AI growth platform for independent agents
Grow your book. Keep the human touch.
Broker Bloom turns lead generation, personal branding, social content, prospect management, and follow-up into one focused workflow for independent insurance agents.
Start without a setup fee. Keep control of every message.
What to expect
Practical AI, built around your reputation.
Your voice stays yours
Review and shape content before it reaches your market.
Your pipeline stays visible
Every prospect, touchpoint, and next step lives in one place.
One connected growth system
From visibility to follow-up, without the tool sprawl.
Broker Bloom connects the work that creates opportunity with the work that converts it. Spend less time switching tabs and more time advising clients.
- 01
Attract the right prospects
Generate focused lead opportunities and keep every prospect organized from first touch through renewal conversation.
- 02
Build a brand people remember
Turn your insurance expertise into a consistent personal brand with ready-to-refine social content built for your voice.
- 03
Follow up without falling behind
Automate timely email and text sequences while keeping the relationship personal and the next action clear.
The daily command center
Know who needs attention before the day gets away from you.
See new leads, active conversations, scheduled content, and overdue follow-ups together—then let automation handle the routine touches while you focus on the conversations that need an agent.
Review fresh leads
Approve this week's posts
Call high-intent prospects
Plans for independent growth
Start lean. Add horsepower as your book grows.
Straightforward monthly plans with no setup fee. Cancel or change plans as your workflow evolves.
Seed
For agents establishing a consistent presence
$39 / month
- AI-assisted social content
- Personal brand workspace
- Prospect pipeline
- Email follow-up sequences
Grow
For agents ready to systemize production
$79 / month
- Everything in Seed
- Lead generation workflows
- Email and text automation
- Campaign performance insights
- Priority support
Agency
For multi-producer teams building together
$149 / month
- Everything in Grow
- Up to 5 producer seats
- Shared campaign library
- Team pipeline visibility
- Guided onboarding
Questions before you begin?
Clear answers for independent agents.
Make room for more relationships
Let your growth system work after you log off.
Put prospecting, content, and follow-up on a reliable rhythm—so your next best client does not slip through the cracks.