An agentic ERP that reads insurers' statements itself, so brokers stop reconciling by hand.
A full ERP for insurance brokers: AI reads every insurer's statement, matches it to receipts and splits commissions to the cent.
Any format
insurer statements read, PDF or Excel
7
insurance classes modelled, from motor to life
To the cent
commission split down the mediator chain
In Portugal every insurer sends its statement its own way, and there's no standard to fix it. Brokers were left reconciling dozens of different PDFs and spreadsheets against their receipts by hand, then working out who in the agent network was owed what.
The pieces that made it work.
It reads the document
Instead of one connector per insurer, AI reads each statement, matches every line to the right receipt and shows its confidence and reasoning.
Policies and receipts, properly
Premiums broken down into net, charges, stamp duty and levies, so only the commissionable base earns commission.
Commissions down the chain
Splits cascade through the whole mediator hierarchy to the cent. Rounding stays with the house, never the agent.
A portal for every agent
Offices, hierarchy and a portal where each agent sees their own portfolio, and only theirs.
Invoicing and compliance
Connected to Moloni for certified invoicing to the Portuguese Tax Authority, with each brokerage's data isolated and an insert-only audit log.
What changed.
- Reconciliation that took days becomes a review of what the AI flagged.
- Every difference comes with a reason, so nothing is waved through.
- Agents get their commission statements under the broker's own brand.
- One system for policies, receipts, commissions and invoicing.
This is for you if...
- Your team reconciles statements from different partners by hand.
- Every supplier or partner sends data in a different format.
- Commissions or payouts are worked out in spreadsheets.
- You need an ERP shaped to your industry, not a generic one.
what it costs
Pro
from £4,950
Builds like this are Pro projects: a fixed quote up front, then from £249/mo to host, run and keep improving it. Not ready to commit? Start with a £950 discovery sprint: a working prototype of your workflow in a week, credited against the build.
Want one of these?
Tell us what takes your team too long. You'll get a straight answer and a fixed price.