Receipts, commissions, and collaborators, reconciled every month
Custom software for insurance brokerages and agents, built around how you settle commissions, from €9,000 + VAT.
- Starting at
- €9,000 + VAT
- Timeline
- In the quote
- Before we start
- Fixed price
What your software manages
The part of your brokerage you currently reconcile manually at the end of each month.
Receipts
collected, pending, and returned, by company and client.
Commissions
what each company owes you and what you owe each collaborator.
Collaborator network
each person accesses their own section, with their clients and production.
Client information
it keeps a record of which preliminary document you provided and when.
Multiple companies
each policy with its company, product, and terms.
Month-end close
the settlement is generated automatically, without cross-checking lists.
How much your brokerage software costs
The price depends on how many companies and collaborators need to be included.
Management for a brokerage or agency
starting at€9,000+ VAT
To stop reconciling commissions manually.
- Receipts and commissions
- Collaborator access
- Monthly settlement
In the quote
Get your proposalPasamos tu cartera, formamos a tu equipo y no cobramos por usuario. Qué sube el precio
Brokerage, agency, or agent network
It works if the software you use doesn't fit how you work with your collaborators.
It’s a good fit if…
- You reconcile company commissions with spreadsheets.
- You have collaborators or sub-agents and settle their commissions manually.
- You're part of a brokerage group and need to share data.
- Your current software doesn't let you change how it works.
It’s not a fit if…
- You're an exclusive agent and your company already provides your software.
- Lo que buscas es vender más a tu cartera: mira el CRM de seguros.
How we build your insurance brokerage software
The first thing we test is a real month-end close.
- 1
We review your month-end close
which reports you cross-check and where time is being spent.
- 2
We propose the software
screens and a fixed price before we start.
- 3
We close out a month with you
we compare the result with your usual close.
- 4
We bring over your book of business
policies, payments, and collaborators, and train your team.
How we would do it at a brokerage with collaborators
This is an example so you can see the work, not a real client. Twenty collaborators send policies, and at the end of each month someone cross-checks three lists to pay them.
- Each collaborator sees their production and what they will receive.
- A returned payment automatically deducts their commission.
- Each person's settlement is generated in a document ready to send.
Questions about software for insurance intermediaries
Is yours not listed? Write to us and we'll get back to you in less than 2 hours.
Is there free software for insurance intermediaries?
Ours isn't: it starts at €9,000 + VAT, and you don't pay per user afterward. If free software works for you, we'll tell you before preparing a quote.
Does it work for brokerages and agents?
Yes. We adapt it to brokerages, agencies, and collaborator networks, each with their own way of settling commissions.
Does it help with the pre-contractual information required by law?
For non-life insurance, Royal Decree-Law 3/2020 requires you to give the customer a prior information document, on paper or another durable medium. The program records which document you provided to each customer and when.
What if I already use management software?
We can replace it or work alongside it, reading its data if it allows it. We decide with you in the first step.
Is it truly custom software?
Yes, it's our [custom software](@services\/software-a-medida), built around your insurance companies, your collaborators, and your way of closing the month.
Tell us what you need
We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00.
Thanks, .
We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00. If you write to us outside those hours, we'll get back to you the next business day.