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Keep up to date with Brokernote and the Industry

The Five Hurdles Between Your Brokerage and AI That Works

From our NIBA 2026 MasterClass: the five practical hurdles brokerages hit when adopting AI, and how to clear each one. Free playbook included.

Frank Ziegler

2026-10-20

Insurance Broker AI Handbook 2026

The Brokernote team is excited to launch our Insurance Broker AI Handbook 2026, now available for download here.

Scott Bennett

2026-04-29

Inside the Latest Schedule Reformatter Update

Process large documents faster with the latest Brokernote Schedule Reformatter update. Featuring live PDF previews and a new export option for INSIGHT, this update helps you save time and work with confidence.

Frank Ziegler

2025-09-15

Brokernote joins UAC

Brokernote is proud to share that we have recently become an official business service member of the Underwriting Agencies Council (UAC).

Scott Bennett

2025-08-26

PDF Schedule Reformatter

The Brokernote team is excited to release our PDF Schedule Reformatter, now available for access to insurance professionals across the country.

Scott Bennett

2025-08-11

ChatGPT Risks for Insurance brokers

ChatGPT is helping brokers save time and add value daily. While genAI opens up exciting possibilities, it's vital to know the risks. Learn to leverage AI safely.

Scott Bennett

2025-07-10