Logo Broker Up Affinity

Insurance Management and Sales Platform for Non-Traditional Channels

What is Broker-Up Affinity?

Broker-Up Affinity is a comprehensive technology platform for the management and distribution of mass-market insurance and microinsurance within companies outside the traditional insurance industry. These companies leverage their core business structure to sell insurance as a complementary activity.

Broker-Up Affinity manages the entire operation of the mass-market insurance business, including administration of sponsors, points of sale, sales agents, comprehensive commission management across the entire distribution chain, claims, and mass collections. It is integrated with internal systems, distribution channels, insurers, and external providers.

It is modular, scalable, and easily configurable. Capable of supporting sales through both physical channels of the company and digital channels (embedded insurance).

The platform goes beyond sales—it's also a fast and efficient service channel. Policyholders can purchase new products, make changes, renew their policies, check their account status, report claims, and track their progress, among other features.

Affinity Channels

Retailers and Car Dealers

Large chains offer insurance to their customers through their staff, collecting premiums using their own infrastructure.

Affinity
Affinity

Mass Market

Institutions and associations with large member bases offer insurance and use their contribution systems to collect premiums.

Public Utilities

Service companies (such as energy or telecommunications providers) integrate insurance offerings and premium collection into their platforms and monthly billing.

Affinity
Affinity

Worksite Marketing

Insurance offered to the sponsor’s employees, with premiums collected via payroll deduction or credit cards, either in person or digitally.

Value-Added Features

Module Suite

Insurance Area

BACK OFFICE

  • System Administration

  • Product Configuration

  • Client Management

  • Policy Administration

  • Premium Collection Management

  • Claims Handling

  • Commission Control

  • Goals and Incentives

  • Management Reports

Post-Sales Point

SELLER PORTAL

  • Quote and Sell

  • My Quotations

  • My Sales

  • My Commissions

  • My Account

TELEMARKETING

  • Incoming and Outgoing Calls

  • Quote and Sell

Policyholder

POLICYHOLDER PORTAL

  • Online Quotation and Purchase

  • Policy Inquiries

  • Request Policy Modifications

  • Outstanding Debt

  • Report Claims

  • Claims Status

  • Policies to be Renewed

Sponsor

SPONSOR PORTAL

  • Policy Inquiries

  • Account Statements

  • Payment Applications

  • Claims Inquiries

  • Commission Control

  • Sales Management Reports

  • Data Analytics

Interfaces

INSURER

  • Policy Issuance

  • Claims Reporting

  • Payment Applications

  • Commission Collection

SPONSOR

  • ERP (Client Data, Collections, 360º View)

Landing Page

  • Online Store (Embedded Insurance)

Contracting Model

SaaS (Software as a Service)

Contact Us

Solicitar una presentación

Para solicitar una Presentación complete el siguiente formulario