Broker portal software for insurers and brokerages
Broker Web Portal – a pre‑built digital portal designed for insurance brokers and for the insurers, MGAs, and managing agents who issue a portal to them. It is a fully functional solution allowing brokers to manage clients, quotes, policies, commissions, claims, and renewals in one place.
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What a broker portal is
A broker portal is the workspace where a broker manages the business they place: clients and their policies, in‑progress quotes, earned commissions, upcoming tasks, and renewals. Some portals are issued by an insurer or an MGA to its distribution partners. Others are run by a brokerage for its own team.
It is not an agency management system, which runs the whole back office of an agency, and it is not a customer portal, which is what the policyholder logs into. A broker portal sits between the two, and it is the one the people selling your business use every day.
Who it is for
The portal is bought by two kinds of organization, and the two of them want quite different things from it.
If you issue the portal
- Insurers giving brokers self‑service instead of email
- MGAs and managing agents onboarding distribution partners
- Program administrators tracking partner production
- Anyone who needs partners to work in one place
If you run your own book
- Insurance brokerages of any size
- Distributors and agents placing multi‑carrier business
- Teams running the book on spreadsheets today
- Brokers who want one view of clients and commissions
Challenges our Broker Web Portal solves
Six patterns show up wherever broker business is placed through inboxes, spreadsheets, and the memory of the person who has always done it.
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01
Manual and inefficient workflows
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 chasing additional information from customers or insurers, which causes delays in quoting, binding, and claim management.
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02
Poor customer experience
Due to outdated software and manual processes, customers face limited transparency, delays, and slow responses to their requests. The portal offers 24/7 access to their information, easy contact with the broker, and continuous status updates on quotes, policies, and claims.
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03
Tech‑savvy competitors
Competing with modern insurtech companies that offer customers a range of self‑service functions is daunting. The DICEUS Broker Web Portal gives brokers a digital solution to attract new customers and retain existing ones.
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04
Inaccurate and siloed data
Brokers frequently encounter outdated or duplicate customer data scattered across various sources, which results in errors, poor decisions, and compliance problems. The portal centralizes all data in one place, ensuring consistency, accuracy, and easy access.
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05
Commissions reconciled by spreadsheet
Nobody can say what is owed this month without rebuilding the workbook, and a disputed statement takes days to settle.
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06
Renewals that nobody owns
A renewal is missed because the reminder lived in one person’s calendar, and the client finds out before the broker does.
Key features of our Broker Web Portal
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.
- Pulling client data automatically into quote templates
- Calculating premiums using integrated rating engines
- Sending quotes digitally to clients with just a few clicks
- Tracking conversion rate and average quote value
Policy management
Prepare insurance policies and send them to customers from a centralized hub. You will always have up‑to‑date information at hand, as the system stores a complete history of endorsements and key dates.
- Automating issuance, renewals, and endorsements with version control
- Sending reminders for renewals or pending approvals
- Seeing active policies and total premium per client
Commissions
See what has been earned, what is still coming, and how each policy type performs, without rebuilding a spreadsheet.
- Commission this month and year to date
- Average commission per policy
- Earnings broken down by policy type
- Commission and policies‑sold trends, with export
- Recent commission transactions in one list
Clients and pipeline
Keep every client, every open opportunity, and every piece of correspondence in one place rather than across inboxes.
- Auto‑creating client profiles from online forms or CRM integrations
- Storing all client details, history, and communication in one place
- Tracking opportunities through the sales pipeline
- Seeing total clients, active policies, and premiums at a glance
Tasks and renewals
Know what is due today and what renews next month, without relying on one person’s calendar.
- High‑priority items and tasks due today
- Completed against total tasks
- Upcoming renewals with client, policy type, and date
- Time remaining before each renewal
Reporting and analytics
Gain clear insights into policies, sales, claims, and customer activity with the portal’s dashboards. Track portfolio performance, spot trends, and make data‑driven decisions.
- Auto‑generating performance dashboards and compliance reports
- Keeping a complete audit trail of transactions and communications
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. Integrated with a customer web portal, the broker portal ensures you get complete claim information seamlessly.
- Clients can submit claims directly in the portal
- Brokers and clients see real‑time status updates
- Auto‑notifications for required documents or next steps
Invoicing
Create invoices automatically in a few clicks. You receive a ready‑to‑share invoice to send to a customer instantly. It is also easy to monitor payment statuses, set reminders, and store all financial information in one place.
- Auto‑generating invoices based on policy and payment data
- Tracking payment status and sending reminders
What the broker sees on day one
A broker logs in to one dashboard that answers the questions they ask every morning: how many clients, how many live policies, what’s been earned this month, and what is about to renew. Everything else is one click from there.
On the dashboard
- Total clients and active policies
- Commission earned month to date
- Renewal rate across the book
- Progress toward the monthly goal
One click away
- Add a client or create a quote
- Review a commission statement
- Pending tasks, highest priority first
- Renewals due, with time remaining
How the portal interacts with your systems
Unlike custom solutions that take months to develop, the Broker Web Portal is ready‑made, so it is faster to deploy and still fully configurable. 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.
Benefits of Broker Web Portal
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Automated processes
End‑to‑end broker workflow, from client onboarding to support, can be automated. Brokers use quote templates and auto‑filled client data, and customer profiles are created automatically from the CRM system integrated with the portal.
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Improved CX
Brokers provide faster service, ensure transparency, and offer a personalized experience. Clients gain a self‑service portal and real‑time updates on renewals and claim statuses, so they are always informed. That is what turns a transaction into loyalty.
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Data‑driven decision making
Dashboards on policies, claims, trends, and risks let brokers make informed decisions about sales and performance. A 360° view of customer preferences, history, and behavior enables personalized recommendations and cross‑selling.
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Competitive advantage
The portal comes with pre‑built features, so brokers go digital quickly. It can be customized to specific workflows and integrated with the software insurers and policyholders use. Around‑the‑clock access and self‑service meet what customers now expect.
Find the right solution for your needs
Why choose the DICEUS Broker Web Portal?
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01
Insurance industry expertise
The portal is built by a team with a deep understanding of the insurance industry, its challenges, and its trends. Since 2011, DICEUS has designed software for brokers and insurers including Vienna Insurance Group, UNIQA, Fairfax Group, and WTW.
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02
Faster time to market
Unlike custom software or enterprise‑grade broker platforms, the DICEUS Broker Web Portal is deployed, customized, and integrated with the systems you already use. Skip a long development cycle and get the digital capability without waiting.
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03
Scalable solutions
The portal grows with your business. It integrates with your CRM, core systems, and data sources, and it sits alongside the other ready‑made insurance products DICEUS builds, so the next module does not start from zero.
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04
A demo you can click
A live demo environment covers every business line. You see the real screens with real data flowing through them, not a slide deck, and you see them before you commit to anything.
What our customers say about us
Elena Markova
Board Member UNIQA
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.
Phil Reynolds
CEO, BriteCore
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.
Ihor Zhyzhara
Deputy Chairman of Board, Kniazha VIG
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.
See what your brokers would see on Monday morning
Book a demoFAQ
What is a broker portal?
Insurance portal software for brokers is a digital workspace for managing clients, quotes, policies, commissions, claims, and renewals in one place. It is issued by an insurer or an MGA to its distribution partners, or run by a brokerage for its own team.
How is this different from an agency management system?
An agency management system runs the whole back office of an agency – accounting, carrier downloads, the complete book. A broker portal is the workspace where business gets placed and tracked. DICEUS offers both, and they connect.
How is it different from a customer portal?
A customer portal is what the policyholder logs into. A broker portal is what the person selling and servicing the policy logs into. The two are often deployed together, with the customer portal feeding claims and requests straight through to the broker.
How does it differ from a custom‑built portal?
Unlike custom software, which takes a considerable amount of time to develop, the Broker Web Portal’s features are pre‑built for the insurance industry. It can be quickly implemented, configured, and integrated with the other systems you use.
Can the portal integrate with my existing software?
The portal can be integrated with most of the software brokers use – CRM, billing, accounting, and the insurer’s core system – so that client and policy data stays centralized and accurate.
Will my brokers actually use it?
That depends on whether it saves them time on day one. The portal is built around what a broker opens first – clients, quotes in progress, commission earned, and renewals due – rather than around what the insurer wants reported. Start with the workflow that costs them the most time.
How can I see the portal in action?
There is a live demo environment for this product, covering every business line. Request a session and our team will walk through the real screens with you and show how the portal would be configured.
