ERP Software for Insurance Brokerage
Manage clients, policies, renewals and commissions for brokers. ApnaERP brings every department of your insurance brokerage business onto one cloud-powered platform with real-time visibility.
Key functional modules for Insurance Brokerage
Purpose-built features that handle the workflows unique to insurance brokerage operations, on top of a complete ERP core.
Client and policy records
Policies by client.
Renewal reminders
Upcoming renewals.
Claims assistance
Claims and status.
Commission tracking
Commissions by insurer.
Quotation comparison
Quotes from insurers.
Need something specific?
Every insurance brokerage business is different. We configure forms, approvals and reports to match yours.
Discuss your processProblems ApnaERP solves in professional services & IT
Businesses like yours usually come to us when spreadsheets and disconnected software start slowing growth.
- Billable hours are logged late or not at all
- Project budgets overrun without early warning
- Invoices are raised late, slowing cash flow
- Resource allocation is managed on spreadsheets
KPIs you can track for Insurance Brokerage
Professional Services & IT capabilities included
Everything else your business needs, already included
Your insurance brokerage modules sit on a full ERP foundation, so accounts, stock, purchase, sales and people are always in sync.
Go live with confidence
A structured implementation designed around your insurance brokerage team, not a one-size-fits-all rollout.
Requirement study
We map your processes, documents and reports with your team.
Configuration
Masters, workflows, approvals and formats set up for your business.
Data migration
Opening balances, items, customers and vendors imported and verified.
Training & go-live
Hands-on training for every department and go-live support.
Questions about ApnaERP for Insurance Brokerage
Get a free demo
See ApnaERP configured for insurance brokerage. Our expert will call you back.