CODX / 2026—AVAILABLE Q2

Software for Insurance Agencies and Brokers Custom-built platform

Custom software for insurance agencies: customer and policy CRM, multi-carrier comparator, claims management, digital signing and direct connection with carriers (CIAC/EIAC).

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◆Intro

Why custom software for your brokerage instead of Segisa, Ebroker or Codeoscopic?

Insurance-sector SaaS cover the basics but tie you to standard flows and per-user commissions. A brokerage with 500+ active policies or multi-office agency gains with custom software: configurable multi-carrier comparator, adapted claims flow, own CIAC/EIAC connections, mobile app for agents on commercial visits and customer portal for policy consultation. No per-user cost, yours when finished and ready to scale with new carriers and products.

◆For whom

Who benefits most

//01

Pain

Mid-sized brokerage

→SaaS charges per user, gets expensive with 5+ agents
→Manual CIAC/EIAC connections via portals
→Customers call to check policies

→ Solution

Single license with no per-user cost
Direct automated CIAC/EIAC connection
Web + app customer portal to check policies

//02

Pain

Multi-office agency

→Each office with Excel or different software
→No consolidated portfolio and commission view
→IDD compliance hard to demonstrate

→ Solution

Single multi-office platform
Consolidated dashboard with agent commissions
Full audit trail for IDD/compliance

//03

Pain

Specialized brokerage (corporate/industrial)

→Complex products (D&O, cyber, cyber-risk) do not fit SaaS
→Need multi-carrier quoting with fine parametrization
→Large claims managed in Excel and Outlook

→ Solution

Platform adapted to complex products
Comparator with custom business rules
Claims workflow with timeline and documentation

◆What we do

Customer and policy CRM

Complete customer record with all policies (home, auto, life, business), expirations and renewal management.

Multi-carrier comparator

Parallel quoting with multiple carriers (Allianz, AXA, Mapfre, Zurich, Generali). Clear comparison presentation to customer.

Claims management

Complete workflow from opening to closure: documentation, carrier communications, timeline visible to customer.

CIAC/EIAC connections

Direct integration with carriers via CIAC/EIAC/CIBE. Automated new, renewals and changes.

Digital signing and customer portal

Legal digital signature (Viafirma, Docusign). Web + app portal where the customer checks policies, files claims and downloads documents.

IDD/GDPR compliance

Complete audit trail, digital consents, compliance with Insurance Distribution Directive (IDD).

◆Process

Sector discovery (2 weeks)

Interviews with agents, admin and management. Portfolio and product analysis.

UX design (3-4 weeks)

Figma prototype validated with real agents. Focus on quoting and management speed.

Development (12-18 weeks)

CIAC/EIAC integrations validated in production with pilot carriers.

Migration + training

Migration from Segisa, Ebroker or custom systems. Per-office training.

Ongoing support

Monthly plan with SLA. Continuous evolution when adding new carriers and products.

◆Case study

Leonard AI · validated multi-tenant architecture

The multi-tenant architecture proven at Leonard AI (multi-center network, customer management, payments, multi-office) is directly replicable for a brokerage. The pattern scales without rewriting code.

leonard-ai.com

◆Investment

Brokerage MVP

Find out what it would cost →

Customer and policy CRM
3-carrier comparator
Basic claims management
Digital signing
Training included

Multi-office platform

Find out what it would cost →

All + multi-office
CIAC/EIAC integrations
Web + app customer portal
Commission dashboard
3 months support

Enterprise brokerage

Find out what it would cost →

All + complex products
Agent mobile app
Custom claims workflow
Advanced BI
Enterprise SLA

◆FAQ

Frequently asked questions

Question not here?

Write to us. We respond within 24 hours with an initial technical orientation.

Do you integrate with CIAC, EIAC and CIBE?+

Yes. We implement connections with CIAC (carriers) and EIAC (brokers) to automate new, renewals and changes. Also CIBE if you work with that standard.

Does it support complex products (D&O, cyber, industrial)?+

Yes. The platform is flexible for standard products (home/auto) and complex ones (D&O, cyber, industrial cyber-risk) with fine parametrization and adapted workflow.

Is it IDD-compliant?+

Yes. Complete audit trail of every customer interaction, digital consents, mandatory documentation (PPT, IPID) generated automatically, advice records.

Do you migrate from Segisa, Ebroker or other?+

Yes. We have migrated from Segisa, Ebroker, Codeoscopic, Pargus and custom systems. The process takes 3-6 weeks depending on volume of active policies.

How much does it cost compared to Ebroker or Segisa?+

It is a one-off investment instead of a per-user subscription, so the comparison depends on how many agents you have: the more users, the sooner custom software pays for itself. In return you get no user limit, no commissions and full customization. Tell us about your agency at /contact and within 24h we'll give you a quote and a break-even estimate for your case.

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◆Contact

Does your brokerage need custom software?

30-minute call to assess fit. If it makes sense, detailed proposal in 1 week.

Request demo