Insurance software
Insurance software for a broker or agent manages customers and their policies, reminds you when a policy expires and when the next instalment is due, stores documents, and calculates commissions by insurer and employee. Insurers' systems remain theirs; the broker's system is where all customers and policies from all insurers are kept. A custom system costs 3 000-29 300 € (based on 98 of our quotes as of 14 August 2026).
Ивелин КириловChief Technology Officer (CTO)
Владислав БарковManaging DirectorWhat it includes
- Clients
The customer, with all policies, conversations, documents, and family members or company contacts.
- Policies
Type, insurer, term, premium, instalments and document.
- Renewals and instalments
Reminders for the customer and employee before expiry and before each instalment.
- Requirements and needs
The analysis completed before the policy is taken out, recorded and signed with the policy.
- Commissions
The commission by policy, insurer and employee, reconciled against the insurer's report.
- Documents
Policies and claims in an archive with natural-language search.
How the process works
- 1The client comes in for a quote, the employee records their requirements and needs, and compares insurers.
- 2The concluded policy is added to the client's record together with the document, instalments and commission.
- 3Before each instalment and before expiry, the client receives a reminder, while the broker sees which policies are being renewed this month.
Solution
All-purpose ERP
Contacts, projects, tasks, invoices, calendar and reports in one system.
Price
€3,000-€29,300
most often around €8,600
Based on 98 of our quotes as of 14 August 2026
In brief: the broker's system
Every insurer has its own system for issuing its policies. A broker or agent works with several insurers and needs one place for all their clients and policies: when they expire, when instalments are due, and how much the commission is. That is what we build to order.
If you work with one insurer and have only a few policies, its system and a calendar are enough. A custom system makes sense when there are hundreds of policies from several insurers, and renewals and instalments are being missed.
What the law requires
The system stores these details with every policy:
- The broker and agent are registered in the Financial Supervision Commission register under the Insurance Code, and the number is shown in the documents.
- Before the contract is concluded, the client's requirements and needs are established and the client is given the information required under the Insurance Code (Directive (EU) 2016/97); the system stores this document with the policy.
- Clients' personal and health data under GDPR: role-based access and retention periods.
- Renewal and instalment reminders by email or SMS are contract notifications, not advertising; advertising messages require consent.
What we have built so far
We do not have an insurance broker using a system we have launched. The closest examples are Saitami ERP, where we manage clients, contracts, invoices and tasks for the next most important step, and Account-X, where accounting firms track each client's deadlines. We show clients and tasks in the business system demo, and documents in DokuHub.
Timeline and price
A system for a broker with clients, policies, reminders, commissions and documents costs 3 000-29 300 €, based on our quotes, with no per-user fee. Support costs 100-350 € per month and is optional.
What we have not done so far
We have not connected a system to insurers' systems or to the Guarantee Fund for checking third-party liability coverage. If an insurer provides you with a file or connection for policies and commissions, we check it before giving you a price.
Projects in the industry
Saitami ERP: the system we use to manage our sales, with calls, emails, quotes and invoices in one place
Software company
Our own ERP and CRM system: a priority-ranked task queue, browser-based calls with recording and transcription, emails prepared by AI according to our rules, quotes and invoices that clients can open and accept online, and recorded meetings with summaries. We build the same system to order for companies with sales and customer service teams.
Account-X: ERP for accounting firms
Accounting
Accounting ERP for firms: clients and contracts, document management with AI recognition, bank reconciliation, payroll, VAT, year-end closing, NRA deadlines and a client portal.
What you gain
Renewals are never missed
Reminders for the customer and employee.
All insurers in one place
One database for customers and policies.
Commissions are reconciled
By policy, insurer and employee.
How we get started
- 01
You describe the project
A few sentences about what you need are enough.
- 02
We come back with questions and a price
We ask 2-3 specific questions and tell you the price range.
- 03
We build a demo
For a website, store or software system, we build a demo made for you.
- 04
We send a proposal
A written proposal with the exact price. We meet only to discuss the solution.
Frequently asked questions
Insurance software: €3,000-€29,300, typically around €8,600. The exact price is included in the written proposal.
It depends on the scope, which we set out in the proposal. For comparison, here are examples from our portfolio: Pelikan DTM: since April 2026, continuously developed, Elite Call Center: 6 months, LiftexPro: 8 months.
Yours. We hand over the source code and data to you.
If you wish, we can maintain the project for €100-€350 per month. We specify what maintenance includes in the quote.
Integrations we have already built: email and SMS reminders, and importing policies from Excel. We check other integrations and include them in the quote.
We have not built such an integration so far. If the insurer provides a file or API for policies and commissions, we check it and include it in the quote.
A system with customers, policies, reminders, commissions and documents costs 3 000-29 300 €, according to our quotes, with no per-user fee.
Yes, for both the customer and the employee, before each instalment and before the policy expires.
Yes, attached to the policy and signed, as required by the Insurance Code.
Yes, from Excel or a file from the current program; we specify exactly what can be imported in the quote.
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Document management software
Document management software for a company or organisation: incoming and outgoing numbers, email import, sequential approvals, signing with KEP, AI invoice recognition, natural-language search and an archive with retention periods. How much off-the-shelf solutions cost and when a custom system makes sense.
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