Enable Your Brokerage & Agency to Handle More Client Requests

Orby transforms your workflow from first client contact through renewals, reducing manual tasks while enhancing client service.

In today's challenging insurance market, brokers must do more with less.

Manual processes like checking carrier portals, data entry, and document processing create bottlenecks that limit your capacity.
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Orby helps you process more client requests, maintain accuracy, and preserve institutional knowledge without adding headcount.

“The key I’ve been looking for is document processing and data extraction with accuracy. That is the foundational key that Orby delivers.”

Amber Seitz, Lead Solutions Advisor
M3 Insurance
Client Intake & Data Processing
Multi-Carrier Quote Generation
Policy Comparison & Recommendation
Renewal Management & Cross-Selling

Accelerate Client Onboarding

Brokers spend hours manually entering information across multiple systems. Orby automates this process, reducing errors and freeing your team to focus on client relationships.

With Orby, your brokerage can:

  • Extract data automatically from emails, forms, and documents
  • Validate information against carrier requirements in real-time
  • Reduce data entry time by up to 70%
  • Maintain accuracy while processing more applications

Compare More Options, Faster

Brokers must check numerous carrier portals to find the best coverage options. Orby handles this research burden for you.

Orby helps your team:

  • Simultaneously search multiple carrier portals
  • Extract relevant policy information and pricing
  • Format quotes consistently for client presentation
  • Process 3x more quote requests with your existing team

Deliver Higher-Quality Service

Clients expect guidance when comparing policy options. Orby helps your brokers quickly identify the best options.

Orby enhances your advisory capabilities by:

  • Highlighting key differences between policy options
  • Identifying potential coverage gaps or redundancies
  • Creating professional comparison documents for clients
  • Continuously learning and improving recommendations

Build Stronger Client Relationships

Policy renewals and cross-selling are critical revenue streams that often get missed. Orby ensures you never miss these opportunities.

Let Orby help you:

  • Automatically track upcoming policy renewal dates
  • Identify cross-selling opportunities based on client profile
  • Prepare renewal documents with updated information
  • Maintain client relationships even during staff transitions

Unlock Growth and Efficiency: Automate Manual Processes

3x

More quotes processed

Process More Quote Requests Without Adding Staff

Transform your productivity by automating time-consuming tasks like client intake, quote generation, and policy comparisons.

90%

Fewer errors

Maintain Accuracy While Reducing E&O Risk

Validate information from complex documents and carrier websites to eliminate costly errors and protect your business.

75%

Faster onboarding

Preserve Institutional Knowledge

Capture your brokerage's expertise and learn from every interaction to maintain consistent service quality across your team.