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Wholesaler or insurance brokers with delegated management
ERP software for wholesale brokers and delegated insurance management
As a wholesale broker or broker with delegated management, you handle large volumes of policies, complex relationships with multiple introducers and sophisticated financial flows that require insurance broker software specifically tailored to your business model.
SKY CRM / ERP, developed with 40 years of expertise in delivering solutions for the insurance sector, is committed to providing you with ERP for insurance that precisely meets your complex operational needs.
Our insurance software includes advanced features designed for professionals managing delegated production: analytical accounting with breakdown by coverage, a configurable rating engine or API integration with your existing system, a dedicated extranet for introducers to enable optimal collaboration, and reinforced regulatory compliance.
Based on the globally recognised ODOO platform, our insurance broker CRM combines technical robustness, flexible configuration and scalability to support the continuous growth of your wholesale or delegated management business.
Analytical accounting and advanced rating
Our sub‑ledger accounting module is specifically designed to meet the requirements of wholesalers and brokers with delegated management who need an accurate analytical view of their profitability. This insurance broker software lets you automatically break down your premium notices according to all financial components: core and additional coverages, administration fees and brokerage fees, taxes and regulatory contributions, commissions, and introducer remuneration. This accounting granularity gives you total transparency over the cost and revenue structure of each insurance product.
You can also allocate claim costs analytically by coverage, allowing you to calculate the loss ratio (L/P) precisely for each product segment. This feature is essential for delegated brokers who assume part of the technical risk: you can quickly identify profitable products, segments requiring pricing adjustments and coverages generating excessive claims. The dashboards built into our insurance CRM give you a clear, up‑to‑date view of the profitability of your portfolio, supporting your strategic decisions and negotiations with partner insurers.
The rating module integrated into our insurance software gives you full control over your products and pricing grids. You fully configure your products according to your specific business criteria: definition of coverages and options, configuration of pricing grids with complex calculation formulas, application of coefficients and loadings according to risk profiles and management of variable deductibles, plus tailored commercial conditions by customer segment. This flexibility allows you to respond precisely to the specific needs of your end clients.
If you already have a proprietary rating engine developed in‑house, our insurance broker CRM will integrate seamlessly with your existing system via secure REST APIs. This approach ensures smooth integration and uninterrupted operations, allowing you to retain your technology investments while benefiting from the full SKY CRM / ERP ecosystem for managing your business.
Introducer management and collaborative extranet
Managing your network of introducers is an absolutely essential component of your wholesale or delegated brokerage activity. Our insurance broker software enables you to manage all your commercial relationships with introducers efficiently: creation and tracking of introducer agreements with configurable remuneration rates, automated commission calculations according to your custom settings with management of special override percentages, full traceability of payments and commission advances, regulatory compliance checks with automatic ORIAS verification, and analysis of commercial performance by introducer, geographic area or customer type.
The introducer management module in our insurance CRM gives you a consolidated 360° view of each partner: portfolio of introduced or managed policies, production statistics with trends over time, conversion rate of introduced business, current accounts with premiums to be collected and commissions to be remitted, and a full history of all exchanges and interactions. This centralised information makes it easier to manage your introducer network and strengthens your commercial relationships with strategic partners.
Our insurance software includes a dedicated extranet for your introducers, a true collaborative platform that transforms your relationship with your distribution network. This secure space gives your introducers permanent access to all key information: real‑time view of their policy portfolio with statuses and due dates, detailed overview of commissions earned and upcoming, download of all contractual documents and certificates, and secure messaging to communicate efficiently with your teams.
This digital transparency significantly strengthens trust and collaboration with your commercial partners, supporting strong, long‑term business relationships. The extranet also reduces your teams’ administrative workload by making introducers autonomous for simple requests. Our CRM / ERP for insurance brokers includes artificial intelligence features that allow your teams to query the document management system in natural language and automatically generate complex reports on the performance of your introducer network.
By choosing SKY CRM / ERP, you choose a reliable, innovative technology partner fully dedicated to the success of your wholesale or delegated management brokerage business.