MITHANDIRInsurance broker management software: everything in one place
Polizeo: everything an insurance broker needs in one system. Policies come in by email or WhatsApp, with commissions, renewals and a smart CRM built in.
The case on video, explained.
Go to polizeo.app ↗Everything an insurance broker needs, in one system
Polizeo is the management software for insurance brokers, agents and insurance companies. Policies, customers, commissions, expiries, quotes and a policyholder portal: all together, in one place. It makes everything simpler. It runs on computer and phone, with nothing to install.
It adapts to every type of policy
Every insurer lays out its policies its own way. Polizeo doesn't care: it reads them all, wherever they come from and whatever type they are. You don't type a thing. No copying field by field, no mistakes, no piles waiting.
Policies come in by themselves
Forward the insurer's email to your Polizeo inbox, or send the policy on WhatsApp. Done. It reads it, fills in the data and it's loaded. You just check and confirm.
- YouThe policy arrives by email.
- YouIt gets typed into Access or a spreadsheet.
- YouExpiries, in a notebook or from memory.
Hours of typing, scattered data, and you hear about the expiry when the customer calls.
- YouYou forward the policy by email or WhatsApp.
- PolizeoIt reads it and loads it.
- YouYou check and confirm.
- PolizeoThe portfolio is up to date.
- PolizeoIt tells you what's expiring.
- YouYou call and renew.
You do what the system can't: decide and sell.
Before, someone typed it in field by field.
Of every type, from every insurer.
Nobody enters data: you check and confirm.
With its history and duplicate customers merged.
Commissions: what each insurer owes you
Polizeo works out what each insurer owes you. Policy by policy, insurer by insurer. You know what to collect, who to chase and you export it to Excel in one click.
The commission is worked out by itself, on the right base.
Each policy adds to what its insurer owes you. No spreadsheets.
Expiries and renewals: none slip through
See what expires in 30, 60 or 90 days, with each customer's phone. Mark whether it renewed and, if not, why. Pick a month: losing on price isn't the same as the customer selling the car.
Most was lost on price: time to review which insurer you're quoting with.
They went to another agent: the problem isn't price anymore, it's service.
A really smart CRM, built for insurance
Polizeo comes with a CRM that helps with everything: customers, renewals and follow-up. One record per customer, with all their policies, even when each insurer writes the name differently. It tells you who to call, what to renew and who to sell more to: who has a car but no home policy, in plain sight.
One insurer puts the surname first, the other the opposite. The tax ID ties them together.
Same number, but three policies that expire and pay commission separately.
Comparison: several insurers, side by side
No more quoting portal by portal and building the comparison in Excel. Quote once and see coverage, deductible, sum and premium side by side. Polizeo flags what isn't comparable. Tap the one you'd recommend: the customer gets a link under your brand.
The lowest deductible: in a crash, they pay less out of pocket.
The same coverage for a lower premium, with a higher deductible.
It looks cheapest because it doesn't cover the same. Better to explain that first.
Policyholder portal: the policy, without calling anyone
Every time customers need a certificate, they message you. With Polizeo you invite them in one click and they get, under your brand, their policies, expiries and documents. Your phone stops ringing. Switch views: what you earn on each policy stays hidden from them.
Their own and nothing else: what they hold, until when and the PDF to show.
What each policy pays stays on this side.
Your portfolio comes in on day one
Nobody wants to re-enter years of portfolio. You don't have to. Hand over the file as it is: Access, Excel or CSV. Current policies go to the portfolio, old ones to the archive, and you decide the doubtful ones. New policies come in by themselves, by email or WhatsApp.
portfolio.mdbAccessold_policies.xlsxExcelcustomers.csvCSV
However you have it. No need to prepare it first.
INS_NAMEInsuredPOL_NOPolicyCOInsurerEXP_DTExpires
Each of your columns finds its place, whatever you named it.
Current policyTo the portfolioExpired policyTo the archiveACOSTA MARTA · Marta AcostaYour call
The history stays complete, and duplicates aren't merged until you say so.
From the solo agent to the whole organization
The same portfolio, organized for each way of working.
- AgentYour portfolio in order, your expiries in plain sight and fewer hours typing policies.
- BrokerSeveral agents on the same portfolio, each with their customers and all with the same information.
- OrganizationAgents and brokers inside, with per-person permissions and the full portfolio for management.
Who sees your portfolio? Only your team
It's the question everyone asks. And you can take it with you whenever you want.
- Your portfolio is yoursEach organization sees only its own. The database enforces it, not a screen.
- Support only looks if neededRead-only, with a reason and for a limited time. Every access is logged for you.
- Take it whenever you wantEverything exports to Excel, and the original PDFs stay saved with each policy.
- Nothing is deleted without askingBefore deleting it shows you what will go. Anything with policies isn't deleted: it's merged.
Show us one of your policies and we'll load it live
Polizeo has its own page, in Spanish, with a demo to try and everything it does, module by module.
Go to polizeo.app ↗
