Stop losing deals
to dropped threads.

MyBrokerTeam by Aptura Health is the AI-native CRM built for health-insurance brokers. It reads the inbound email, builds a client profile automatically, recommends a plan on live marketplace rates, and hands you a ready-to-send proposal — one connected flow instead of a pile of disconnected tabs.

Request a demo See how it works

Guided Early Access. Developed for brokers, backed by hands-on onboarding.

Sound familiar?

Most brokers run their book out of their inbox, a spreadsheet, and whatever CRM they bolted on. Leads fall through the cracks — not because of bad advice, but bad handoffs.

"I have leads sitting in my inbox I haven't followed up on."

"I re-type the same client info into three different tools."

"Renewals sneak up on me and I lose clients to whoever called first."

One connected system.

MyBrokerTeam closes every one of those gaps — not with more tools to manage, but with a single workflow that carries a client from first email to bound policy.

See what's included

Everything in one place

Purpose-built for the ACA broker workflow — not a generic CRM you have to configure from scratch, but a system that already knows what a lead, a quote, and a renewal look like.

Bring clients in

Automatic lead capture

Inbound client emails become structured leads with no manual data entry. The lead is in your pipeline before you've opened the email.

One profile, reused everywhere

Household size, budget, and coverage needs are captured once and carried through quoting, the proposal, and the renewal — never re-asked, never re-typed.

Needs-aware plan recommendations

Plan suggestions are matched to what the client actually needs, on live marketplace rates and subsidy data — not a static spreadsheet or a generic rate list.

Keep clients

Branded client proposals

Send a polished, white-labeled proposal. The client can review, accept, or ask a question online — no PDFs to chase, no calls to schedule just to get a signature.

Renewal tracking

The system flags upcoming renewals and re-shops coverage against the client's current needs — instead of relying on you to remember every anniversary date.

Compliance built in

Consent capture, disclosures, and document management are part of the workflow — not an afterthought. Your book stays audit-ready without extra overhead.

From first email to bound policy

Four steps. One connected system. Your judgment at every decision point.

  1. A client emails you

    MyBrokerTeam reads the inbound email and creates a structured lead automatically — client name, contact details, and what they're looking for. You see a clean record, not a message thread.

  2. The profile is built once

    The system captures the client's household, budget, and coverage needs. That profile travels with the client through every step — quoting, the proposal, the renewal. No re-entry.

  3. A plan is recommended

    MyBrokerTeam matches the client's actual needs to live marketplace rates and subsidy data. You review the recommendation, adjust if you'd like, and send a branded proposal in one click.

  4. The policy closes itself out

    When the client accepts, the policy and commission record are created automatically. The lead is closed, the record is filed, and the next renewal is already scheduled.

Built for compliance and data trust.

MyBrokerTeam is developed and operated by Aptura Health, LLC. We treat your client book with the security and legal compliance required for professional brokerage operations.

A plain-English privacy policy is available on our Privacy page. For detailed information on our security protocols, please review our terms or contact our team.

Corporate backing

Operated by Aptura Health, LLC. A legitimate corporate entity providing full administrative backing and legal compliance.

PII Data ownership

Your client book belongs to you. We process data strictly to operate the service and never share or monetize it.

AES-256 Encryption

All health-related information, household details, and data are encrypted in transit via TLS 1.3 and at rest.

Audit-Ready consent

Every proposal acceptance is logged with cryptographic timestamps to keep you compliant with state auditors.

See it on your book.

MyBrokerTeam is a real, working product — validated by an active brokerage on their actual client book. Every demo is done live, and we onboard each brokerage personally to ensure your client data is migrated cleanly.

Request a demo

Or email us at hello@apturahealth.com