Manage your entire insurance portfolio in one place

Policies, CRM, claims files and commissions — no Excel, no separate systems.

Policies in one registerClients and claims linkedNo Excel, no code

Policy managementLearn moreFull policy portfolio: motor, life, health, property — all with change history and due dates visible.PortfolioDue datesHistory
Client CRMLearn moreComplete insured record: contact details, active policies, claims history, notes and attached documents.InsuredsFilesDocuments
Claims filesLearn moreFull claims workflow: registration, supporting documents, insurer communication and payment tracking.ClaimsDocumentsTracking
Policy issuanceLearn moreIssue and renew policies directly from the platform, each linked to its client and insurer.IssuanceRenewalRecords
Commission reportsLearn moreCommission fields on every policy, and aggregate reports per broker, insurer and product.CommissionsReportsAggregate
Expiry and renewalsLearn moreA list of policies with their expiry and renewal dates, in one place.ExpiryRenewalsList

Your insurance portfolio, managed in one place

4insurance is the software platform for insurance brokers and companies: a policy portfolio with expiry and renewal dates, a renewals list, policy issuance, claims files, client records, insurers recorded as entities, and per-policy commission fields with aggregate commission reports. Several agents can work in the same account. Add your clients and policies and run the whole office from one place.

Portfolio & policies

Record of active and expired policies
Expiry and renewal dates for every policy
Renewals list
Policy issuance from the platform

Claims files

A claims file for every case
Each file linked to its policy and client
Status tracking for every open file
Full list of claims files

Reports & commissions

Commission fields on every policy
Aggregate commission reports
Monthly commission total
Reports by period, built from policy data

CRM & insurers

Client record with linked policies and claims
Insurers recorded as entities in the system
Several agents work in the same account
Policy history for every client

Start your insurance management

Pricing

Transparent plans for your brokerage

Start with a basic plan and scale as your policy portfolio grows. No hidden costs, no long-term contracts — change your plan anytime.

Start

€1/month

5 users
1 company
10 MB storage
100 emails/month

Choose plan

Plus

€5/month

25 users
2 companies
250 MB storage
500 emails/month
Presentation website included

Choose plan

Recommended

Pro

€10/month

50 users
5 companies
1 GB storage
2,000 emails/month
Presentation website included

Choose plan

Premium

€20/month

100 users
25 companies
5 GB storage
10,000 emails/month
Presentation website included

Choose plan

See full details and compare plans

Policies, clients and claims — in one platform

4insurance.net works as a standalone application for brokerage offices and insurance agencies: policies, clients, claims and commissions sit together in the same account.

Commissions & insurers

Policies & renewals

Team & portfolio

app.4insurance.net

Commissions & insurers — everything on the policy

Every policy has commission fields, and insurers are recorded as their own records.
Policies are issued directly in the platform, with all their data in one place.
Aggregate commission reports add up the values from all policies.

Commission per policyInsurers as records

Aggregate commission reportPolicy issuance

Policies & renewals — due dates visible on every policy

Every policy has an expiry date and a renewal date.
The renewals list shows the policies that are due for renewal.
You open a claims file for each event and link it to the policy and the client.

Renewal datesRenewals listDue dates per policy

Claims filesClient records

app.4insurance.net

Team & portfolio — one account

Several colleagues can work in the same account.
The portfolio — clients, policies, claims and commissions — stays centralised in one place.
Commission reports are visible straight from the same account, based on the data in the policies.

Several usersOne account

Central portfolioCommission reports

Part of the 4b2b ecosystem

Policies, clients and claims — in one platform within the 4b2b ecosystem

4insurance.net is a standalone application for brokerage offices and insurance agencies.
You record policies with their expiry and renewal dates, and the renewals list shows what comes next.
You keep client records, open claims files and record the commission on each policy.
Several colleagues can work in the same account.

For brokerage offices and insurance agencies in the 4b2b ecosystem.

Policies & renewals

Clients & claims

4insurance

Software for every type of insurance broker or agent

4insurance works for independent brokers, insurance agencies and companies — from motor and property to life and commercial policies. Record your insurers, then start issuing policies inside the platform.

Insurance brokers

Independent brokerage offices, with complete client and policy records, issuance inside the platform, expiry and renewal dates and a claims file for each case.
Commissions are recorded on each policy and rolled up into commission reports.
Several brokers or advisers can work in one account, and each policy stays linked to its client and its insurer.

Insurance agents

Agents who work for one or more insurance companies, with a client register, the full history of the policies they issued and commission reports per agency.
Each client has a record that shows active policies and claims files.
Several advisers can work in the same account, so colleagues see the same client records and the same renewal dates.

Insurance companies

Companies that manage their own insurance products, with a record of every policy, policy issuance, claims files and an overview of the active portfolio by product line.
Insurers are kept as records, so each policy is linked to the company that issued it.
The company's own agents and brokers work in the same account, and the commission field of each policy appears in the aggregate reports.

Financial advisors

Advisers who include insurance in their financial services package, keeping life, private pension and investment policies alongside the other products in the portfolio.
The client record shows all of a client's policies with their expiry and renewal dates.
Commissions are recorded on each policy, so the reports show what each product brought in over a period.

Motor insurance brokers

Brokers specialising in motor insurance, with a list of motor policies sorted by expiry date, policy issuance inside the platform, a claims file for each motor case and a commission field on each policy.
Hundreds of motor policies can be managed from one list.
The renewal list shows which policies expire in the coming weeks, and the commission reports add up commissions per insurer.

Life insurance

Brokers and agents specialising in life and protection insurance, managing long-term policies with their expiry and renewal dates and the client record behind every contract.
Each policy has its own record and its own commission field.
Claims files for life cases are opened in the same way, and the commission field of each policy feeds the aggregate reports.

Property & asset insurance

Brokers specialising in property insurance, managing home, commercial property and equipment policies in one portfolio, with expiry and renewal dates.
Each policy is linked to its client and, where one is open, to its claims file.
Claims files keep the details of each case from notification to settlement, and commission reports break commissions down by policy.

Health & travel insurance

Brokers active in health and travel insurance, issuing policies inside the platform and keeping corporate and individual policies in one portfolio, with expiry and renewal dates.
Each client record shows the policies that client holds.
Claims files are kept for every medical or travel case, and commission reports group commissions by insurer and by product.

Frequently asked questions

Quick answers to the most common questions about the 4insurance platform for insurance brokers and agents.

What do I need to do to start using 4insurance?

Create the office account, enter your existing policies or add them as they come in, set up users and work from the broker panel. There is nothing to install.

What does the 4insurance platform include?

4insurance brings policy management (motor, life, health, property), client CRM, claims files, policy issuance and renewal, insurers as records and commission reports together in one account. It is a standalone application within the 4b2b ecosystem.

What data does the platform keep for each policy?

The policy number, product type, insurer, client, premium, expiry date, renewal date and the commission that applies to the policy.

Can I manage policies from multiple insurers?

Yes. Insurers are separate records in the account, and each policy is linked to its own insurer. The portfolio is displayed in one view, with expiry and renewal dates and the status of each policy.

Do I need technical skills?

No. Everything is managed visually from the broker panel, with no code and no installation. If you can use a smartphone, you can use 4insurance.

Can I track claims and commissions per broker?

Yes. Each policy has commission fields, and commission reports can be viewed in aggregate by agent, by insurer and by product. Claims files are linked to the policy and the client, and their status is tracked until they are closed.

See more questions

Affiliate program

Earn recurring commissions by recommending 4insurance to other brokers, agents and insurance companies

Sign up for free

Create your account and instantly receive your affiliate code and a unique referral link.

Recommend brokers and agents

Referred brokers and agents subscribe using your code or link.

Earn commissions

Receive a recurring commission of 10-30% from every payment made by brokers that used your code.

See details

What it is

What software for insurance brokers and companies is

Software for insurance brokers and companies is a single platform that brings together policy portfolio management, policy issuance, claims files, client CRM and commission reporting. 4insurance.net is the all-in-one platform in the 4b2b ecosystem: a record of active policies with expiry and renewal dates, policy issuance inside the platform, electronic claims files, registers of clients and insurers, a commission field on every policy and aggregate commission reports. Several agents can work in the same account.

What you can manage with 4insurance

Portfolio of motor, property and life policies
Policy issuance inside the platform
Policy list by expiry and renewal date
Claims files — from opening to settlement
CRM for clients and insurance companies
Commission field on each policy and aggregate reports
One account shared by several agents

Advantages

All policies, clients and files in one place
Policies coming up for expiry appear in the renewal list, sorted by date
Commissions are recorded on each policy and rolled up into reports
Claims files stay linked to the right policy and client
Several agents work in the same account
No separate spreadsheets for policies, clients and claims

Limitations

We are transparent — here is where 4insurance.net is not yet the best fit:

It does not replace the core systems of large insurance companies
Moving a large volume of policies from another system needs a separate data preparation step
For a small office with a handful of policies, a shared spreadsheet may be enough
Claims files are for recording and tracking; they do not replace the judgment of a loss adjuster

How it works (3 steps)

Set up your office

Add insurance companies, agents and your client portfolio.

Issue and manage policies

Policies are issued inside the platform, claims files are kept there and the commission is recorded on each policy.

Track renewals and report

The renewal list shows upcoming expiry dates and the commission reports show what you have earned.

4insurance.net vs other broker solutions

An honest comparison with a shared spreadsheet, a generic CRM tool, an international insurance platform and a custom-built system.

Criterion	4insurance.net	Shared spreadsheet	Generic CRM	International platform	Custom system
Policy portfolio with expiry dates	✓ Yes	Partial	No	✓ Yes	✓ Yes
Policy issuance inside the platform	✓ Yes	No	No	✓ Yes	Limited
Electronic claims file	✓ Yes	No	No	✓ Yes	✓ Yes
Commission per policy and reports	✓ Yes	Partial	Limited	✓ Yes	✓ Yes
Clients and insurers in one system	✓ Yes	Partial	✓ Yes	✓ Yes	✓ Yes
Several agents in one account	✓ Yes	Partial	✓ Yes	✓ Yes	✓ Yes