Insurance Sales

Pin every broker, every visit, every renewal

Insurance brokers, BDMs and broker network managers use Pin Drop to keep producer visits, claims-aligned conversations and territory plans pinned to the geography they cover.
See it in actionStart a free trial
BEST OF 2013
& Editors Choice
Rated 4.7/5
Based on 1.4k+ ratings
FEATURED APP
162 App Stores
Broker network icon
Brokers pinned to their territory
Every broker, agency and named account sits as a structured pin. Premium volume, lines written and last visit attach to the relationship.
Visit notes icon
Visits logged where they happen
BDM visit notes, attendees and the agreed next action capture against the broker pin in the field. The sales manager sees yesterday’s call before today’s pipeline review.
Renewal calendar icon
Renewal calendar against geography
Renewal dates aggregate by territory. The team sees which counties have calls falling due in the next 30 days rather than scrolling a spreadsheet.
Claims context icon
Claims context on the relationship
Loss ratio and complaint history flag on the broker pin so the BDM knows the relationship sensitivity before the visit.
Built for insurance distribution

Insurance sales work better when every broker is a pin

Insurance shield icon

The shared map for broker territories and BDM visits

Insurance distribution runs on relationships across geography. Brokers, agencies and named accounts spread across counties or states with renewal dates that arrive whether the visit happened or not. Pin Drop pins every producer to the location they sit in and every visit to the relationship it strengthened, so the territory plan and the renewal pipeline share one record.
Start free trial
Structured broker records
Producer code, agency size, lines of business, premium volume and renewal dates capture against the pin. The broker record is structured data, not a free-text CRM note.
Visit notes on the relationship
Meeting notes, attendees, agreed next steps and the renewal status pin against the broker. Field follow-ups arrive ready, not vague.
Pipeline by territory
Renewals due, new producer prospects and at-risk accounts visualise on the map. Coverage gaps surface before the producer slips.
Pin Drop mobile app showing a list of work locations on a map, including construction sites, offices, and venues with tasks, tags, and recent updates.
Testimonials

Used by insurance brokers and broker network teams

Insurance distribution teams, BDMs and broker network managers rely on shared, location-based records to keep producer relationships warm and renewals defensible.
“We can see what’s happening across multiple locations without relying on separate updates.”
Sofia Larsen
Programme Coordinator
“Inspection history organised by site strengthened our audit readiness.”
Marta Kowalska
Compliance and Estates Lead
“We have far better visibility across response areas without relying on multiple tools.”
Max Powers
Search and Rescue Coordinator
Rated 4.7/5
Based on 1.4k+ ratings
See it in action
Guided walkthrough

See insurance sales territory work in practice

Walk through a producer visit cycle and a renewal pipeline review and see how every broker, every visit and every renewal stays pinned to the territory it sits in.