Insurance brokerage management
The brokerage, from lead to claim, in one place
Built for IRDAI-regulated brokers in India
BrokerFlow gives insurance brokers detailed insights and pipeline automation. Leads, quotes, policies, renewals, claims and commissions run through one platform, with portals for the broker, sub-partners and customers.
Fig. 1 Insights and pipeline automation for insurance brokers.
3
Portals
15
Modules
IRDAI
Returns built in
Every policy followed from lead to renewalPipeline
Policies
Commission
Renewals
on one platform.Three portals, one source of truth.
Pipeline
Policies
Commission
Renewals
Pipeline
Capture leads, move them into deals and raise quote requests to insurers.Compare products side by side before you place the cover.
Fig. 1 BrokerFlow: Pipeline
Modules in BrokerFlow
Every module below shares one database and one set of permissions, so the numbers always agree.
01
Pipeline
Leads, deals and quote requests in one flow
02
Customers
Every client with their own self-service portal
03
Policies
The full lifecycle from lead to claim
04
Commission
Computed per policy, reconciled against insurer statements
05
Renewals and claims
Renewals due and claims in progress, never missed
06
Service requests
Endorsements and queries tracked to closure
07
Sub-partners
Your agent network, each with their own portal
08
Reports and IRDAI returns
Regulatory returns as the exact Excel the portal expects
Pipeline
Every policy, followed from first call to renewal
Leads become quote requests, quotes become policies, policies come up for renewal and claims are handled in the same record. Real-time dashboards show where each deal stands.
Commission
Computed per policy, reconciled per statement
BrokerFlow calculates commission automatically on every policy and reconciles it against uploaded insurer statements. Ledger, invoices and reconciliation live in one module.
Compliance
Regulator returns in the exact format expected
IRDAI and BAPS-format quarterly and annual returns export as the exact Excel the regulator portal expects: per insurer and line of business, top-10 clients, brokerage income. Indian number formatting and the April to March financial year come built in.
How it works
01
Import your book
Load customers, leads, deals and policies from Excel or CSV templates.
02
Run the pipeline
Work leads through quotes, policies, renewals and claims on real-time dashboards.
03
Reconcile and report
Match commission to insurer statements and export IRDAI returns when they are due.
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