The AI teammate
built for brokers
Ask in Slack. It acts in Salesforce. It reads your AMS book. Done.
CRM lookups, the full lead and opportunity lifecycle, case management, outreach, research, and live book-of-business intelligence, in the chat your team already has open.
No new app. No new tab. No new login.
Built on and connected to the tools you already run
Connects to your agency management system
Three things most tools can't do together
Broker Guide meets producers where they already are, and gets the work done.
It acts, it doesn't just answer
Broker Guide completes the task. It creates the lead, sends the email, opens the case, and syncs the policy. It's a doer, not a chatbot.
It connects your two systems of record
Salesforce and AMS finally talk to each other, live, through Broker Guide. Zero-copy. No data migration and no replatforming.
It lives where your team lives
Slack-native, conversational, zero learning curve. The fastest path from “I need to do X” to “X is done.”
Your systems in. Real work out.
Broker Guide reads from the platforms you already run, then takes action on your behalf, all from a single Slack message.
Connects to
Ask it to
The #1 reason CRM and AMS investments fail isn't the software. It's that no one uses it.
Producers don't live in Salesforce or your AMS. They live in Slack. By bringing both systems to the place where your team already works, Broker Guide makes the data get used, updated, and trusted. No new tab to open. No new habit to force. Adoption stops being a rollout project and becomes the default.
Real, completed actions, triggered by a message
Every capability is a plain-English request away, in Slack or right inside the CRM.
Find anything, instantly
Search Leads, Contacts, Accounts, Opportunities, and Cases, then pull the full story on any record. History, open opportunities, recent activity, and a daily briefing of what needs attention.
“Pull up everything on the Acme account.”
Run the full lead lifecycle
Create new leads, update them as things change, and convert a qualified lead into an Account, Contact, and Opportunity. The moment-of-truth handoff, without leaving the chat.
“Convert the Northwind lead, they're ready to quote.”
Build opportunities & outreach
Create and update Opportunities, send emails to prospects and clients, save strategic account plans, capture talking points, and log completed activities automatically.
“Draft an intro email to the Acme contact and send it.”
Manage service cases end-to-end
Open cases, update them, and close them, plus send customer-service emails and log the work. The full service workflow, conversationally.
“Open a case for the Acme certificate request.”
Research the market & enrich records
Research a company on the open web, find external decision-makers, and enrich your CRM with firmographic data so your records are complete and your outreach is informed.
“Find me decision-makers at Northwind.”
Stay on top of the work
List open tasks, create new ones, and update them as they progress. Your to-do list, maintained entirely by conversation.
“Remind me to follow up with Maria on Thursday.”
Data you need,
when you need it,
on your terms.
This is the capability most CRM assistants simply don't have. Broker Guide connects live to your agency management system, so producers work their actual book of business without ever logging into it.
Your whole book, in one place
Every customer, policy, and carrier, plus the cross-sell and coverage-gap opportunities already hiding inside your book. Not a slice. The whole thing.
Live, not last night's export
Broker Guide reads AMS in real time over a secure MCP connection. You're always looking at today's data, the moment you ask, in the middle of the conversation. No fragile ETL, no overnight batch syncs. Data is fetched at the moment of the prompt, always current.
In Slack, in plain English
Zero-copy. No data migration. No replatforming. No logging into the AMS. Your book stays where it lives and in your control. You just ask, and the answer comes to you.
What that looks like, day to day
Work your entire book of business
Look up any customer in AMS, pull their policies, find the right contacts, and list the carriers your agency is appointed with, without ever logging into the AMS.
Never miss a renewal
Surface expiring policies across the book inside any window you ask for, automatically bucketed by urgency so the team knows what to work first.
Find the next sale already in your book
Whole-book cross-sell analysis ranks your best opportunities, and single-customer coverage-gap (“whitespace”) analysis produces an analyst-grade report on the coverage a client is missing.
Bring your book into your CRM
With one request, Broker Guide syncs a customer's AMS policies into Salesforce as standard policy records on the matched Account. No manual re-entry.
Enterprise-grade by design
For the IT, ops, and security stakeholders who need to know it's real, and it's governed.
Built on Salesforce Agentforce
A native Agentforce Employee Agent running inside your org's security and governance model. Not a bolted-on third-party tool sitting outside your data.
Acts as a true Salesforce citizen
Every action respects your permissions, sharing rules, validation rules, and audit trail. What a producer can't do, Broker Guide can't do on their behalf.
Live AMS connection over MCP
Secure, token-based access reads your book in real time. Zero-copy. No data migration, no replatforming, always current, with automatic credential refresh.
Secured by the Salesforce Trust Layer
Every AI interaction runs through the Salesforce Trust Layer. Zero data retention, prompt and response masking, and toxicity filtering. Your data is never used to train external models and never leaves your trusted boundary.