Your client portfolio, quotes and contracts in your pocket. Automatic follow-ups before every deadline, insurance sales scripts, AI business card scanning. Renew more, forget less.
The daily struggles of an insurance broker — and how Deal TOP solves them.
A deadline that arrives with no alert, a client who cancels and switches to a competitor… because a follow-up fell through the cracks.
Contracts, quotes, claims… spread across emails, spreadsheets and paper files that are impossible to keep track of.
Business cards, contacts from meetings, trade shows… hours wasted copying data instead of selling and advising.
A pipeline built for the brokerage cycle: Prospect, Needs Analysis, Quote, Negotiation, Underwriting, Renewal. Drag your deals from one stage to the next and see your activity at a glance.
Over 200 sales scripts including dedicated insurance scripts: needs discovery, P&C and life/health product pitching, price objection handling, cross-sell rebound.
Snap a photo of a prospect's business card at a meeting or event and the AI automatically extracts name, phone, email and company.
Never miss a renewal again. Deal TOP automatically alerts you before every contract deadline so you can anticipate cancellations and offer a renewal or a cross-sell.
View the full history of every client: active contracts, premiums, claims, conversations. Keep a 360 view of your portfolio to advise better and boost retention.
The firm manager sees every broker's pipeline, tracks premiums collected, conversion rate and cross-sell, and runs the firm in real time.
Compare Deal TOP with the alternatives on the market
Yes, Deal TOP offers a visual pipeline tailored to the brokerage cycle: Prospect, Needs Analysis, Quote, Negotiation, Underwriting, Renewal. Every stage is customizable.
Yes. Smart follow-ups automatically alert you before every contract deadline, so you never miss a renewal or cross-sell opportunity.
Deal TOP includes over 200 sales scripts including dedicated insurance scripts: needs discovery, product pitch, price objection handling, cross-sell rebound.
Deal TOP costs EUR 4.99 per week, with no commitment. Far cheaper than traditional brokerage software. 7-day free trial included.
Yes, the team/manager mode lets you view each broker's pipeline, track premiums collected and conversion rate, and run the firm in real time.
Try Deal TOP free for 7 days. No credit card, no commitment. If it doesn't save you time, you pay nothing.