A modern, end to end platform for insurance brokers to manage clients, placements, renewals, policies, claims, commissions, and insurer relationships in one controlled workflow. Built for multi branch operations, enterprise governance, and integration ready deployment across markets.
Insurance Broker System supports the complete brokerage lifecycle: prospecting, quotation, negotiation, binder and policy issuance, endorsements, renewals, claims coordination, commission settlement, and management reporting. It enables a consistent operating model across teams while remaining flexible for different insurer rules, products, and market practices.
Handle corporate placements with complex coverage structures as well as retail lines with high volume renewals. Support multiple lines of business, product variations, and market specific requirements without breaking standard governance.
Built in role based access, approval matrices, document traceability, segregation of duties, and audit logs to meet internal controls, regulatory expectations, and partner insurer requirements.
A modular architecture that covers end to end brokerage operations. Modules can be enabled progressively based on your maturity and rollout plan.
Centralized client profiles, groups, branches, contacts, risk notes, and relationship mapping.
Track submissions, insurer approaches, negotiation stages, and placement outcomes with SLAs.
Multi insurer quotation capture with structured comparison and recommendation notes.
Generate slips and documents, manage policy periods, endorsements, clauses, and attachments.
Renewal calendar, automated reminders, pipeline prioritization, and retention analytics.
FNOL, claim documents, milestones, insurer correspondence, and settlement tracking.
Commission rules, installments, reconciliation, clawback handling, and statement generation.
Premium invoicing, receipts allocation, aging, insurer payables, and payment scheduling.
Versioned document repository, templates, checklists, and controlled distribution.
Structured risk questionnaires, exposures, attachments, and validation rules by line of business.
Insurer profiles, products, contacts, agreements, service levels, and performance tracking.
Portfolio by client, LOB, insurer, producer, region, profitability, and retention.
Role based permissions, approval matrix, audit trail, and activity monitoring.
Beyond daily operations, the platform includes capabilities to standardize quality, reduce manual work, and ensure reliable governance across teams and branches.
Configure placement and claims approvals by threshold, insurer, product, and risk class.
Task assignment, reminders, escalations, and productivity tracking per team.
Mandatory fields, risk data checks, and document completeness gates.
Separate or consolidated operations for group companies, branches, and business units.
Support currency, tax logic, and reporting structures for international operations.
Full change history for terms, documents, approvals, and key transactions.
The platform supports diverse brokerage models and can be configured to match market practices and insurer requirements.
Manage complex coverage structures, multi insurer placements, layered programs, and negotiated terms with approvals and traceability.
Control renewals at scale using automated reminders, pipeline prioritization, and exception handling.
Standardize claim intake, document completeness, and insurer communication to improve turnaround and customer experience.
Enforce commission rules, reconcile statements, and track receivables and payables accurately.
Integrate with internal enterprise systems and external partners to minimize duplicate data entry and speed up operations.
A practical rollout focused on standardizing brokerage processes, improving turnaround time, and strengthening governance. Your team validates quickly with realistic sample data, workflows, and portfolio dashboards.