Preview of the new Xenbrok website. People, agencies and figures shown are examples.
Maria LopezNPN 18822041412 clients in her book

The decentralized CRM for insurance agents.

Your book of business lives in your own space, not inside an agency's account. Connect to the uplines you work with, choose what each one sees, and keep every client when you move.

Start free Start an agency trial

Free for agents. Agencies are $500 a month after a 15-day trial.

Maria works with three agencies. Each lit thread is something she chose to share.

Every other CRM starts with the agency. Xenbrok starts with you.

Agents get their own space the day they sign up. Agencies join it by invitation, and only see what the agent turns on.

Your clients follow your NPN

Contacts, policies, quotes and signed forms belong to you.Elsewhere, they belong to the agency that pays for the seat.

Changing uplines is a switch

End one connection, start another. Nothing is exported or rebuilt.Elsewhere, you start over with an empty account.

Several agencies, one login

ACA with one upline, Medicare with another, all from the same book.Elsewhere, a separate account and a separate copy for each.

MLMaria LopezNPN 18822041, 412 clients
Agencies you work with
HPHarbor Point FMOSees your ACA book
CACrestline AgencyPrivate
SBSunline BenefitsSees your Life book

These switches drive the threads in the hero above.

The whole client, in one place.

Signed forms, new uploads, renewals and replies land in one feed, ranked. Open, snooze or dismiss each item where it sits.

maria.xenbrok.com

Worklist

12 items, 3 new
Daniel Reyes signed the ACA Consent 2026Today at 9:42 AM, from his intakeNew
Ana Torres uploaded 3 of 4 documentsProof of income, photo ID and immigration statusNew
Open enrollment for the Kim householdSilver HMO renews January 1, premium up 6%
Grace Kim asked about her prescriptions"Is Eliquis covered on the new plan?"

For agencies, a better kind of relationship.

Invite the independent agents you work with. They keep their book, you get the production they share, and both sides see the same numbers.

Connections

Invite agents or accept requests. One agent can work with you and other agencies at once.

Hierarchy

FMOs, GAs and sub-agencies in one tree, with each level seeing only its own downline.

Contracting

Appointments by carrier, product line and state, and who can sell what, where.

Commissions

Carrier statements read automatically and matched to agents and rate tables.

Coming

ICHRA, with portals for employers and their employees.

Shared production, Harbor Point FMO

$36,420+17% vs September
$0 $20k $40k MayJunJulAugSepOct

From 14 agents who share their ACA production with you.

Free for agents. One price for agencies.

Independent agents Free
  • Book, Worklist, quoting and intakes
  • Consents, SOAs and document requests
  • No limit on contacts
  • Connect to every agency you work with
Start free
Agencies, GAs and FMOs $500a month
  • Everything agents get, for your team
  • Connections with independent agents
  • Hierarchy, contracting and appointments
  • Commission statements and reports
Start a 15-day trial

Compliance is part of the work, not a folder at the end.

10 years

Consent and application review retention

Signed records are kept, and deleting one warns you and offers the PDF first.

45 CFR 155.220(j)(2)(ii) and (iii)
48 hours

Scope of appointment

Send the SOA ahead of the meeting or sign it in person, linked to the client and the quote.

CMS Medicare marketing guidelines
Every signature

Proof of who signed, and where

Time, IP address, location and device are captured and printed on the signed PDF.

Audit trail on each document
Per agent

Separated in the database

Each space is isolated by row-level security in the database itself.

Not only in the application

Build your book once. Keep it for good.

Start free as an agent, or bring your agency and connect with the agents you already work with.

Start freeStart an agency trial