NodaBroker brings clients, policies, claims, documents, and renewals into a single platform built for insurance professionals — not adapted from a generic CRM.
Self-hosted on your own server. One annual licence per instance, with no per-user fees.
Every module built for insurance — not bolted on from a generic platform. Clients, policies, and claims share the same data model so nothing falls through the cracks.
Set access at the module level — view, edit, or full — per user or per team. Role presets cover most arrangements; custom matrices handle the rest.
Superuser permissions layer on top: backdate dates, override policy statuses, manage payments, and access audit logs — all gated by admin grant, fully logged.
NodaBroker runs on hardware or a cloud account that you control: an office server, a VPS, or a home server. Client records, policies and documents stay on it. Nothing is shared with other customers, and there is no vendor database holding your book.
A full snapshot export backs up every table, setting, and document to a single zip — and imports cleanly onto any instance, re-encrypting data with the target's own keys.
Every app connects to your own NodaBroker instance: enter its address once and sign in. They always match your instance's version, so there is nothing to keep in step.
These features are planned and under consideration — not yet available. They represent the direction the platform is heading, not what you're buying today.
Sync email threads with underwriters and clients directly to client and claim records. Automatic attachment extraction and correspondence logs for a complete, audit-ready paper trail.
Direct electronic quote-and-bind integrations with commercial insurers and MGAs for instant risk placement, policy schedule retrieval, and electronic endorsements.
A secure, branded portal for insured clients to inspect active policies, download certificates of currency, and submit first notice of loss (FNOL) claims 24/7 without delays.
One-click generation of insurer risk and claims bordereaux, plus direct sync with accounting platforms like Xero and QuickBooks for premium and commission reconciliation.
NodaBroker is licensed per instance, by the year. Add as many people as your brokerage needs: there are no per-user fees and no seat counting.
One licence covers one NodaBroker instance and everyone who works in it. It includes every module, the desktop and Android apps, and updates for the year.
A new instance starts a seven-day trial the first time it runs, with everything switched on. Activate a licence key at any point and carry straight on: nothing to reinstall, no data to move.
A full snapshot export bundles every table, setting, API key, and document file into a single zip. Import it onto another server — data re-encrypts automatically.
NodaBroker is still in development and isn't available yet. Licensing opens once it's released — in the meantime, see how it's priced below.