We take on the mechanical work across all insurers: portfolio maintenance, claims support and your service inbox. You advise and approve, we deliver the result.
Each with its own portal, format and deadline. Portfolio maintenance and communication eat exactly your advisory time.
The skills shortage hits small brokers hardest and keeps worsening. Training is barely an option.
IDD and VVG documentation, growing regulation, a gap in the advice documentation is a liability issue.
Every hour spent on administrative minutiae is an hour less with your clients, exactly where your portfolio is retained.
Record the claim, report it to the insurer, handle queries, guide the client through the case, the moment your mandate proves itself.
Contract, coverage and change questions from your clients answered, prepared for your approval, across all insurers.
Exactly the minutiae that eats your time and stands between you and the next advisory meeting.
Advice, recommendation and the relationship with the client stay with you alone. We only take the minutiae off your hands.
Through your existing channels, phone, email, portal. Your client only notices you.
We pull the context from your management software and the portals and draft the report or reply.
Recommendation and decision: with you alone. Your core, untouched.
We report, follow up and keep the advice documentation, provable and on time.
Recommendation, decision and the relationship with the client lie with you alone. We do not touch that.
Every reply and every report goes through your approval. Nothing goes to a client or insurer without your yes.
Kept IDD and VVG compliant, audit- and liability-proof, the obligation met, without your time.
Processing happens in your environment, GDPR-compliant. Customer and commission stay yours.
You set nothing up and switch no system. Access is enough, we handle the connection to your broker management software and the insurer portals. You keep working as usual.
Your software administers, we get it done. The case is actually closed, not just neatly filed.
The mechanical edge disappears without you hiring a specialist the market doesn't offer anyway.
Unlike with a pool, you hand over neither customer nor commission nor advice. We take on only the minutiae.
Per case handled, claim, service request, contract change, the ongoing portfolio maintenance flat per contract. No per-workstation price, no base fee.
We handle the processing and prepare the replies, you advise and approve. A pilot, no system change, no migration for your team.
Discuss a pilot