Insurance Brokers & Agencies
The book-of-business system
every Lebanese brokerage deserves.
Manage clients, policies, renewals, quotes, claims, and commission from one dashboard — built for Lebanese brokerages placing business across local and regional carriers, with premiums tracked in USD or LBP.
What's included
Everything runs from one dashboard.
Client & Policy Records
Every client with every policy they hold — carrier, coverage, premium, and documents — in one record instead of a folder per carrier portal.
Renewal Pipeline & Alerts
Renewals surface weeks ahead with the work queued, so a policy never lapses because nobody was watching the date.
Quote Comparison & Proposals
Compare carrier quotes side by side and send a proposal a client can actually read, rather than three PDFs and an explaining phone call.
Claims Tracking
Track a claim from first notice through settlement, so any producer can answer "where is my claim" without calling the carrier first.
Commission & Producer Splits
Commission per policy, per producer, with split rules applied automatically — not a monthly spreadsheet reconciliation against carrier statements.
Client Communication & Documents
Policy documents, certificates, and correspondence in one thread per client, with a full record of what was sent and when.
Coming soon
An interactive demo, in progress.
We're building a live walkthrough you can click through yourself. Until it's ready, book a call and we'll walk you through it directly.
Why custom
Not a template. Built for you.
Built for your workflows
Your platform is built specifically around how your brokerage runs, not for a generic "business" category.
Evolves with your business
We keep improving the platform after launch — new features and refinements ship as your business grows, not a one-and-done build.
Integrates with your tools
We connect to what you already use — payment processors, SMS and messaging services, and the rest of your stack.
Your data stays yours
Full export and backup of your data, any time — it never sits locked inside our system.
Implementation
We partner on the build.
This isn't a buy-it-and-figure-it-out SaaS. We're partnering on the implementation, start to finish.
Discovery
We learn your workflows, pain points, and the tools you already rely on.
Build
2–8 weeks depending on complexity. You’re involved throughout, not just handed a finished product at the end.
Launch
Training, data migration, and go-live support so day one doesn’t feel like a leap.
Optimize
Post-launch, we gather feedback and keep iterating — this isn’t a one-and-done build.
Early brokerage stories — coming soon.
We'd rather wait and show you a real result than dress up a placeholder quote. Check back once our first partners are live.
FAQ
Questions, answered.
- Can the platform track premiums in USD and LBP across local and regional carriers?
- Yes — premiums, commissions, and reporting can run in USD, LBP, or both side by side, and a client's policies from different local or regional carriers all sit in the same record rather than one folder per carrier portal.
- Can it track every policy a client holds across different carriers?
- Yes — a client record holds every policy they have with you regardless of carrier, so answering a coverage question doesn't mean logging into three carrier portals to reconstruct the picture.
- Does the platform warn us before a policy is up for renewal?
- Yes — renewals surface weeks ahead on their own with the follow-up work queued, which is the single change that stops a policy lapsing because a date slipped past everyone.
- Can it calculate commission and producer splits automatically?
- Yes — commission is tracked per policy with your split rules applied automatically, rather than a monthly spreadsheet someone reconciles against carrier statements by hand.
- Can we compare quotes from multiple carriers and send a proposal?
- Yes — carrier quotes sit side by side for comparison, and a branded proposal goes out from the same screen instead of three PDFs and a phone call to explain them.
- What happens to our existing client and policy data if we switch systems?
- We migrate your existing client records, active policies, and renewal dates during setup — your book comes with you rather than being rebuilt policy by policy.
Also need
A platform is one piece. Here's the rest.
Let's build
Ready to run on your platform?
Tell us how your business runs. We'll come back with what it looks like custom-built, not a demo of someone else's product.