# BrokerTech Ventures

> BrokerTech Ventures is a VC fund backing Insurance. See 40 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Des Moines, United States
- Total investments: 40
- Last investment: Mar 2026
- Lead investor: 75%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/brokertech-ventures/
- X (Twitter): https://twitter.com/brokertechven
- Website: https://www.brokertechventures.com/
- Facebook: https://www.facebook.com/brokertechventures

BrokerTech Ventures is a program for investors and innovators building the next generation of technology solutions for insurance agencies and brokerages. The owners of the program are leading insurance brokers who seek to work with and invest in innovators building new solutions to improve customer experiences and insurance operations.

## Contacts

5 contacts available for BrokerTech Ventures. Shizune tracks 4 team members at BrokerTech Ventures. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/brokertech-ventures?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Insurance | 20 | 50% |
| Artificial Intelligence | 16 | 40% |
| InsurTech | 15 | 38% |
| Software | 11 | 28% |
| FinTech | 6 | 15% |

37 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 19 | 48% |
| Pre-Seed | 14 | 35% |
| Venture - Series Unknown | 3 | 8% |
| Series A | 2 | 5% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 33 | 83% |
| Canada | 1 | 3% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Dan Keough | Co-CEO and Co-Founder | 3 | https://shizune.co/investors/profile/daniel-keough |
| John Jackovin | Executive Director Accelerator | 20 | https://shizune.co/investors/profile/john-jackovin |
| Kacie Conroy | Chief Innovation Officer | 0 | https://shizune.co/investors/profile/kacie-conroy-2e5e |
| Mike Victorson | Co-CEO | 0 | https://shizune.co/investors/profile/mike-victorson-d9d8 |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| MonarkHQ | MonarkHQ Is an employee benefit quoting and data analytics company that provides an underwriting and data analytics platform. | $50K | Seed | Mar 26, 2026 |  |
| Inspectform | Inspectform is an AI-powered COPE data platform for the insurance industry, delivering reliable property condition reports on roofs, HVAC, plumbing, electrical systems, sprinklers, and alarms. It helps agencies fill data gaps, verify updates, enhance Statement of Values (SOV) accuracy, and mitigate risk for new business, renewals, and BORs. | $50K | Seed | Mar 26, 2026 |  |
| Trussed AI | Trussed AI is a startup, providing an enterprise-grade AI control plane that enforces governance policies in real-time across every LLM request and response. It acts as a drop-in proxy gateway unifying access to any LLM provider (OpenAI, Google Gemini, Amazon Bedrock, Anthropic, Llama, Mistral) while delivering centralized cost management, riskmitigation, resiliency, and compliance for production GenAI and agentic AI systems. | $50K | Seed | Mar 26, 2026 |  |
| Upware.ai | Upware.ai transforms manual, multi-system enterprise workflows like mortgage processing, onboarding, and KYC into AI-native apps on any stack—bespoke, legacy, on-prem—without APIs or code changes. | $50K | Seed | Mar 26, 2026 |  |
| Pasito | Pasito’s software gets more employees to use the high deductible health plan (HDHP) and health savings account (HSA), saving both them and their employers a lot of money. We do this with personalized data-based recommendations and an incentive structure that enables employers to advance health expense payments for HSA enrollees.Pasito isheadquartered in New York, United States and was founded in 2021. | $50K | Venture - Series Unknown | Mar 26, 2026 |  |
| Flora | Flora Fertility is dedicated to empowering the next generation of parents by putting the control of reproductive health outcomes back where they belongs—in your hands. It aims to revolutionize how women's health and family building are approached, making fertility care more accessible, transparent, and personalized. By reimagining thefinancial and medical aspects of family planning, we help you navigate the journey to parenthood with greater confidence, ease, and support, ensuring that your fertility choices align with your personal goals and circumstances. | $50K | Seed | Mar 26, 2026 |  |
| CoverForce | CoverForce is an API platform that enables users to quote, pay, and bind commercial insurance for property and casualty needs. The platform provides instant access to various insurance products, streamlining the process for sales teams and representatives. CoverForce facilitates the integration of insurance solutions into existing workflows,allowing businesses to enhance their operational efficiency. By offering a comprehensive suite of tools, CoverForce supports organizations in managing their insurance requirements effectively while ensuring a seamless user experience. | $50K | Venture - Series Unknown | Mar 26, 2026 |  |
| Anzen | Anzen is a management insurance and operations tool using real-time HRIS and SaaS integrations to identify and avoid management risks. The company was founded in 2020 and is headquartered in San Francisco, California, United States. | $50K | Venture - Series Unknown | Mar 26, 2026 |  |
| FurtherAI | FurtherAI is a domain-specific AI for the insurance industry. Our AI Assistant automates complex workflows like submission intake, policy comparisons, and underwriting audits—making teams faster, smarter, and more efficient.Leading insurers, reinsurers, MGAs, and brokers rely on FurtherAI to drive better decisions at scale. Backed by topinvestors including Y Combinator, Nexus, South Park Commons, and Converge, FurtherAI supports customers writing over $15B in premiums across all 50 states. | $25M | Series A | Oct 07, 2025 |  |
| Fulcrum | Fulcrum is an AI-powered platform designed to help insurance account managers handle larger books of business more efficiently. Fulcrum focuses on automating manual and repetitive tasks, enabling insurance brokerages. |  | Pre-Seed | Apr 01, 2025 |  |

10 of 40 investments shown.

## Co-investors
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund, 3 deals together
- [Holmes Murphy](https://shizune.co/investors/profile/holmes-murphy-associates) — VC Fund, 3 deals together
- [MTech Capital](https://shizune.co/investors/profile/mtech-capital) — VC Fund, 3 deals together
- [Cofounders Capital](https://shizune.co/investors/profile/cofounders-capital) — VC Fund, 2 deals together
- [Heffernan Insurance Brokers](https://shizune.co/investors/profile/heffernan-insurance-brokers) — VC Fund, 2 deals together
- [JLL Spark Global Ventures](https://shizune.co/investors/profile/jll-spark-global-ventures) — VC Fund, 2 deals together

## Similar investors

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund
- [Right Side Capital Management](https://shizune.co/investors/profile/right-side-capital-management) — VC Fund

## FAQ

### What does BrokerTech Ventures invest in?

BrokerTech Ventures invests primarily in Insurance, Artificial Intelligence and InsurTech startups, most often at Seed and Pre-Seed stage. Most of the 40 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact BrokerTech Ventures?

Public channels for BrokerTech Ventures include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at BrokerTech Ventures?

The team at BrokerTech Ventures includes Dan Keough (Co-CEO and Co-Founder), John Jackovin (Executive Director Accelerator) and Kacie Conroy (Chief Innovation Officer). The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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