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Sector

Platforms for insurance broking

We build the tools brokers need and general-purpose software cannot deliver: confidential portfolio sales, role-based access, subscriptions.

  • Confidentialité
  • Cession de portefeuille
  • Abonnements
1
Work cited
2
Expertise involved
4
Markets served
3
Languages by default

A sector where confidentiality is the feature

In broking, information has both a market value and a nuisance value. A firm considering selling its portfolio cannot announce it: policyholders worry, competitors come calling, staff start looking elsewhere. The same problem affects an introducer who wants to be known without revealing their book.

This is why generic tools fail in this market. A directory publishes, a CRM stores — neither handles graduated visibility, which is precisely the requirement.

What we have built

With Brokeris we built an entirely off-market portfolio sale platform. The portfolio is described by line of business and premium volume, without naming the firm. The buyer filters, identifies themselves, and only obtains the identity and documents after the seller explicitly agrees. Every document view is logged.

The blocks specific to broking

  1. Graduated visibility

    anonymised listing, then unlocking on agreement

  2. Account verification

    before any publication, manual or automated

  3. Description by line of business

    P&C, life, health, protection, with volumes

  4. Internal messaging

    so the relationship stays on the platform

  5. Access log

    which may be required in a dispute over a deal

  6. Recurring subscriptions

    buyer access being the revenue source

What else we build for brokers

Beyond marketplaces: client portals for document submission and claims tracking, internal portfolio and commission management tools, comparison and quotation forms connected to insurer APIs, and production dashboards by introducer.

Hosting and data

Policyholder data is sensitive data. We host in the European Union by default, with a compliant processing agreement, and can host in Switzerland where a client asks. Location is decided at quotation stage, not after launch.

Budget and timeline

An introduction platform starts at €35,000 and three to five months. A client portal or internal tool starts at €20,000 and six to ten weeks. Scope is quoted feature by feature before work begins.

Proof

The work that proves it

Platforms and sites in production, viewable online. No mockups, no invented clients.

B2B marketplace · Insurance broking

Brokeris

Next.jsTypeScriptPostgreSQL
brokeris.be
Page Tarifs de Brokeris : dépôt gratuit pour les vendeurs, accès acheteur à 59 € par mois
Expertise

The services involved

What we concretely build within this scope.

01

Business platforms & B2B marketplaces

Platforms connecting two professional populations: verified accounts, gated access, internal messaging and confidentiality by default.

Next.jsPostgreSQLAccès par rôle
02

Subscription SaaS products

Turning a service into a recurring product: trials, plans, automated payment, failed-payment recovery and a self-service customer area.

StripeAbonnementsMulti-comptes
Method

How a project runs

A detailed quote before we start, and a staging link from week one: you watch the project progress live, not in meetings.

  1. 01

    Scoping

    Goals, site structure, content and features. You get a costed scope, line by line.

    1 week
  2. 02

    Design

    Figma mockups of every screen, desktop and mobile, signed off before any development.

    2 weeks
  3. 03

    Development

    Build, back office, content in all three languages. Staging available throughout.

    3 to 6 weeks
  4. 04

    Launch & support

    Testing, redirects, back-office training, then maintenance and monthly improvements.

    ongoing

The technologies used

Those of the work cited on this page. Code only: no WordPress, no Shopify.

  • Next.js
  • TypeScript
  • PostgreSQL
  • Stripe
Why us

What sets us apart

Four commitments that hold over time, not four slogans.

100% code, zero proprietary platform

No WordPress, no Shopify, no page builder. Your product is written in TypeScript, documented and version-controlled — the repository is yours from day one, and you are locked in to nobody.

Products, not brochures

User accounts, recurring subscriptions, messaging, gated access, payments: we have shipped five platforms running with real paying customers behind them.

Regulated sectors

Insurance broking, accountancy firms, real estate, financial recruitment. We know the data confidentiality, role-based access and domain constraints these professions carry.

Multilingual by default

FR · EN · ES. Internationalisation is built into the architecture, not bolted on as a plugin six months later — essential in Belgium, Luxembourg and Switzerland.

Questions

Frequently asked questions

Can a sale listing stay invisible to search engines?

Yes, and that is the default configuration for this type of platform. Listings are served behind authentication, excluded from indexing and absent from the sitemap. Only the public presentation pages are indexable.

Where is policyholder data hosted?

In the European Union by default, with a processing agreement specifying locations and sub-processors. Swiss hosting is available where a client's compliance requires it. It is written into the quote.

Can the platform connect to insurers' systems?

Yes, as soon as an API or exchange format exists. We regularly integrate quotation and production feeds. Where an insurer exposes nothing, we fall back on file import, with consistency checks.

Journal

Further reading

All articles
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