01 / CONNECT
One place for the signal.
Connect approved mailboxes and systems. Bring the messages, dates, and records behind the work into view.
For insurance agencies & general agents
Your agency.
In motion.
An AI back office that brings the work together. Inboxes, renewals, records, and follow-ups.
Prepared by Bella. Controlled by you.
Built around your agency. Priced by your book.
A quieter back office.
A clearer next step.
01
Bring the work togetherTurn incoming messages into action.
02
Prepare what comes nextKeep renewals and follow-ups moving.
03
Keep the final sayHold client-facing work for approval.
From incoming to under control
The work keeps moving.
You keep the oversight.
Bella connects configured workflows across the tools your agency uses. Every next step has context. Every sensitive action has a boundary.
02 / PREPARE
A next step, already prepared.
Draft a response, track a renewal, reconcile a document, or prepare a record update within your configured workflow.
03 / REVIEW
Your judgment stays central.
Review prepared work before client-facing sends or sensitive changes. Confirm the action with the context that supports it.
The animation is an illustrative workflow. No agency data is connected and nothing is sent from this website.
Built for the agency day
Less chasing.
More moving forward.
For the work between an opportunity and an outcome. Purpose-built for brokers and general agents in health and employee benefits.
Find your fitNew business, with momentum.
Quote requests, applications, carrier follow-ups, agreements, and the next action on an open opportunity.
Renewals, with context.
Upcoming dates, outstanding documents, prepared follow-ups, and a clearer picture of what needs attention.
Operations, brought together.
Inbox triage, CRM hygiene, document processing, meeting preparation, and commission reconciliation where configured.
The command center
A clear place
to make the call.
See prepared work, pending decisions, and the records behind them. Step in where your experience matters.
Bella HQProduct interface preview
Context before action.Understand why the work is ready.
Review at the right moment.Keep client-facing authority with your team.
One coordinated view.Bring the operating work into focus.
Made for real agency work
Clear boundaries.
Room to grow.
Built by general agents and brokers, around the operational work they know firsthand.
A plan for your bookWhat does Bella handle?
Configured workflows for inbox triage, quotes, renewals, CRM records, carrier coordination, documents, and follow-ups. Connected systems and workflow availability are confirmed during onboarding.
Who approves client-facing work?
Your team. Bella prepares work within configured authority boundaries. External sends and sensitive actions require human approval; the website itself enables no live automation.
How is agency data handled?
Plans are designed around agency isolation. The Private plan offers deployment on infrastructure you control. Data flows, integrations, and approval requirements are reviewed during onboarding. See our Privacy Policy for the published details.
Do we need to replace our tools?
The starting point is your existing agency systems. We confirm compatible connections and the scope of each workflow before anything is enabled.
Is pricing per person?
Pricing scales with your book, rather than charging per seat. Explore plans for current pricing, included capabilities, and deployment options.
Your next chapter
Make room for
what comes next.
Start with the right plan. Confirm the fit, the connections, and the boundaries with your agency.