Two purpose-built products for insurance professionals. Omniprix CRM for brokers and MGAs, plus Omniprix NIPR for producer license verification.
Self-hosted · License-activated · Your data stays yours
Purpose-built tools for every part of your insurance operations.
All-in-one insurance CRM for brokers and MGAs. Manage agents, clients, policies, and commissions — powered by AI.
Standalone NIPR license lookup and compliance tool. Search producers, validate NPNs, and pull license data directly from the National Insurance Producer Registry.
Purpose-built for insurance. Not adapted from something else.
Not a generic CRM. Every feature designed for insurance workflows, compliance needs, and commission structures.
Built-in AI assistant plus MCP server integration. Use AI coding agents like Claude to customize, extend, and deploy your platform.
Your sensitive client and agent data stays on your infrastructure. No cloud vendor exposure. Complete control.
Purpose-built screens for every part of your brokerage.
| Statement | Carrier | Date | Amount | Status |
|---|---|---|---|---|
| CS-2026-0089 | Nationwide | Feb 10 | $42,180 | Matched |
| CS-2026-0088 | Hartford | Feb 8 | $28,340 | Unmatched |
| CS-2026-0087 | Travelers | Feb 5 | $67,920 | Matched |
| CS-2026-0086 | Chubb | Feb 3 | $19,450 | Processing |
| CS-2026-0085 | Progressive | Feb 1 | $35,800 | Matched |
| Agent | NPN | State | LOA | Expires | Status |
|---|---|---|---|---|---|
| John Smith | 12345 | CA | Life & Health | Mar 15 | Expiring |
| Sarah Johnson | 23456 | TX | P&C | Mar 22 | Expiring |
| Lisa Wang | 78901 | NY | P&C | Dec 31 | Active |
| Michael Torres | 18847 | FL | Life | Jan 31 | Expired |
| Policy # | Client | Carrier | Premium | Status |
|---|---|---|---|---|
| POL-2026-4821 | Acme Manufacturing | Hartford | $24,800 | Active |
| POL-2026-4820 | Summit Healthcare | Nationwide | $156,200 | Active |
| POL-2026-4819 | Metro Logistics | Travelers | $42,500 | Renewal |
| POL-2026-4818 | Bright Solutions Inc | Chubb | $89,100 | Quoting |
| POL-2026-4817 | CloudNine Technologies | Progressive | $18,400 | Cancelled |
Request a demo — get a personalized walkthrough from our team.
15 integrated modules. One unified platform.
Profiles with photos, e-signatures, calendar links, hierarchies
Relationships, notes, documents, timeline, referral tracking
Application to renewal, status history, insured tracking
Statement processing, auto-matching, multi-level splits
License tracking, appointment management, expiration alerts
Natural language queries, intelligent matching, MCP tools
10+ standard reports, saved configurations, scheduled delivery
WYSIWYG editor, merge fields, scheduling, delivery dashboard
CSV import with background processing and live progress tracking
Twilio & Telnyx integration, automated alerts
Scheduled backups, AES-256 encryption, SFTP upload
Map any carrier CSV format, save & reuse mappings
CSV lists, campaign scheduler, merge fields, branded wrapper
User-defined fields for any entity, six types, JSONB storage
From license to production in three simple steps.
Select Starter, Professional, or Enterprise. Instant license key delivery.
One-command Docker deployment with auto-configuration. Database, SSL, and services — all handled.
docker compose up -d
Import your data, configure carriers, and begin operations. Your brokerage, fully connected.
Insurancera is built with enterprise-grade technology, designed for brokerages that need compliance, automation, and total data ownership.
$ ai "Show me all agents with licenses expiring in 30 days"
Searching agent licenses...
Found 12 agents with licenses expiring within 30 days:
— John Smith (NPN: 12345) — CA Life & Health — expires Mar 15
— Sarah Johnson (NPN: 23456) — TX P&C — expires Mar 22
… 10 more
Shall I generate renewal notifications?
$ yes
Generating notifications...
✓ 12 renewal notifications queued for delivery
Insurancera ships with comprehensive documentation designed for AI coding agents. Point Claude at your codebase, describe what you need, and watch it build, test, and deploy new features.
15 built-in MCP tools let AI agents search agents, query commissions, analyze policies, and manage your data directly.
Every entity, service, and UI pattern is documented for LLM consumption. Claude understands how to add features, fix bugs, and ship updates.
No proprietary tooling. Clone the repo, point your AI coding agent at it, and start building. Deploy with a single command.
$ claude "Add a carrier commission rate comparison report"
Reading docs/SERVICES.md, docs/UI-PATTERNS.md...
Scanning existing report pages...
✓ Created CarrierComparison.cshtml
✓ Created CarrierComparison.cshtml.cs
✓ Updated IReportService.cs
✓ Updated ReportService.cs
Running tests...
✓ All 24 tests passed
$ dotnet publish && docker compose up -d
Deploying to production...
✓ Live at crm.yourbrokerage.com/reports/carrier-comparison
License-based. No per-user fees. No surprises.
1 user, 50 agents, core CRM features. Perfect for getting started.
View pricingUnlimited users & agents, all features. The complete Omniprix CRM.
Get EnterpriseJoin insurance professionals who chose purpose-built over generic.