Keep each client’s policies, renewals and claims in one file.
A broker acts for the client and places cover with the underwriter that fits. The insurance broker software keeps each client’s policies, quotes, endorsements and claims together, whichever insurer issued them. Renewal dates, premium receipts, bordereaux and brokerage statements sit on the same file, so that handlers and finance staff both work from one record and not from two.
Insurance brokers work for individuals and businesses, and each client usually holds several policies with different underwriters. The records that matter are the proposal forms, the risk details, the quotes, the schedules, the endorsements and the claims.
Broker management software gives each client one file. A handler opens it and sees every policy, every change and every open claim. A finance clerk opens the same file and sees what has been billed, which instalments are late and what is due to insurers.
A client asks for cover or a renewal, and the handler gathers the risk details and checks what is already in place. The risk goes to chosen underwriters by email or portal, and replies arrive in different layouts with different limits, deductibles, excesses and exclusions. The handler lays them side by side and talks the client through the differences before one is accepted and the cover note issued.
Policy documents are filed, premium is billed and receipts are posted. Through the year clients ask for changes, and each becomes an endorsement with a pro-rata premium. Claims need repair estimates, adjuster visits and replies from the insurer. Introducers keep bringing in new clients, and finance matches each insurer’s bordereau to the policies. Then the renewal list opens again. The cycle never stops.
What goes wrong for insurance brokers without a proper system.
What we would build for insurance brokers.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for insurance brokers.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
A product already built for insurance brokers.
It is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then.
Insurance Broker Management Software
Client files, insurer quotes, placements, policies, endorsements, renewals, claims, premium billing and brokerage statements for insurance brokers.
The business modules insurance brokers use most.
Each one is also available on its own, or inside a system built for you.
Tools insurance brokers often connect.
The services behind it.
Business Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreERP, CRM and Business Software Implementation
One record of stock, orders, customers and accounts, set up so your team opens it every day.
Learn moreData Migration and Moving Off Spreadsheets
Data migration and spreadsheet replacement covers auditing existing files, cleaning and deduplicating records, loading them into a new system and reconciling the result against known totals. A parallel run of both systems comes before cutover. The original files are kept as they were.
Learn moreHow the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, Tally reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
Software we have built and run.
We only name clients whose work is published. These are systems our team designed, built and supports.
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Read the case studyQuestions insurance brokers ask before they call.
What separates a broker system from an agency system?
A broker acts for the client and approaches several underwriters, so the system compares quotes across them and holds a client’s policies from all of them. An agency system usually serves one insurer.
Can it hold commercial and personal clients together?
Yes. Each class of cover has its own fields, so a fleet schedule, a marine hull declaration and a household policy sit in the same client file. They do not share a form.
Does it deal with premium held for clients?
It records what was received, what is due to each insurer and when it was paid on, in one ledger that finance can read beside the policy. Whether that matches your local rules is reviewed during implementation, with your finance lead.
Can a small brokerage use it?
Yes. A brokerage with a few handlers can start with client files, policies and a renewal list. Claims, bordereaux and producer shares can be added when it needs them. Start small.
What happens in the free technology audit?
We look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough to start. You get a report ordered by priority, and there is no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. The audit settles the scope, and the cost goes into a written proposal before any work starts.
Related industries.
- Banks
- Business finance providers
- Chit fund companies
- Company secretaries
- Credit unions
- General insurance agents
- Health insurance agents
- Life insurance advisors
- Loan agents and DSAs
- Loan officers
- Microfinance institutions
- Mutual fund distributors
- Non-banking finance companies
- Payment service providers
- Private equity firms
- Stock brokers
- Wealth managers and financial advisers
Part of a wider group.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements