Most brokers lose deals
to their inbox, not their advice.

MyBrokerTeam is the CRM built for ACA brokers. An inbound email becomes a structured lead, the client's needs drive a real-rate quote, and a branded proposal goes out in one connected flow — so nothing gets dropped between "client messaged" and "policy signed."

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Guided Early Access · Built for independent brokers · Ready to scale with your team.

Sound familiar?

Most ACA brokers run their book out of their inbox, a spreadsheet, and a CRM they had to duct-tape together. Leads don't fall through the cracks because of bad advice — they fall because the handoff was broken.

"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 system. Nothing dropped.

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

Built around how you actually work

Not a generic CRM you spend a month configuring — a system that already knows what an ACA lead, a marketplace quote, and an open enrollment renewal look like.

Win the policy

Automatic lead capture

Inbound client emails become structured leads with no manual data entry. The lead is structured and filed before you've had a chance to reply — no copy-paste, no manual entry.

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

Recommendations are matched to the client's real situation — their household, income, and coverage needs — against live marketplace rates and subsidy calculations. Not memory. Not a static spreadsheet.

Protect your book

Branded client proposals

The client receives a polished, white-labeled proposal they can review and accept online. No back-and-forth PDFs, no phone tag 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 records are woven into the workflow — not added at the end when an auditor asks. Your book stays audit-ready without extra overhead.

Built for this job. Not reconfigured for it.

MyBrokerTeam is purpose-built for the ACA broker workflow. Here's how that's different from what you may have tried.

vs. Generic CRMs

Salesforce. HubSpot. A month of configuration.

You can make a general-purpose CRM work for ACA brokerage — if you have weeks to build it out. MyBrokerTeam already understands what a lead, a quote, a proposal, and a renewal look like for your job. It's ready on day one.

vs. Quoting tools

A rate engine gives you rates. That's it.

Quoting tools are great at surfacing plans. They don't remember your client, track the proposal, follow up on the renewal, or record the commission. MyBrokerTeam uses live rate data and wraps it in the full lead-to-policy workflow.

vs. Inbox + spreadsheet

The honest status quo for most solo brokers.

The problem isn't the individual tools — it's that they don't talk to each other. A client falls through the gap between your inbox, your spreadsheet, and your CRM. MyBrokerTeam is one connected system instead of three.

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. No more digging through your inbox to remember where a conversation left off.

  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 minutes, not an afternoon.

  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 renewal is already on the calendar.

Your client data is handled like what it is.

Health information, household details, and commission records are sensitive. Aptura Health builds MyBrokerTeam with that weight in mind — encrypted data, access controls, and a full audit log on every consent and document interaction.

A plain-English privacy policy is available on our Privacy page. For detailed information on our security practices, review our terms or reach out directly.

You own your book

Your client data belongs to you. We process it only to run the service — it is never shared, sold, or used for any other purpose.

Built for brokers, not repurposed

MyBrokerTeam was designed for the ACA broker workflow from the start — not a horizontal tool reconfigured for your job.

Encrypted end to end

Client health information and household data are encrypted in transit (TLS 1.3) and at rest (AES-256).

Audit trail, built in

Every proposal, acceptance, and disclosure is logged. If a state auditor asks, the record is already there.

See it on your book.

MyBrokerTeam is a working product, validated on a real brokerage's live book. Every demo is live — we show you exactly how it handles your workflows. Onboarding is hands-on, and we handle the setup.

Request a demo

Or reach us at hello@apturahealth.com — we respond within one business day.