Insurance Broker Management System
Our Insurance Broker Management System provides a 360° operational and financial view of brokerage activities through real-time dashboards and powerful reports. Manage the entire brokerage lifecycle from a single unified platform.
System Overview
Purpose-built for brokers with end-to-end policy lifecycle management
Products
Configurable insurance products with pricing, coverage, and insurer mapping
Policies
End-to-end policy lifecycle from issuance to renewal and cancellations
Clients
Centralized client management with complete policy history and tracking
Insurers
Seamless multi-insurer management with performance visibility
Claims
Efficient claim tracking and coordination for faster resolution
Payments
Real-time premium tracking to improve cash flow and reduce leakage
Commissions
Automated, transparent commission calculation and reconciliation
Reports & Compliance
Powerful analytics and regulator-ready reports with full audit readiness
Business Benefits
Increased Operational Efficiency
Real-time visibility, automated workflows, and streamlined processes
Improved Financial Control
Centralized tracking, transparent commission calculation, and reduced leakage
Real-time Business Visibility
Powerful dashboards and analytics for data-driven decisions
Reduced Revenue Leakage
Real-time premium tracking and automated reconciliation
Data-driven Decision Making
Comprehensive reports and powerful analytics
Scalable Growth
Enterprise-grade architecture supporting growing operations
Simple, Transparent Pricing
Choose the plan that fits your business needs
Starter
Perfect for solo brokers
$99
/ month (billed annually)- ✓ Up to 50 clients
- ✓ Client management
- ✓ Quotes management
- ✓ Invoices & Billing
- ✓ Online Payment collection
- ✓ Policy Management
- ✓ Alerts & Reminders
- ✓ Reporting
- ✓ Commission tracking
- ✓ User/Agent Management
- ✓ Branch Management
- ✓ Email support
Professional
For growing brokers
$149
/ month (billed annually)- ✓ Unlimited clients
- ✓ Everything of Starter Plan
- ✓ Advanced CRM features
- ✓ End-to-end policy lifecycle
- ✓ Priority support
- ✓ Customer Portal
- ✓ Mobile App
- ✓ User/Agent Management
- ✓ Branch Management
- ✓ Online Payment collection
- ✓ Real-time analytics & dashboards
- ✓ Team collaboration
- ✓ Commission calculation
- ✓ API integrations
- ✓ Role-based access control
Enterprise
For large organizations
$599
/ month (billed annually)- ✓ Everything in Professional
- ✓ Dedicated account manager
- ✓ Custom integrations
- ✓ Advanced security & compliance
- ✓ White-label deployment
- ✓ SLA guarantees
- ✓ Custom workflows & automation
- ✓ Dedicated infrastructure
- ✓ Advanced reporting & analytics
System Architecture
A secure, scalable, web-based architecture with role-based access and API-ready integrations
1 Platform
Web-based centralized platform accessible anywhere with enterprise-grade security
2 Access Control
Role-based access for Admin, Sales, Finance, and Management with granular permissions
3 Integrations
API-ready integrations with insurers, payment gateways, and core insurance systems
Flexible Deployment & Support
Deployment Options
- ✓ Cloud-based scalability
- ✓ API integrations
- ✓ Enterprise-grade security
Support & Onboarding
- ✓ Comprehensive user training
- ✓ Smooth onboarding process
- ✓ Continuous support & enhancements
Ready to Transform Your Brokerage?
Experience unified platform that digitizes and automates brokerage operations
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