Comprehensive solution for Insurance Brokers and Intermediaries

What is Broker-Up?

Broker-Up is a comprehensive solution that automates all key processes in the insurance brokerage business.

It manages all types of products: corporate (P&C, H&B), individual and affinity-based.

It enables insurance brokers and intermediaries to grow profitably, offer better customer service, and increase their competitive value.

Main feature

100% Web Architecture based on Azure Cloud.
Modular and scalable: can be deployed gradually according to client requirements.
Complies with international performance and security standards.
Offers a version tailored to the reality of each country.
Offers high availability, reliability, and service continuity.

Manages all types of products: corporate (P&C and H&B), individual, and affinity-based.
Supports multiple companies, products, currencies, and channels (omnichannel).
Integrates via APIs or SFTP with internal systems, insurers, and third parties.
Includes a document manager (digital archive) associated with each entity (clients, policies, claims, etc.).
Features an embedded BPM or workflow engine that guides users through each process and includes an active alert generator.

Operational Advantages

It fully automates all key processes of the insurance brokerage business end-to-end, including integration with insurers and other internal and external systems.
Additionally, it provides tools for Data Analytics, CRM, E-Commerce, as well as mobile applications and web portals for clients, producers, partners, account executives and agents.

Value-Added Features

Better Management and Control

Covers all aspects of the insurance brokerage business lifecycle and provides up-to-date information for decision-making.

Operational Efficiency

Reduces manual work, optimizes processes, and integrates with insurers—boosting productivity and lowering operating costs.

Greater Competitiveness

Improves customer service, increases retention rates, and strengthens the ability to attract new clients.

Digital Transformation

Increase the value of your brokerage with a cloud-based, flexible technology platform that can grow and innovate alongside your business.

Module Suite

Core

Back-office module that automates all key processes end-to-end for an insurance broker.

Data analytics

Enables the generation of management reports and dashboards on annual production, collections, commissions, performance indicators, claims ratios, among others.

Executive portal

Self-service portal through which producers and/or sales executives can access all their clients’ insurance information to provide better service.

Marketplace

Online quotation and sales module (e-commerce) for individual insurance policies, including auto, health, home, life, and more.

Client portal

Self-service portal for corporate clients, providing access to their insurance program information and enabling online transactions.

Mobile App

Gives clients access to all their insurance information. A powerful sales and service tool that enables users to quote and purchase additional coverage, request assistance, and report claims.

Bancassurance

Back-office, sales, and service technology platform for managing and selling insurance policies—both mandatory (linked to credit) and voluntary—through different points of sale of the financial institution.

Affinity

Comprehensive solution for managing and distributing insurance through companies outside the traditional insurance industry. Designed for organizations that use their business structure to sell insurance as a complementary activity.

Contracting Model

SaaS (Software as a Service)

Contact Us

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Message

Broker-Up is a comprehensive solution that automates all key processes in the insurance brokerage business. It manages all lines of business: corporate (Property & Casualty and Health & Benefits), personal lines and affinity.

Broker-Up Bancassurance is a technological platform enabling financial institutions to manage both mandatory and voluntary insurance. It covers the full customer journey: acquisition, sales, collection, and after‑sales service.

Broker-Up Affinity manages and markets mass insurance via alternative channels such as: vehicle manufacturers and dealers, retailers, utilities, clubs, professional associations, employee funds, among others.

Insure-Up is a front‑office solution that enhances insurers’ customer experience by optimizing all interaction channels—contact centers, sales teams, brokers, branches, websites, and mobile apps.

Comprehensive solution for Insurance Brokers and Intermediaries

What is Broker-Up?

Main feature

Operational Advantages

Value-Added Features

Better Management and Control

Covers all aspects of the insurance brokerage business lifecycle and provides up-to-date information for decision-making.

Operational Efficiency

Reduces manual work, optimizes processes, and integrates with insurers—boosting productivity and lowering operating costs.

Greater Competitiveness

Improves customer service, increases retention rates, and strengthens the ability to attract new clients.

Digital Transformation

Increase the value of your brokerage with a cloud-based, flexible technology platform that can grow and innovate alongside your business.

Module Suite

Core

Back-office module that automates all key processes end-to-end for an insurance broker.

Data analytics

Enables the generation of management reports and dashboards on annual production, collections, commissions, performance indicators, claims ratios, among others.

Executive portal

Self-service portal through which producers and/or sales executives can access all their clients’ insurance information to provide better service.

Marketplace

Online quotation and sales module (e-commerce) for individual insurance policies, including auto, health, home, life, and more.

Client portal

Self-service portal for corporate clients, providing access to their insurance program information and enabling online transactions.

Mobile App

Gives clients access to all their insurance information. A powerful sales and service tool that enables users to quote and purchase additional coverage, request assistance, and report claims.

Bancassurance

Back-office, sales, and service technology platform for managing and selling insurance policies—both mandatory (linked to credit) and voluntary—through different points of sale of the financial institution.

Affinity

Comprehensive solution for managing and distributing insurance through companies outside the traditional insurance industry. Designed for organizations that use their business structure to sell insurance as a complementary activity.

Contracting Model

SaaS (Software as a Service)

Contact Us

Broker-Up is a comprehensive solution that automates all key processes in the insurance brokerage business. It manages all lines of business: corporate (Property & Casualty and Health & Benefits), personal lines and affinity.

Broker-Up Bancassurance is a technological platform enabling financial institutions to manage both mandatory and voluntary insurance. It covers the full customer journey: acquisition, sales, collection, and after‑sales service.

Broker-Up Affinity manages and markets mass insurance via alternative channels such as: vehicle manufacturers and dealers, retailers, utilities, clubs, professional associations, employee funds, among others.

Insure-Up is a front‑office solution that enhances insurers’ customer experience by optimizing all interaction channels—contact centers, sales teams, brokers, branches, websites, and mobile apps.

Comprehensive solution for Insurance Brokers and Intermediaries

What is Broker-Up?

Main feature

Operational Advantages

Value-Added Features

Better Management and Control

Covers all aspects of the insurance brokerage business lifecycle and provides up-to-date information for decision-making.

Operational Efficiency

Reduces manual work, optimizes processes, and integrates with insurers—boosting productivity and lowering operating costs.

Greater Competitiveness

Improves customer service, increases retention rates, and strengthens the ability to attract new clients.

Digital Transformation

Increase the value of your brokerage with a cloud-based, flexible technology platform that can grow and innovate alongside your business.

Module Suite

Core

Back-office module that automates all key processes end-to-end for an insurance broker.

Data analytics

Enables the generation of management reports and dashboards on annual production, collections, commissions, performance indicators, claims ratios, among others.

Executive portal

Self-service portal through which producers and/or sales executives can access all their clients’ insurance information to provide better service.

Marketplace

Online quotation and sales module (e-commerce) for individual insurance policies, including auto, health, home, life, and more.

Client portal

Self-service portal for corporate clients, providing access to their insurance program information and enabling online transactions.

Mobile App

Gives clients access to all their insurance information. A powerful sales and service tool that enables users to quote and purchase additional coverage, request assistance, and report claims.

Bancassurance

Back-office, sales, and service technology platform for managing and selling insurance policies—both mandatory (linked to credit) and voluntary—through different points of sale of the financial institution.

Affinity

Comprehensive solution for managing and distributing insurance through companies outside the traditional insurance industry. Designed for organizations that use their business structure to sell insurance as a complementary activity.

Contracting Model

SaaS (Software as a Service)

Contact Us

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