Industry

ERP for Insurance Brokerage

Built to manage the key operations of an insurance broker: issuing cover notes and policies, handling customer profiles, defining agent commissions and digitising documents.

The challenge

What insurance brokerage businesses tell us

Growth brings more sites, more people and more transactions. Without one system, the numbers arrive late and decisions are made on guesswork.

01Renewals missed
02Commission calculations done by hand
03Client documents scattered
Success story

Insurance Brokerage on eVitalyst

Insurance Brokerage · UAE

Policy management and customer relationships

“The amount of flexibility the team offers is great. The staff is technically sound and well qualified to come up with new-age solutions through innovative thinking. A reliable partner with a high sense of urgency in getting things done the right way and within the timeframe.”Vinil Garnar, Leading insurance broker, UAE
Challenge

An insurance broker needed policies, customers and commissions managed in one place.

Solution

Policy management and customer relationship management on eVitalyst, shaped around the way the broker works.

Result

A flexible, technically strong team and a reliable partner that gets things done the right way and on time.

All success stories

eVitalyst AI

Ask AI about your insurance brokerage data

Your insurance brokerage data data is already in eVitalyst. Ask questions in plain language, build dashboards without a developer and get insights while you enter data.

eVitalyst for Insurance Brokerage

See the recommended modules working with your own processes.