Insurgo
Cloud-based broker management program for insurance brokers.
Insurgo is a cloud-based broker management program (MVP) for insurance brokers that automates routine tasks and centralizes customer and contract data. It includes an AI agent for handling tasks such as claims intake, email dispatch, and master data maintenance, plus automated document handling through Postfach Plus, which classifies incoming documents and assigns them to the relevant customer and contract.
Core modules include Insurgo Sign for digital signatures, automated workflows, customer forms, Kanban boards, a central dashboard, task management, and email and letter templates. A customer app and portal let clients view contracts and documents, request and accept offers, report claims, and chat with the broker. The platform connects to external tools via interfaces and is accessible from anywhere through the cloud.
It is aimed at small and medium-sized insurance brokers and financial service providers, including private and commercial/specialty brokers, VEMA and pool brokers, and sales teams. Data migration from existing systems is supported. The pages do not state pricing details; demos can be arranged.
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