Overbase for insurance brokers
Commercial insurance brokers have a large network of natural partners—carriers who can help spot new coverage needs, law and accounting firms that see great referral leads, and industry associations with built-in members
These partnerships drive growth, but many opportunities never surface because everyone's data is trapped in separate systems
Connect sales data
Both you and your partners securely connect sales data from wherever it lives. You stay in full control of who accesses what data
Overbase reads your accounts, pipeline and closed deals straight from your CRM — nothing changes in how your team works
Receive opportunities by text message
Your team receives text messages with actionable revenue opportunities. No new dashboard or tools to learn
Overbase turns carrier relationships into easy upselling. We use data from carriers to get the benchmarks that let you easily upsell clients. Then we send it to you by text message
Grow your practice
When a partner spots a coverage gap or an upcoming renewal in your shared data, that lead lands with you first
You win new commercial accounts you would never have heard about, while your carriers and referral partners send business back your way. Every connection compounds into more premium under management
Your practice
34