We watched a good broker lose a client to whoever called first.

A veteran producer. A renewal date buried in row 482 of a spreadsheet. A loyal client who signed with a telemarketer because the telemarketer dialed first. Nothing about that loss was a sales problem — it was an admin problem. MyBrokerTeam exists so it doesn't happen again.

What we set out to fix

Every ACA sale needs the same household facts — names, ages, ZIP, income, prescriptions, the doctors they want to keep. Brokers already have those facts; they arrive in the first email. What they don't have is a system that keeps them: the facts get re-typed into a CRM, a quoting portal, and a spreadsheet, and by renewal time nobody trusts any of the three.

So we built one record. It is captured from the email, checked by the broker, and carried through the quote, the proposal, the policy, and the renewal. The broker's judgment stays where it belongs; the copying goes away.

We built it with a working brokerage, not for one in the abstract. Planning Resources Center in Palatine, Illinois ran real inquiries through it during Open Enrollment and told us, bluntly, what was wrong. That feedback loop is still how the product gets made.

What Aptura is — and isn't.

  • Software for brokers. Not an agency. Aptura holds no insurance license, sells no plans, and never talks to your clients.
  • A flat subscription. Not a percentage. We take no override, no split, no share of your per-member commissions.
  • Your data, in your own private database. Not a shared pool. Nothing is monetized, and you can export the whole book whenever you like.
  • A tool that prepares the work. Not one that decides. The licensed broker reviews every recommendation before a client sees it.

How we work with brokerages today

MyBrokerTeam is early. We onboard a small number of independent brokerages at a time, by hand, and we'd rather say that plainly than pretend to a self-serve signup we don't have.

  1. A 15-minute walkthrough on your lead. Bring one real inquiry from your inbox. You'll see it become a household, a ranked set of plans on your carrier appointments, and a proposal — live, not on slides.
  2. We set up your book for you. Send your spreadsheet or CRM export. We clean it, remove duplicates, load it into your own private database, and configure your states and appointments. No charge.
  3. You bind where you always have. Enrollment is completed in HealthSherpa or the carrier's portal under your own NPN. Agent of Record never changes.
  4. You tell us what's wrong. Early brokerages talk directly to the people building the product. What you flag during Open Enrollment shapes what ships next.

See it run on one of your own leads.

A 15-minute walkthrough with a real inquiry from your inbox: your states, your carrier appointments, no slides. We reply within one business day.

Request a demo