iNXT Broker Suite

iNXT Broker Suite is a cloud-based, all-in-one brokerage management platform designed specifically for insurance brokerages. It centralizes and streamlines operations across sales, client management, accounting, compliance, and insurer relationships. With built-in automation, analytics, and AI-powered assistance, the suite empowers brokers to manage policies, claims, commissions, and performance from a single, intuitive interface—enhancing efficiency, transparency, and regulatory compliance.

Features

• Case management for lead tracking and assignment
• Activity management with internal visibility and scheduling
• Client and broker record management with policy linking
• Claims management with guided workflows
• Policy lifecycle management: creation, modification, cancellation
• Premium and commission calculation tools
• Official receipt and voucher generation
• Petty cash and journal voucher management
• Document management with version control and audit trails
• Performance dashboards with real-time KPIs
• Customizable reporting on policies, claims, and financials
• Compliance tracking and audit-ready documentation
• Role-based access control and user permissions
• Platform-agnostic access via mobile and desktop (iOS, Android)
• Integration with Dot, iorta’s AI assistant, for task automation

Capabilities

• End-to-end brokerage lifecycle management
• Real-time visibility into sales, operations, and financials
• Automated workflows for claims, receipts, and compliance
• AI-powered insights and task execution via Dot
• Custom report generation and performance analytics
• Secure, cloud-based access across devices and locations
• Scalable architecture for growing brokerage operations
• Audit-ready compliance and document control

Benefits

• Streamlines brokerage operations into a single platform
• Improves productivity through automation and AI assistance
• Enhances client and insurer relationship management
• Reduces manual errors and operational overhead
• Ensures regulatory compliance and audit readiness
• Boosts transparency and accountability across teams
• Accelerates decision-making with real-time data
• Supports remote and mobile work environments