Complete ERP Software for Insurance Brokers
Business Insurance Management & Analytics
A complete browser-based ERP solution designed specifically for insurance brokers. Unify customer onboarding, policy lifecycle, financial accounting, team collaboration, and commission management in one customisable platform.
Why Insurance Brokers Need Specialized ERP Software
Most insurance brokerages still rely on a mix of spreadsheets, email, and disconnected tools for quotations, policy tracking, and commission calculations. This creates errors, delays, and lack of visibility as the business grows.
Unified System of Record
Single platform replacing spreadsheets, email, and disconnected tools for full brokerage visibility.
Automated Commission Accuracy
Product-wise commission structures with first-year, renewal, and override calculations built-in.
Regulatory & Audit Ready
Integrated financial accounting with vouchers, ledgers, BS, P&L and broker-specific reports.
Why Insurance Brokers Choose This Platform
Unifying the complete broker workflow — from lead to ledger — in one browser-based, fully customisable platform.
Complete Broker Operations in One Platform
This platform unifies every workflow an insurance broker needs — from first lead to final accounts — in a single browser-based application. No more disconnected tools, spreadsheets, or manual handovers.
- Customer onboarding with RFQ to policy issuance flow
- Policy lifecycle: endorsements, renewals, commissions
- Integrated financial accounting (vouchers, ledgers, BS/P&L)
- Team collaboration with mobile access for field staff
Built for Insurance Brokers
Every module is designed around broker workflows — not generic ERP templates. Commission structures, insurer-specific documents, treaty management, and regulatory reporting are first-class concepts.
Core Modules
Each module addresses a critical broker workflow — together forming a complete operating system for your brokerage.
Customer Onboarding
End-to-end lead creation, RFQ management, insurance slips, multi-insurer quotations, policy placement, and issuance.
Policy Management
Manage endorsements, product-wise commissions, customer records, automated renewal reminders, and policy renewals.
Financial Accounting
Fully integrated accounting with vouchers, ledgers, balance sheets, international standards, and broker-tuned reports.
Team & Commission Management
CRM with leads, salesperson management, commission tracking, and mobile app for field teams.
Document Management
Insurer-wise and product-wise document organisation with full DMS capabilities.
MIS & Reporting
Quarterly reports by insurer/client, quotation reports, policy reports, and financial statements.
Extended Capabilities for Brokerage Growth
Beyond core operations — tools that drive revenue, efficiency, and compliance for modern insurance brokers.
General Insurance Features
CRM with Leads Management
Complete pipeline tracking from prospect to policyholder with automated follow-ups and conversion analytics.
Team / Salesperson Management
Assign territories, track performance, calculate commissions, and manage field force with mobile access.
Document Management System (DMS)
Insurer-wise and product-wise document organisation with version control, expiry tracking, and quick retrieval.
Premium Calculators & Illustrations
Built-in premium calculators for motor, health, property, and life products with comparison illustrations.
Claims Tracking
Register claims, track status across insurers, manage documents, and generate ageing reports for clients.
Reinsurer & Treaty Management
Manage facultative and treaty reinsurance arrangements with automated cession calculations and reporting.
Life Insurance Module
Life Quotations & Illustrations
Generate regulator-compliant benefit illustrations with multiple scenario modeling for term, endowment, ULIP, and whole life products.
Quotation Invoice Management
Track quotation invoices, payment status, and conversion to policy with automated reminders.
Individual Life Policy Administration
End-to-end policy lifecycle: proposal, underwriting, issuance, premium collection, and servicing.
Policy Register
Centralised policy register with search, filter, and export capabilities for audit and compliance.
Plan & Commission Configuration
Configure product plans, rider options, commission scales (first year, renewal, override), and bonus structures.
Who Is This ERP For?
Purpose-built for every type of insurance brokerage operation.
Insurance Brokers and Brokerage Firms
Corporate Insurance Brokers
Multi-location Broker Networks
Brokers handling both General and Life Insurance
Brokerages looking to replace spreadsheets and fragmented tools
Key Benefits
Single System of Record
Entire brokerage workflow in one platform
Accurate Commissions
Transparent, automated commission calculation
Faster Conversion
Quotation-to-policy in record time
Financial Visibility
Complete ledgers, BS, P&L out of the box
Mobile Field Access
Field teams stay connected on the go
Reduced Errors
Eliminate manual work and spreadsheet mistakes
Audit Ready
Built for regulatory reporting and audits
Data-Driven Decisions
MIS reporting by insurer, client, and team
Platform Highlights
Platform at a Glance
Built for brokers who demand accuracy, speed, and complete operational visibility.
Trusted by Brokers
Upgrade to BIMA Platform
Experience the stability of decades of enterprise heritage combined with the precision of cutting-edge broker workflow logic.
Request a DemoReady to Unify Your Brokerage Operations?
Looking for reliable ERP Software for Insurance Brokers that covers the full workflow from lead to ledger? Contact ZAAX Consulting to schedule a demonstration of our broker management platform.
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