline tracking while maintaining complete customer communication history.

Lead intake and Assignment
Automated Follow-up workflows
Sales pipeline tracking
Customer Communication History
Producer and CSR Flow
Conversion tracking end to end

Policy Administration
for PL & CL

Comprehensive policy administration support for both Personal and Commercial Lines, including specialized coverage for automobile, habitational, and business insurance needs.

Personal Lines
Automobile
Habitaitonal
Commercial Lines
Business
Commerical Automobile

AI-Driven Automation
& Intelligence

Leverage advanced AI capabilities to reduce processing time. Benefit from smart application auto-completion, underwriting assistance, and automated risk insights.

Application auto-completion
Underwriting assistance
Coverage recommendations
Reconciliation automation
Risk insights
Files Proof Reading
Much More...

Accounting &
Reconciliation

A complete, brokerage-grade finance module. Easily manage accounts receivable and payable, generate detailed balance sheets, and utilize AI-powered reconciliation.

Accounts Receivable
Accounts Payable
General Ledger and Trial balance
Balance Sheet
Operating Statement
AI-powered reconciliation
Reports

Native eSignature
& Compliance

Seamless document signing with our built-in G4Sign platform. Automate signature workflows and easily maintain audit-ready compliance records for all client approvals.

Client signatures
Application approvals
Proposal acceptance
Audit-ready compliance records
Sign Completion Workflow
Sign Reminder Workflow

CSIO
Integration

Full connectivity support with CSIO and leading insurers. Streamline operations with automated EDI, XML, eDocs, and instant proof of insurance integrations.