Features

What’s in LeanBrokers 2.0

What 2.0 does for every producer you carry

A CRM, a page builder and a commission check that share one record per client. Every one of these was built because agents were doing it by hand.

An agent’s year

Scroll through it

New in 2.0

Everything new, in one place

The Lean Processor

Matched, checked, and honest about what it couldn’t do

Duplicates match the client you already have. Carrier names spelled six ways become one. Rows that fail wait for you with the reason next to the field, and anything can be undone for 24 hours.

  • Event pages, public pages and bulk imports go in the same door
  • Commission statements reconcile against what you wrote
  • Books of business show what the carrier knows and you don’t

Try it: map carrier names