Insurance boftware for brokers: how to boost performance

If you are an insurance broker, you experience it every day: more clients, more contracts, and increasing regulatory requirements, but the same amount of available time. Software is no longer just a convenience tool. Today, it is a direct commercial lever to develop your business, gain efficiency, and increase your turnover.

Why industry-specific software has become the pivot of insurance performance

The insurance brokerage market is facing increasingly intense competition. Your ability to move fast, track leads effectively, convert more efficiently, and retain your customer base makes all the difference. Management software tailored to your profession allows you precisely that: transforming your internal organization into a growth engine.

Who is broker software for?

Designed for experts in the P&C (Property & Casualty) market, this management software supports:

• Brokers
• Wholesale Brokers

Whether you work alone or with several collaborators, the goal remains the same: to sell more and sell better, without increasing your workload. Yet, too many brokers waste hours juggling outdated Excel files and manual follow-ups, letting sales opportunities evaporate simply due to a lack of reminders.

Effective software replaces this chaos with an automatic structure: every prospect is followed up on time without you having to think about it, transforming your mental load into premium volume. It allows you to structure your activity, industrialize your processes, and reach a new commercial milestone.

A good broker software: a business stake above all

A software for a broker is a platform that centralizes everything that creates your commercial value:

• Insurance policy management
• Sales opportunity tracking
• Client and prospect management
• Compliance (AML-CFT)
• Electronic signatures
• Commercial interactions
• Commission management
• And more.

Its role is not merely to provide administrative help. It is there to help you transform every contact into an opportunity, and every opportunity into a collected premium.

From a simple tool to a true portfolio management platform

Modern software for brokers is no longer limited to a simple CRM or administrative tool. It must be understood as a true portfolio management platform—a core management system that covers the entire lifecycle of an insurance policy.

High-performance software must integrate the entire life of the contract. From underwriting to claims management, including endorsements, renewals, billing, and commissions, a next-generation software centralizes all business operations into a single tool.

The goal is clear: replace a multitude of heterogeneous tools and manual manipulations with a single platform designed for the brokerage business. The more comprehensive the tool, the more it allows you to save time and increase productivity so you can focus on your core business.

Centralizing your data to sell more

Insurance broker management software allows you to centralize all your data: clients, contracts, documents, and interaction history.

Today, a broker's information is often fragmented: an Excel file for commissions, emails in Outlook, and PDF documents on a local server. This fragmentation is a major commercial bottleneck and an often-undervalued risk: a bank detail lost in an email or a due date noted on a post-it generates costly errors.

Centralizing your data in a portfolio management platform means accessing a client’s full file in three clicks and activating three immediate growth levers:

1. A better customer experience
2. Productivity gains
3. Cross-selling and upselling opportunities

Automate to free up commercial time

Your time is valuable. Software automates low-value tasks: reminders, deadlines, renewals, and document generation. This recovered time allows insurance brokers to focus on what actually generates revenue: sales, advice, and relationship building.

This automation isn't just for commercial tasks. A software like Korint also digitizes business actions that were historically manual:

• Repetitive data entry between multiple tools
• Untracked email exchanges
• Manual tracking of contract statuses
• Scattered management of documents and contractual pieces

By centralizing these actions, brokers can reduce errors, secure operations, and accelerate sales and management cycles.

Contract and portfolio management: a Stake in premiums

Contract management is a fundamental commercial stake for insurance brokers. Management software allows you to clearly visualize your portfolio, upcoming renewals, cancellation risks, and upselling opportunities. Concretely, a well-monitored portfolio means fewer losses at expiry and more premiums retained each year.

Management doesn't stop at the signature. A software that functions like Korint allows you to pilot the entire life of the contract:

• Tracking endorsements (riders)
• Managing contractual modifications
• Automated renewals
• A clear view of client history

This global vision not only helps secure your premiums but also identifies opportunities for re-equipping and developing the portfolio more easily.

Choosing the best software to support your growth

Data security and client trust: compliance as a prerequisite

Data protection is a key factor in the client relationship for insurance brokers. Software hosted in certified environments strengthens your credibility with clients and partner insurers.

AML-CFT compliance: securing growth without slowing it down

Compliance should not hinder your development. On the contrary, it should allow you to perform better. Too often, AML-CFT (Anti-Money Laundering/Combating the Financing of Terrorism) regulations are seen as a bottleneck that slows down contract signing. Integrated directly into your software, it becomes an asset: AML-CFT checks, traceability, and logging become native, invisible processes. You secure your business without adding a single minute of manual work.

An intuitive interface to accelerate commercial performance

In insurance, a simple and intuitive interface guarantees quick adoption by you and your teams. Less training, fewer errors, and more commercial efficiency from the very first weeks.

Telephony and e-signatures: streamlining sales cycles

Signing faster means getting paid sooner. The integration of telephony and electronic signatures streamlines the entire sales journey:

• Tracked calls
• Documents signed faster
• Shortened sales cycles

Reporting and commissions: steering your profitability

Insurance broker software allows you to precisely track your commissions, net turnover, and business performance. You make decisions based on reliable information, not intuition.

Extranets and optimized distribution

Extranets facilitate exchanges with insurers and partners. Better operational fluidity translates directly into better distribution capacity.

Leads, sales, and commercial strategy

In insurance, good software can include a CRM module to help structure your commercial strategy. You lead your brokerage business like a true CEO.A well-designed CRM for the brokerage profession allows for:

• Better prospect tracking
• Systematic follow-ups
• Higher quality client relationships
• A mechanical increase in conversion rates

Korint: The turnkey solution that changes the game

Korint is not just software. It is a platform designed to support the commercial growth of P&C insurance brokers.

A performance lever for insurance brokers

Using rigid, outdated software is like trying to win a race with an obsolete engine: your teams get exhausted and your clients leave. Our cutting-edge SaaS architecture offers an interface so intuitive that it drastically reduces training time, allowing you to gain agility and offer the fluid experience today’s clients expect.

A portfolio management tool built for P&C brokerage

Korint covers the entire insurance journey:

• Underwriting and pricing
• Contract lifecycle management
• Claims tracking
• Billing and commissions
• Compliance and traceability

By unifying all business blocks into a single platform, Korint replaces the logic of "stacking tools" with an industrial and structured approach to brokerage.

Korint as a productivity and automation tool

With Korint, brokers gain efficiency across the entire value chain. Every minute saved is transformed into an additional commercial opportunity. At Korint, AI is integrated at the heart of the platform to industrialize insurance business actions that are still performed manually.

Data-Driven management

Korint helps you take control of your business through data. 100% of events are recorded in our solution, providing:

• A clear portfolio view
• Precise contract tracking
• Compliance oversight
• Structured commercial processes

Security and trust

Security is our priority. We are among the few software providers to be ISO 27001 and SOC 2 Type II certified. This allows you to increase client loyalty and secure the growth of your premiums through a secure, structured, and personalized relationship. More about this topic here.

Conclusion for ambitious insurance brokers

If you want to grow your insurance turnover, gain efficiency, and secure your growth, investing in business-oriented software is no longer an option. With Korint, you choose a portfolio management tool designed for insurance brokerage, built to help you sell more, better, and sustainably. More about this topic here.