The insurance broker platform, end to end.
Every stage of the broker lifecycle and all twenty-nine modules — on web and mobile, in Arabic and English.
The broker lifecycle
Every stage of the book, in one register.
Clients, contacts, leads, insurer panel, product catalogue, quotes and policies in one system — the full lifecycle from first contact to closed claim, without switching tools.
New business
- Lead First contact, qualified and tracked.
- Quote Rated across the insurer panel.
- Bind Cover confirmed, policy created.
In force
- Policy The single record of truth.
- Endorsement Mid-term changes, including term extensions.
- Renewal What's expiring, and what's been done.
- Claim A full lifecycle, reserves and payments.
Money
- Collection Attempts, promises to pay, receipts.
- Commission Four methods, splits, clawbacks.
- Reconciliation Insurer statements, exceptions in minutes.
- Counterparty statement What's owed, each way, on demand.
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.
See all 29 modules
Core register & lifecycle
One register
Clients, contacts, leads, insurer panel, product catalogue, quotes and policies in one system.
Renewals
A renewal pipeline that shows what is expiring and what has been done about it, with follow-up tasks raised from the policy record.
Endorsements
Mid-term changes recorded as endorsements against the policy, including term extensions.
Claims
A claims queue with a full lifecycle, reserves and payments, rather than an inbox.
Documents
Documents attached to the record, with every view and download logged.
Documents you can generate
Policy schedule, endorsement note, commission note, instalment schedule and invoice — in English and Arabic, plus templated insurer emails.
Group policies
Member lists for group medical and group life policies, with member suspensions handled on the record.
Money, reconciliation & collections
Commissions
Commission register with four calculation methods, splits across producer, sub-broker and overrider, and clawback history.
Reversals
A correction never overwrites history. It creates a compensating entry that points at what it reverses.
Reconciliation
Upload the insurer's statement and see exceptions in minutes, with confidence-scored automated matching.
Bank reconciliation
Bank statements ingested and reconciled against recorded money movements.
Counterparty statements
A statement of account for any counterparty — client, insurer, introducer, agent or co-broker — on demand, showing what is owed each way, never netted.
Collections
A collections worklist with attempts, promises to pay, receipts and cheque handling.
Multi-currency
Each brokerage declares which currencies its book may use. Totals never silently mix currencies.
Payments & instalments
Instalment schedules on a policy, payment recording against each instalment, and instalment-due notifications.
Settlement
Insurer due statements and remittances, commission receivable, and counterparty settlement and participation.
Governance, audit & access
Compliance
Complaints register with acknowledgment SLAs, demands-and-needs assessments with a suitability statement, and a jurisdiction profile that turns these on per country.
Audit
An append-only audit trail on every change, with actor, timestamp and before-and-after state.
Tenant isolation
Each brokerage's data is isolated at the database level, not by application code alone.
Roles
Eleven role bundles, deny-by-default permissions, and separation of duties on money actions.
Bilingual
Arabic and English throughout, right-to-left first.
Bring your own database
Host the underlying data store yourself instead of BrokerageLoop's shared multi-tenant database, when your data residency requirements call for it.
Analytics & operations
Analytics
Portfolio, production, collection, turnover and claims analytics, with drill-through to the underlying records.
Year-end pack
A year-end pack for your accountant: seven registers as files they can work from.
Accounting integration
Push invoices and payments to Odoo, verified against a live instance. Run BrokerageLoop on its own, with Odoo Accounting, or with Odoo Accounting and Odoo HR — all set up and supported by us.
Dashboards
The book in one screen, scoped to what each person is allowed to see.
Registers
Filterable, exportable registers for clients, policies, payments, commissions, claims, endorsements, instalments, field receipts and document deliveries, with saved views.
Tasks & inbox
Tasks attached to any record, assigned to a person, with an in-app inbox that surfaces what has landed on you.
Notifications
Notification templates in Arabic and English, with recipient resolution and scheduling. Your team gets them in-app and by email — expiries, instalments due, claim updates, task and complaint assignment — and clients get theirs by email: expiry reminders, new policies, policies at risk, renewals and claim status.
The shape of it
What you are actually getting.
Every one of them built for a brokerage, not adapted from a generic CRM.
Deny-by-default, with separation of duties enforced on money actions.
Splits across producer, sub-broker and overrider, with clawback history.
Client, insurer, introducer, agent and co-broker — each with a statement.
Arabic and English, both first-class rather than one translated into the other.
Each market runs on its own deployment, so a brokerage’s records stay in the market they belong to.
See it in your language
One platform. Web and mobile. Arabic and English.
The dashboard, the policy record, the renewal pipeline — in the language and direction your team works in.
Web platform
Mobile app
Owner console
KPIs, a needs-attention list, insights, inbox, tasks, complaints, policies and claims — from your phone.
Field collection
QR-coded receipts, cheque capture by photo and, where the brokerage collects it, cash — with custody tracked. The phone never mints or settles money.
Voice assistant
Ask about your book by speaking, and get an answer from your data.
Ready to run your book from one register?
Book a walkthrough with our team, in English or Arabic.