BrokerAI
Our story

Built by automation veterans, for insurance brokerages.

BrokerAI is a small, focused team on a mission: take the repetitive, manual work out of insurance operations so brokers can spend their time where it matters — with their clients.

A 20-year path to building AI that does the work

I've spent the last 20 years building software and automation systems — from early scripting that shaved hours off back-office work to full platforms that run mission-critical operations. Along the way, one pattern kept repeating: the most valuable people in any business were stuck doing the most repetitive work.

My background is in machine learning and, more recently, building AI agents — systems that don’t just answer questions but actually get work done. When large language models became capable enough to read messy documents, follow multi-step processes, and act reliably, I saw a chance to solve that repetitive-work problem for an industry drowning in it: insurance.

So we kept the team deliberately small. Today it’s just the two of us — enough to move fast, talk to every customer directly, and ship agents that actually reflect how brokerages really work. No bloat, no hand-offs, just software built by the people who understand the problem.

20+
Years in software & automation
2
People on the team
100%
Focused on AI agents

Meet the team

Small on purpose. You'll work directly with the people building the product.

Portrait of Marcus Ellery

Marcus Ellery

Founder & CEO

20+ years in software and automation. Deep background in machine learning and building production AI agents.

Portrait of Dana Whitfield

Dana Whitfield

Founding Engineer

Full-stack engineer focused on reliable agent workflows, integrations, and the systems that keep them running.

Want to see BrokerAI in action?

We'd love to show you how our agents fit into your brokerage.

Request a demo