Sell policies faster with browser tools for agents
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
AI Automation
SOC 2 & GDPR compliant
Free for individuals. No CC required.
Trusted by Individuals and Enterprises

"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate in the browser
Pull client details, policy data, and carrier quotes into one browser sidebar without switching tabs
Create follow-up tasks or renewal reminders from any carrier portal page with pre-filled client details in one click
Surface client history and prior policy details from your CRM directly inside carrier portals and quoting tools
Auto-generate client review presentations by pulling coverage details, premium comparisons, and claims data from connected carrier portals
AI Copilot in the sidebar can summarize policy terms, draft client emails, or extract coverage details from the current page
Build reusable agency workflows your team can share without writing code or waiting for IT
Integrate with 3000+ apps
Frustrations that cost your team hours every week
  • Constant tab switching between agency management systems, carrier portals, CRM, and quoting tools to manage policies and serve clients
  • Manually copying client details, policy numbers, and coverage specs from carrier portals into CRM records and proposal documents
  • No quick way to create a client follow-up task or policy renewal reminder from a carrier notification page or client email
  • Pulling policy details, premium comparisons, and claims data from multiple carrier portals into client review presentations requires manual aggregation
  • Repetitive renewal reviews that involve cross-referencing current coverage, claims history, and market rates across multiple browser tabs
  • No way to surface client history or prior policy details when reviewing a new quote on a carrier portal
  • Copying commission statements and production data from carrier portals into tracking spreadsheets one carrier at a time

Chat with AI to create your first custom workflow

Extract the policy renewal date and client details from this carrier page and create a reminder in my CRM
Look up this client's policy history and claims data in my CRM and show them alongside this carrier quote page
Summarize the coverage options and premiums from this quoting page for my client proposal document
Extract the commission details from this carrier statement page and add them to my production tracking sheet
Pull the coverage details from my current policy notes and display them alongside this new carrier quote
Summarize the client's current coverage and claims history from my CRM for this annual renewal review

Watch PixieBrix in action

Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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