Insurance broker operating system
Run your whole brokerage from one register.
BrokerageLoop takes the broker lifecycle — lead, quote, bind, policy, endorsement, renewal, claim, collection, commission, reconciliation and counterparty statements — and runs it in one bilingual system, with an append-only audit trail on every change.
- Built on Microsoft Azure, with separate deployments for the UAE, KSA and Qatar
- 11 role bundles, deny-by-default
- Arabic and English, RTL-first
- Built for brokerages across the GCC and the Levant
- AI assistant that answers from your own book, inside your permissions
Verifiable, not asserted
The UAE, Saudi Arabia and Qatar each run on their own deployment, to meet each market’s residency rules. For brokerages in the UAE, no data leaves the UAE.
The platform was designed and built by one, not assembled from templates.
Enforced below the application, so one brokerage’s book is never reachable from another’s.
Invoices and payments push to Odoo Accounting, checked against a live instance. As an Odoo partner, we also set up Odoo HR — employee records, leave, attendance and payroll — so it is one supplier, not two.
What is BrokerageLoop?
BrokerageLoop is insurance brokerage management software: an operating system for insurance brokers across the GCC and the Levant, focused on the UAE and Saudi Arabia, with Lebanon as its pilot market. It runs the whole broker lifecycle in one bilingual Arabic and English, right-to-left-first system — clients and leads, quotes, policies and endorsements, renewals, claims, collections, commissions, insurer-statement reconciliation, and statements of account for co-brokers, sub-brokers, insurers and clients — with an append-only audit trail on every change. It is built on Microsoft Azure.
Ask your book
An AI assistant that works inside your permissions.
Ask a question about your own book in plain language. Create a task, a lead or a contact. Every action is attributed, logged, and never above the rules that already govern your team.
Support assistant
An in-app assistant that answers questions about the product from an authored knowledge base, and cites where each answer came from.
Book assistant
Ask questions about your own book in plain language and get an answer from your data. It can create a task, a lead or a contact for you — using your own permissions.
External connector
Connect your brokerage to Claude or ChatGPT through a secure connector, so you can ask about your book from the assistant you already use.
Audit of AI
Every AI action is written to the same audit trail as a human action, marked as AI, and attributed to the person it acted for.
Voice assistant
Ask about your own book by speaking, from the mobile app, and get an answer from your data — the book assistant, by voice.
Every AI action is written to the same audit trail as a human action — marked as AI, attributed to the person it acted for.
Everything the book needs
Twenty-nine modules. One system of record.
Built module by module against how a Middle East brokerage actually runs — not a generic CRM with insurance fields bolted on.
The ten that carry the work
Clients
Clients, contacts and leads in one register, with the insurer panel and product catalogue behind them.
Policies
Quotes and policies as the single record of truth, with mid-term changes recorded as endorsements.
Renewals
What is expiring, what has been done about it, and follow-up tasks raised from the policy record.
Claims
A claims queue with a full lifecycle, reserves and payments, rather than an inbox.
Collections
A worklist with attempts, promises to pay, receipts and cheque handling.
Commissions
Four calculation methods, splits across producer, sub-broker and overrider, and clawback history.
Reconciliation
Upload the insurer's statement and see exceptions in minutes, with confidence-scored matching.
Counterparties
What is owed each way with any client, insurer, introducer, agent or co-broker — never netted.
Accounting
Push invoices and payments to Odoo, verified against a live instance — with Odoo Accounting set up and supported by us, so it is one supplier, not two.
AI assistantAI
Ask about your own book in plain language. Every AI action lands in the same audit trail as a human one.
Built to be trusted
Infrastructure and access control you can verify.
Every item on the security page is a property of how the platform is built — checkable by your own security team, not just our word for it.
Questions buyers ask
Frequently asked questions
What is BrokerageLoop?
An operating system for insurance brokerages. It runs the broker lifecycle — lead, quote, bind, policy, endorsement, renewal, claim, collection, commission, reconciliation and counterparty statements — in one bilingual, audited system, on the web and on mobile.
Who is BrokerageLoop for?
Insurance brokerages in the Middle East that today run their book across spreadsheets, insurers’ portals or older software, and want one register for the whole lifecycle — including brokerages where co-broker and sub-broker business is a large share of the book.
Which markets does BrokerageLoop serve?
BrokerageLoop serves brokerages across the GCC, the Levant and Iraq: the UAE, Saudi Arabia, Qatar, Kuwait, Bahrain, Oman, Jordan, Iraq and Lebanon. The UAE and Saudi Arabia are the focus markets; Lebanon is the pilot. Lebanese and Emirati regulatory behaviour is modelled as configuration, so the same product enforces different rules in different markets; in other countries, the local broker rules are configured at onboarding.
Where is BrokerageLoop hosted?
BrokerageLoop is built on Microsoft Azure. UAE brokerages are hosted in Azure UAE North, Saudi brokerages in their own region, and Qatari brokerages in Azure’s Qatar region. A brokerage with its own data-residency requirements can host the underlying database itself. Where records are held is set out in the privacy policy.
How do I get a demo?
Request one on the demo page. Tell us about your brokerage and we will arrange a walkthrough with our team, in English or Arabic.
About
Built in the Middle East, for the Middle East.
BrokerageLoop runs the full broker lifecycle for insurance brokerages across the GCC and the Levant — in one bilingual, audited system.
Ready to run your book from one register?
Book a walkthrough with our team, in English or Arabic.