01
Which renewal is at risk this month, and why?
Each handler sees the next 60 days of renewals ranked by risk, with the reason: months without contact, a returned installment, a claim closed badly. And who to call first.
Custom software for insurance brokerages
Software for insurance brokerages: book, installments and renewals in one place
Your policies, each carrier's installments and producer payouts, in the same client file. When a product or a commission changes, your team changes it, without opening a ticket to IT.
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Client file
Dr. Laura Prieto · Cosmetic surgery · Client for 7 years
3 policies · €12,480 annual premium
Professional liability renewal in 52 days · Proposal: −4% for a clean record
- Churn risk: Low
- Cyber cover for her clinic
- 2 collected · 1 returned · recovery in progress
Your book of business lives in one program. Everything else lives in seven more.
The client is the same, but the policy, the installments and the claims live in different places. And every product change goes through IT.
Desktop ERP
Years of logic piled up that nobody has documented.
A separate CRM
The producer cannot see the client's installments or claims.
Each carrier's rating tool
A different website for every quote.
Each carrier's EIAC file
Seven carriers, seven different formats.
Bank and Norma 19
Returned payments are reconciled by hand, installment by installment.
Payout spreadsheet
What each producer earns, calculated by hand.
Claims
In another tool, with no link to the policy or the payout.
The client's email and WhatsApp
The conversation stays in each handler's inbox.
Eight sources, one client. One file.
Three questions your team answers every morning
02
Which installments don't match the carrier?
The issued installment, the EIAC line and the bank collection, matched on their own. Your team only sees the ones that don't line up, with the cause and a proposed action.
03
What does each producer earn this month?
You simulate the payout before you pay, you see every commission down to the policy, and a cancellation clawback applies on its own.
Example
You
Raise producer commission on professional liability to 10% from January 1.
Reply
Ready. It affects 23 producers and takes effect on 01/01. Policies already issued keep their version. Technical Management still needs to countersign: should I send it?
Uniteco · Brokerage for the medical community
15 years of book and 28 integrations, in one client file.
28+ → 1
integrations, one file
15 years
of history migrated
4 entities
in 2 countries
8 months
to go-live in Spain
Their desktop ERP had 15 years of logic piled up and the vendor was dropping support. We are building a web ERP with them that works the way they do: affinity groups with their own rates, seven carriers and producer payouts.
How many systems does your brokerage use today to manage one client?
Check the ones you have. We'll show you what slips between them.
Against what you already know
| Criterion | Licensed brokerage ERP | Build from scratch | Performanze |
|---|---|---|---|
| Change a product, commission or rule | You ask the vendor and wait | It goes through the development team | Your team changes it, with dual sign-off and an effective date |
| Each carrier's EIAC | Standard formats; the rest, by hand | Coded one by one | A reader per carrier; adding one is a configuration |
| Affinity groups with their own rates | Depends on the program | You have to build it | Included, with several due dates per product |
| The way you work | You adapt to the program | You have to define it from scratch | We start from a brokerage base and fit it |
Change a product, commission or rule
Licensed brokerage ERP
You ask the vendor and wait
Build from scratch
It goes through the development team
Performanze
Your team changes it, with dual sign-off and an effective date
Each carrier's EIAC
Licensed brokerage ERP
Standard formats; the rest, by hand
Build from scratch
Coded one by one
Performanze
A reader per carrier; adding one is a configuration
Affinity groups with their own rates
Licensed brokerage ERP
Depends on the program
Build from scratch
You have to build it
Performanze
Included, with several due dates per product
The way you work
Licensed brokerage ERP
You adapt to the program
Build from scratch
You have to define it from scratch
Performanze
We start from a brokerage base and fit it
Frequently asked questions about software for insurance brokerages
Can you migrate the history from our current ERP?
Yes. Migration is part of the project, so the client's full life is available from day one. At Uniteco that's 15 years.
Does it connect to the carriers?
Yes. Rates by API, each carrier's EIAC files, Norma 19 and SEPA, your CRM and the signature portal.
Does it work with affinity groups?
Yes. Your own rating, up to 12 due dates per product and bulk renewals with premium and installment recalculation.
What about several companies or countries?
Yes. Each entity has its own database, currency and rules, on the same platform.
Is it custom software?
Yes. We start from what already works at other brokerages and fit it to your products, your carriers and your processes.
What is Selfware?
Our way of building custom software: your tool, on a base already proven in your industry. See Selfware.
How long does it take and what does it cost?
It depends on how many carriers, entities and integrations there are. In the demo we give you a timeline and a price range.
Do I need a technical team?
No. We migrate, connect, configure and train your team.
30 minutes to look inside your brokerage
- 01
You tell us which ERP and tools you use today.
- 02
We show you the client file and installment matching with a case like yours.
- 03
We give you a timeline and a price range, with no commitment.