Broker Web Portal — a pre‑built digital portal designed specifically for insurance brokers. It is a fully functional solution allowing brokers to manage policies, claims, and customer relationships in one place.
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Unlike custom solutions that take months to develop, the Broker Web Portal developed by DICEUS allows faster deployment and full customization. It is equipped with industry‑specific features, including policy administration, customer data management, and claim monitoring.
The portal supports role‑based access, can be configured according to various workflows, and can be integrated with insurance core systems, CRMs, and data sources.
Our ready‑made Broker Web Portal addresses the following challenges faced by brokers:
Many brokers still rely on paper‑based processes, spreadsheets, and emails to manage policies, claims, and customer information. They often spend time re‑entering data or exploring additional information from customers or insurers, which causes time delays in quoting, binding, claim management, and other related processes. With our portal, your workflows will be centralized and automated — you can manage everything in one place, faster and with fewer errors.
Due to outdated software and manual processes, customers often face limited transparency, delays, and slow responses to their requests. Our Broker Web Portal offers customers 24/7 access to their information, provides easy contact methods with the broker, and offers continuous status updates on quotes, policies, claims, and other relevant details.
Competing with modern insurtech companies that offer customers a range of self‑service functions is daunting. With the DICEUS Broker Web Portal, brokers gain an innovative digital solution that helps them attract new customers and retain existing ones.
Brokers frequently encounter issues with outdated or duplicate customer data scattered across various sources, which can result in errors, suboptimal decision‑making, and compliance problems. Our portal centralizes all data in one place, ensuring consistency, accuracy, and easy access to any data.
Quoting
Create insurance quotes quickly and send them to customers online. No manual form‑filling is required, as the system automatically pulls data. It also calculates premiums and generates a ready‑to‑share quote.
Policy management
Prepare insurance policies to send them to customers in a centralized hub. You will always have up‑to‑date information at hand as the system stores a complete history of endorsements, key dates, and history.
Invoicing
Create invoices automatically in just a few clicks. You receive a ready‑to‑share invoice that you can send to a customer instantly. It is also easy to monitor payment statuses, set up reminders for renewals, and store all financial information in one place.
Claims management
Register, monitor, and update claims in real time. The system provides brokers with all relevant information: required documents, claim status, and next steps. You don't need to ask customers for additional information in emails or phone calls. Integrated with a customer web portal, the broker portal ensures that you get complete information about the claim seamlessly.
Customer management
Gain a comprehensive view of all customer data, including policies, claims, contacts, and communication history. A user‑friendly dashboard will help you better understand customer needs, respond to customer requests faster, and establish long‑term relationships without needing to use multiple software tools simultaneously.
Reporting and analytics
Gain clear insights into policies, sales, claims, and customer activity with the portal's intuitive dashboards. Track portfolio performance, spot trends, and make data‑driven decisions.
End‑to‑end broker workflow, from client onboarding to support, can be completely automated. For each process, the portal offers a certain number of valuable features for automation. For example, when quoting, brokers can use quote templates and auto‑filling of client data. In customer management, brokers don't need to enter data manually. Instead, the customer profile is automatically created out of data from the CRM system integrated with the portal.
Brokers equipped with modern insurance portal software for brokers provide faster service, ensure transparency and trust, and offer a personalized experience to customers. Moreover, clients gain access to a self‑service customer portal that streamlines brokers' operations and significantly saves their time on customer‑related tasks. Real‑time updates on renewals and claim statuses ensure that clients are always informed and up to date. So, all this enhances the customer experience, increasing their loyalty to your services.
With easy‑to‑read dashboards displaying information on policies, claims, trends, and risks, brokers can make more informed decisions about their sales and performance. Additionally, a 360° view of customer preferences, history, and behaviors enables personalized recommendations, as well as upselling and cross‑selling opportunities.
Our solution enables brokers to go digital quickly, as it comes with all pre‑built features to ensure effective operations. The portal can be customized according to the broker's specific needs and workflows, as well as integrated with software used by insurers and policyholders. With around‑the‑clock access, self‑service features, and real‑time updates, brokers can offer the convenience that customers expect.
Insurance industry expertise
Insurance portal software for brokers is developed by DICEUS with a deep understanding of the insurance industry, its challenges, trends, and needs. Since 2011, DICEUS has designed innovative software for top brokers and insurers, including Vienna Insurance Group, UNIQA, Fairfax Group, WTW, and others. Our expertise has strengthened our understanding of the financial services sector, enabling us to develop software that meets the current needs of insurers and brokers.
Faster time‑to‑market
Unlike custom software or complex enterprise‑grade solutions for brokers, our portal can be quickly deployed, customized, and integrated with other systems and tools you use. Thus, you can skip long‑term development lifecycles, save time and costs, and simultaneously gain a competitive edge thanks to the modern digital capabilities offered by our Broker Web Portal.
Scalable solutions
Insurance portal software for brokers designed by DICEUS is ready to grow with your business. As mentioned above, it can be integrated with your CRM, core systems, various data sources, and other tools you use. Moreover, we offer a unique opportunity to expand your IT landscape by implementing other ready‑made software solutions built by our company specifically for the insurance business.
We provide the following solutions with pre‑built functionalities: a customer‑facing mobile app that supports various insurance business lines (health, life, investment, and unit‑linked products, car, etc.), DWH, group and individual insurance management system, policy administration system, AI‑powered underwriting workbench, customer web portal, chatbot, and core modules that can be implemented separately depending on your needs.
Discover our ready-made software solutions designed to streamline your operations.
We were impressed by the depth of the UX analysis they did in terms of our customer's research, buyer persona creation, user journey mapping, etc. All the information like research findings, for instance, was presented in a clear form (presentations, Miro boards, clear infographics) so it was quite easy to understand what we need to build and why.
The DICEUS team has consistently supported the BriteCore team for many years. Their engineers are well-educated and highly invested in the ongoing quality of the BriteCore platform with sustained relationships that extend over four years. We appreciate everything the DICEUS team brings to the table as a development partner.
DICEUS developed a chatbot for our insurance company's medical and technical assistance departments. Now, we can support our clients online 24/7 through popular messaging platforms. The key functionalities include doctor's appointment scheduling, sending doctor's reports, submitting claims, and buying insurance. I liked the quality of services and especially the communication with the team.
Insurance portal software for brokers is a modern digital solution that enables brokers to manage insurance quotes, policies, claims, invoices, and client relationships efficiently. It helps brokers automate their workflows, reduce manual jobs, and enhance customer experience.
Unlike custom software that takes a considerable amount of time to develop, Broker Web Portal, developed by DICEUS, features are pre‑built specifically for the insurance industry. Therefore, it can be quickly implemented, configured, and integrated with other systems you use.
Our portal addresses common challenges, including manual and inefficient workflows, poor customer experience, data scattered across multiple systems, and pressure from tech‑savvy competitors offering digital self‑service.
The portal can be integrated with most of the software used by brokers. For example, ensure that your CRM system, billing, accounting, or any other data sources you leverage have all data centralized and accurate.
Through our customer‑facing web portal, your clients gain full access to their information, receive real‑time updates on policies and claims, and enjoy easy interaction with your company. This transparency and speed lead to higher trust and loyalty.
Key functionality modules include quoting, policy management, invoicing, claims management, customer management, analytics, and reporting. Each feature of the portal is built to save your time, reduce errors, and enhance productivity.
Our solution provides real‑time dashboards and analytics on policies, sales, claims, and customer activity. With structured, accurate data, brokers can make smarter, data‑driven business decisions.
The Broker Web Portal is developed on a scalable architecture and can scale with your business. It supports multiple integrations and can be expanded with other ready‑made software products from DICEUS.
DICEUS has been delivering advanced insurance software products since 2011, working with top insurers and brokers, including Vienna Insurance Group, UNIQA, Fairfax Group, and WTW.
You can request a free demo from our team. We'll show you how the Broker Web Portal works and how it can be tailored to your business needs.
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