DataBraid is an AI‑driven integration layer that connects insurance carrier portals directly to a brokerage’s management system (BMS).
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokerages spend over 1,800 hours each month on low‑value service requests such as manually re‑entering policy data and navigating multiple carrier portals, which reduces efficiency and client responsiveness.
Solution
DataBraid provides an AI‑driven integration layer that connects carrier portals directly to a brokerage’s management system (BMS). Users launch DataBraid from their existing BMS, view and edit policy details in a single interface, and the platform automatically synchronizes changes to both the carrier portal and the BMS in real time. The solution delivers instant quotes for policy updates and enables one‑click finalization, eliminating duplicate data entry and portal hopping. All data transfers are encrypted and the service does not store brokerage data, ensuring privacy while freeing brokers to focus on client service.
Target Audience
Primary customers are insurance brokerage firms that manage multiple carrier relationships and rely on a brokerage management system for policy administration.
Features
- AI‑powered mapping of carrier portal fields to BMS data structures for seamless two‑way synchronization
- Real‑time policy editing within the BMS with live quote generation for immediate pricing feedback
- Automatic propagation of updates to carrier portals and the BMS, removing the need for manual rekeying
- Encrypted, privacy‑first data transfer that never stores brokerage data on the platform
- Single‑click workflow to review, quote, and finalize policy changes without leaving the BMS