Professional Client Management for Insurance Brokers

Transform scattered communications into organized client profiles. Built for compliance, security, and the way brokers actually work.

SOC 2 Certified
FINMA Compliant
Swiss Banking Security
Start Free Trial14-Day Trial
4.2hrs
Daily Time Saved
500+
Active Brokers
99.9%
Uptime SLA
Brokerly Dashboard
MP
Maria Papadopoulos
BMW M3 • Policy AUT-2024-001
Policy Change
JS
John Smith
Quote Request • €2,400 Premium
Follow-up Due
AI Suggestion
Request driving record for BMW policy update

Stop Losing Revenue to Poor Organization

See the difference between scattered communications and professional client management

❌Manual Process
  • Client messages lost in email/WhatsApp chaos
  • 45+ minutes to complete policy applications
  • Follow-ups forgotten, renewals missed
  • No audit trail for compliance reviews
  • Revenue lost to poor client experience
✓With Brokerly
  • All communications organized by client automatically
  • Policy forms completed in under 5 minutes
  • Automated follow-up reminders and renewals
  • Complete audit trails for FINMA compliance
  • Professional client experience drives referrals

Built for Insurance Professionals

Every feature designed to solve real broker workflow challenges

📧

Communication Integration

Automatically capture and organize all client communications from email and WhatsApp into unified client timelines.

Result: Zero missed messages, complete interaction history for each client.
🤖

Document Intelligence

Extract policy details, client data, and key information from any document format - PDFs, photos, scanned forms.

Result: Driver's license photo becomes complete client profile in seconds.
📋

Portal Auto-Fill

Pre-fill insurer applications and PDF forms with stored client data. Compatible with major Swiss insurers.

Result: Complete Zurich Insurance application in under 5 minutes.
⚡

Smart Workflow

AI analyzes conversations and suggests personalized follow-ups based on missing information or opportunities.

Result: Never miss cross-sell opportunities or renewal deadlines.
📊

Business Analytics

Track response times, conversion rates, and revenue per client with insurance-specific metrics and reporting.

Result: Identify top-performing policies and optimize your portfolio.
🔒

Enterprise Security

Full audit trails, FINMA compliance, and bank-level encryption. Complete regulatory compliance documentation.

Result: Pass any compliance audit with complete interaction records.

Trusted by Swiss Insurance Professionals

"Brokerly transformed our client onboarding from 2 days to 2 hours. The automatic document extraction alone saves us 15+ hours weekly."
SC
Sarah Chen
Senior Insurance Broker
Zurich Financial Services
"Finally, software that understands insurance workflows. The compliance features alone are worth the investment for audit protection."
MT
Michael Torres
Independent Broker
Torres Insurance AG
"Our cross-sell rate increased 40% in three months. Brokerly's AI suggestions identify opportunities we would have missed."
JW
Jennifer Walsh
Commercial Lines Manager
Basel Insurance Group

Professional Pricing for Insurance Brokers

Transparent pricing with no setup fees. SOC 2 compliance and Swiss data residency included.

Features
Professional
CHF 149
per month
Enterprise
CHF 399
per month
Custom
Contact
for pricing
Client Management
Up to 500
Unlimited
Unlimited
Communication Integration
✓
✓
✓
Document AI Extraction
✓
✓
✓
Insurer Portal Auto-Fill
Basic
Advanced
Advanced
Analytics & Reporting
Basic
Advanced
Custom
API Access
—
✓
✓
Support Level
Email
Priority
Dedicated
FINMA Compliance
✓
✓
✓

Ready to Transform Your Brokerage?

Join 500+ Swiss insurance brokers who save 4+ hours daily with professional client management. 14-day trial with full features.

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✓ No setup fees✓ Swiss data residency✓ Cancel anytime✓ SOC 2 compliant