Solutions for
Insurance Brokers

Transform your business to make it more profitable,
efficient and competitive.

What is Broker-Up?

Broker-Up is an all-in-one solution that automates all key processes of the insurance brokerage and marketing business. It enables insurance brokers to grow profitably, provide better customer service and increase their competitive value.

Versatile

It covers the management of all types of products: corporate (P&C, EB), personal and affinity. It also has versions for large, small and medium-sized brokers.

Modular and scalable

It can be implemented gradually and according to customer requirements.

Easy to use

The user interface is intuitive and allows for agile and practical navigation.

Advantages
Competitive

It automates end-to-end all key processes of the insurance brokerage business, including integration with insurance companies and other internal and external systems. In addition, it provides CRM and BI (Business Intelligence) tools, as well as mobile applications and web portals for clients, salespeople and commission agents.

Management

Manages all business lifecycle processes.

Efficiency

Reduce costs and increase productivity.

Competitiveness

It helps to sell better, providing a quality service.

Integration

Easily integrates with insurance company systems and other business partners.

Characteristics of
Value added

100% Web architecture
It is modular and scalable.
Meets performance and safety standards.
Integrates via web services or batch with internal, insurance company and third-party systems.
Supports multiple browsers (Explorer, Edge, Chrome, Firefox, Mozilla, Android, IOS).

It offers powerful tools: web portals and mobile applications for customers and policyholders.
It is multi-company, multi-product, multi-currency, multi-channel.
Configurable according to functions and user roles.
It contains a document manager (digital file) associated with each entity (clients, policies, claims, etc.).
It has a Workflow and Active Alarms manager.

Derscubra cómo
Boost your Business

Back Office (Core)

Customer management
Issuance orders
Policy administration
Collection of premiums
Claims
Commissions
Data Analytics

Fornt Office (Services)

Customer portal
(companies)
Mobile App (people)
Portal del Ejecutivo
Commercial
Producers Portal

Sales

E-commerce (
personal and worksite lines)
Bancassurance
- Obligatory
- Voluntary
Retail channels
- Car dealers
- Retail chains

Interfaces (API's)

Insurance companies (quotation,
online issuance,
payment application,
commissions, claims)
Accounting System
(sales invoices,
commissions payable)
Others (on request of
client)

Modalities of
Licensing

SaaS (Software as a Service)

Contact us

We are interested in finding out what we can do for you, please contact us to arrange a meeting or request a demonstration.

Complete and send us the form or contact us on +51 993 457 011