Broker DeskCommercial lines
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Broker DeskCommercial lines
Shows everyone with Broker Desk open right now.
Pick a tool to get started. Everyone in the office works from the same shared records.
All tools are hidden. Use Customize to bring them back.
Log every call, see who has it, and know where each endorsement or requote stands.
Take down account and coverage details and get a submission summary.
Commercial auto questions for livery operators that fill the ACORD 125, 127, 137 NY and 64 NY.
Turn a quote into a client-ready proposal.
Search customers, carriers, policy numbers and premiums.
Move each renewal from quote received to ID cards issued.
Record payments from insureds and track where each one gets sent.
Submit the weekly commission report by policy and carrier.
Look up any certificate of insurance or payment receipt by the number it was given.
Enter premium changes from new business and endorsements, choose direct or agency bill, track financing and make invoices.
Record commission received from insurance companies by ACH or mail and attach the statement. Feeds Income received in the budget.
Attach bills as they come in, track due dates and amounts, and check them off when paid.
Log monthly income and expenses against the 2027 budget and print reports for review. Only Nick can see this.
Profit & loss and the financial dashboard, on a cash or accrual basis, with prior-period comparisons and a PDF report. Only Nick can see this.
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These settings decide how the Financials dashboard and Profit & Loss report count income and expenses. Only you can change them.
Changing the method changes how every Financials report and the Profit & Loss count income and expenses. Your original records are not changed; the reports are recalculated. Consult your accountant before changing the agency's official accounting method.
QuickBooks is noted for this agency. Broker Desk doesn't connect to QuickBooks or ask for its login; the Financials tool can export transactions with QuickBooks-ready account names for your bookkeeper.
The carriers listed here appear in the insurance company dropdowns, and their commission terms are the defaults for every policy. Any account can still use its own rate, installments or payment type from Edit in the Policy Book.
| Carrier | ICC code | Commission | Installments | Commission paid | Policies | |
|---|---|---|---|---|---|---|
| Loading carriers… | ||||||
Enter the account details and the coverage requested. The submission summary on the right is written from your entries in the same format every time.
Fill in the details and the customer proposal builds as you type. The sample entries are placeholders.
Contact details and every policy for each customer, with reports by insurance company.
Use a header row and one row per policy. Rows with the same customer name are grouped under one customer, and a customer already in the book gets the new policies added. Dates can be YYYY-MM-DD or MM/DD/YYYY. Recognized columns: name phone email address insurance company policy number coverage annual premium effective date expiration date policy notes notes.
Blank forms: checking…
List each policy that paid commission this week. Total commission is premium times the commission percentage, and your earnings are half of that total.
Broker share: 50% of total commissionLoading submitted reports…
Payments received from insureds, and where each one needs to go.
| Date | # | Insured's Name | Policy # | Type | Amount | Paid By | Commission | Broker Fee | Disburse To | Net Due | Amount Sent | Status | Taken By | Check # | Sweep | In QB | Receipt |
|---|
Payments on the Disbursement Sheet that aren't in QuickBooks yet, oldest first. Check each one off as you enter it. Checked items stay on this page, crossed out, until you close it, so you can uncheck a mistake.
| In QB | Date | # | Insured's Name | Policy # | Type | Amount | Paid By | Commission | Broker Fee | Disburse To | Net Due | Amount Sent | Check # | Taken By |
|---|
Who's out of the office, and when. Everyone sees the same calendar.
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Profit & loss and the financial dashboard, built from Office Income, Disbursements, commission statements, the Policy Book, Accounting, Office Expenses and the Budget.
| Account | This period | Prior period | Change |
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| Month | Revenue | Expenses | Net |
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| Date | Name | Details | Source | Amount |
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Bills received, when they're due, and what's been paid. Drag a bill onto this page to read it automatically.
| Status | Vendor | Expense line | Received | Due | Amount | Bill | Paid | Delete |
|---|---|---|---|---|---|---|---|---|
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| Line | Budget | Actual | Difference | Used | Status |
|---|---|---|---|---|---|
| Loading the 2027 budget… | |||||
Added to Income received automatically, by the date it came in: commission received directly from insurance companies (Accounting › Income received), and the commission and 100% of the broker fees on the Disbursement Sheet. They show in the entries below marked “from Accounting” or “from Disbursements”. To change one, edit it where it was entered.
| Date | Line | Description | Amount |
|---|
Changes apply to every month's budget and every report. Only editors see this.
Every change saved in Broker Desk, with who made it and when. Pick a date to see that day's log or download it as a PDF.
| Time | Person | Area | Action | Record | Details |
|---|---|---|---|---|---|
| Loading the log…Changes saved in Broker Desk on this date will appear here. | |||||
Logging started October 28, 2026. Changes are attributed to the name picked under "I am" on the Front Desk Board, or to the signed-in account when no name is picked. Budget and Office Expenses are not logged here.
Every certificate of insurance and payment receipt, by the number it was given.
Type a certificate number, a receipt number, or an insured's name or policy number.
| Type | Number | Date | Insured | Policy # | Details | By | |
|---|---|---|---|---|---|---|---|
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Premium changes from new business and endorsements, how each is billed, and invoices. Policies added to the Policy Book and endorsements processed there are listed here automatically.
| Effective | Type | Insured / policy | Description | Premium change | Billing | Financed | Invoice | |
|---|---|---|---|---|---|---|---|---|
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Commission paid to the agency directly by insurance companies, by ACH or by mail, with the commission statement attached, plus commission kept from insureds' payments on the Disbursement Sheet. Together with the commission and broker fees on the Disbursement Sheet, this is the agency's income, and it is added to Income received in the Office Budget automatically.
| Received | Insurance company | Method | Check / ACH # | Statement / notes | Commission statement | Entered by | Amount |
|---|---|---|---|---|---|---|---|
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| Uploaded | Carrier | Period / statement | Transactions | Statement total | Posted | Status | Uploaded by |
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Commercial auto questions for livery, black car, limousine and taxi operators. The answers fill the ACORD application forms below.