Insurance operations, online
A suite of digital insurance solutions for agents and brokers, MGAs and MGUs, insurance companies, underwriters and marketing reps — quoting, market matching, binding and payment in one cloud platform.
What we do
Our cloud-based marketing, underwriting, binding and payment platform empowers insurance agents and brokers, MGAs and MGUs, and underwriters to deliver a best-in-class insurance buying experience that meets the industry's most stringent security requirements.
Most insurance software solves one step and hands you back to a spreadsheet. Kiv Broker keeps the whole transaction: the customer finds you, the risk is matched to the right market, the documents are generated and signed, and the money moves — with the backroom operations handled in the same place, closer to a payments dashboard than to a legacy agency management system.
Who it is for
Eight audiences, one platform. Each one gets the parts of it that matter to them.
Run the whole book across web, tablet and mobile storefronts, without hiring a tech team.
02Quote, bind and take payment, then keep the customer with reviews and a profile that ranks.
03Show your recent wins, collect broker feedback and widen your distribution network.
04Tech companies, retailers and manufacturers embedding insurance into what they already sell.
05Cover built for your event or membership, through our network of MGAs and MGUs.
06Banks, savings and loans, advisors, asset managers and lending platforms.
07Embed coverage as part of the product you sell, at the point of sale.
08Built around the Testimonial Rule and the practical limits of Section 206(4).
The product suite
Fully customised dynamic forms so customers can serve themselves 24/7 — either to find a rate, or to subscribe to a product in a few clicks. Payment and legal document generation are handled for you, and you collect at the end of the month.
How it worksAutomated email and text campaigns for current and prospective clients, plus integrated appointment management so the follow-up does not live in someone's inbox.
How it worksSpecialised in one line of business? Get real-time quotes from the largest carriers in the industry and start selling life, Medicare, personal lines and others through our APIs.
How it worksDatabases, APIs and infrastructure components provisioned to your needs, scaling automatically as activity grows — so you do not have to hire a technical team to get a secure back end.
How it worksUnbiased reviews from customers, brokers and partners, with an engine that strips spam and aggregates what you are actually best at.
How it worksWe manage your Google Business profile and can rebuild or improve your website on an AWS-based infrastructure that holds up under traffic.
How it worksThey support Kiv Broker
These are the endorsements published on the site, reproduced with the names and titles as given.
“JB Duler was a trusted advisor to my co-founder and I when we started Okta over a decade ago. I couldn't think of a better person who knows the insurance industry inside out. I look forward to following Kiv Broker's successes.”
“For me and other mid size specialized insurance brokers, Kiv Broker™ is game changing. For example we are the top insurance specialist for hot rods… We want to handle more of that business and are happy to send leads to others for anything that is not core to our business.”
“I have crossed paths with JB Duler when he was an Executive at CIGNA, when I was teaching at Wharton he was my student, and when I served on the Board of Advisors when he founded Esurance. Kiv Broker™ makes total sense for the financial services industry.”
“In 1998, JB founded Esurance and Gunderson Dettmer served as counsel… We can provide targeted, vetted, and timely referrals to other professional service providers. Kiv Broker™ may be the missing tool to do this.”
Portrait photographs published alongside these endorsements are not reproduced on this site.
Security & privacy
Security and privacy are at the core of what we do — which mostly means refusing things that would be easier to add.
There is no like button, no share widget, no sign-in with Google, LinkedIn or Facebook. Those integrations exist to track people across the web, and adding them would quietly undo everything else.
Payments run on Stripe, the largest and most widely used payments API, and card details never reach us. Conversations and documents stay on the platform, archived and compliant with both CCPA in California and GDPR in Europe.
Start free
A public profile costs nothing and stays free for as long as you want it. Premium adds the reviews, the automation and the marketplace at $39 a month billed annually. Browsing leads is a separate $9 a month.
Request a demo for free to see how we transform the insurance buying experience.
