Protego by BizAssure

Protego by BizAssure is the modern solution built for commercial insurance professionals who want to stay ahead of their book. Whether you're managing new business leads, tracking renewals, or nurturing client relationships, Protego streamlines your daily workflow with powerful, easy-to-use tools.

Designed specifically for the commercial insurance space, Protego helps agencies grow faster and operate smarter—without the clutter of legacy CRMs.

Key features include lead management to track prospects through your sales pipeline, renewal automation to ensure you never miss a retention opportunity, and centralized client profiles that keep all policy and communication details in one place.

With our built-in Gap Analysis Tool, you can quickly uncover coverage gaps to drive more upsell and cross-sell opportunities. The BizAssure Savings Reports generate branded, client-facing summaries that highlight potential premium savings and value insights—providing unmatched value to your clients and reinforcing your role as a trusted advisor.

Stay on top of your tasks with smart notifications and reminders. Protego is fully cloud-based and secure, giving you access to your commercial book anytime, anywhere.

Whether you're a producer looking to close more business or an agency leader managing a growing team, Protego gives you the tools to operate with clarity, efficiency, and impact.