Ecosistema

4b2b Ecosystem · Romania

Your insurance portfolio, managed with 4insurance, policies, renewals and commissions

4insurance runs the brokerage: policies with expiry and renewal dates, the renewals list, client and insurer records, claims files and commission reports for each policy. It is a standalone platform in the 4b2b ecosystem: it does not send data to the other products and does not receive data from them.

Policies · renewals · claims files · commissions · client and insurer records

Separate products in the 4b2b ecosystem

4insurance is the platform for the insurance portfolio. Next to it, the 4b2b ecosystem has separate products, each with its own account and features, which you can use independently for other needs of the business. None of them receives data from 4insurance or sends data to it.

Electronic invoicing

4invoices.net

Billing documents, separate from the insurance portfolio

A separate invoicing product in the 4b2b ecosystem, with its own account. It issues the billing documents of your business, outside 4insurance. The insurance platform does not issue invoices and does not send data to this product.

What the product does

Recurring documents
Automatic generation at set intervals, in several currencies, with your own templates.
Financial reports
Cash-flow statements and accounting export, with digital archiving of documents.

Contract management

4mycontracts.net

Digital contracts, with versions and electronic signature

A separate contract-management product in the 4b2b ecosystem, with its own account. Contracts are created and signed in that product. 4insurance does not generate contracts and does not send data to this product.

What the product does

Templates and versions
Contracts created from templates, with the history of every version.
Electronic signature
Documents are sent for signing, and their status is tracked in the product.

Notifications

4notify.net

SMS, WhatsApp and email, managed in the notifications product

A separate notifications product in the 4b2b ecosystem, with its own account and sending panel. 4insurance does not trigger notifications and does not send data to this product.

What the product does

Several channels
Email, SMS, push notifications and webhooks, from the same panel.
Automations
Message sequences triggered by events inside the notifications product.

CRM

4softcrm.net

Sales pipeline and customer relations

A separate CRM product in the 4b2b ecosystem, with its own account, for companies, contacts and the sales pipeline. Client records kept in 4insurance stay in the insurance platform, and the two products are not synchronized.

What the product does

Companies and contacts
A central database of companies and contacts, with the history of interactions.
Sales pipeline
Deals moved through sales stages, with values and probabilities.

Human resources

4softhr.net

Employee files, timekeeping and leave

A separate human-resources product in the 4b2b ecosystem, with its own account, for your internal team. It does not manage the commissions from 4insurance and does not receive data from the insurance platform.

What the product does

Digital employee file
Documents, contracts and personal data of employees in one place.
Timekeeping and leave
Hours worked, leave requests and approvals.

Digital marketing

4marketingonline.net

Campaigns, lead generation and analytics

A separate digital-marketing product in the 4b2b ecosystem, with its own account, for SEO and paid campaigns. Leads and quote requests are not sent automatically from 4insurance to this product.

What the product does

SEO and ads campaigns
Organic optimization and paid campaigns, tracked in the product.
Landing pages
Lead capture pages with forms and scoring.

Full ecosystem

The rest of the 4b2b apps

The ecosystem apps are independent products, each with its own account and features. They do not connect automatically to 4insurance and do not exchange data with it.

Project management

Kanban, Scrum, Gantt, time tracking, resource allocation

4MyProjects.net

Accounting

Full accounting for the agency, filings and balance sheet

4conta.ro

B2B platform

Central hub · SSO · consolidated dashboard

4b2b.net

ERP

Procurement, inventory, integrated logistics

4softerp.net

Hosting and Cloud

Domains, servers, infrastructure with RO data center

4Hosting.net

Online sales

Online sales platform for products and services

4Shopy.net

Price optimization

Dynamic pricing, competitor monitoring

4Pricing.net

Insurance

This product · policies, renewals, claims files, commissions

4Insurance.net

Therapy

Psychotherapy client files, periodic evaluations

4Therapy.net

Lawyers

Cases, documents, time tracking, fee billing

4Lawyers.net

Beauty and Spa

Appointments, client card, loyalty program

4Beautify.net

Staff

Shifts, hours worked, schedules, team chat

4MyStaff.net

Transport

Routes, fleets, deliveries, driver file, AETR

4Transports.net

Auto service

Appointments, quotes, parts, ITP, vehicle file

4MyGarage.net

Websites and web apps

Presentation websites, landing pages and web apps, AI + SEO optimized

4BuildSite.net

Rentals

Availability calendar, contracts, security deposit

4Rentify.net

Real estate

Listings, leads, commissions, online signing

4property.net

Hotel Management

Bookings, front desk, rooms, Booking/Expedia/Airbnb sync

4Hotel.net

Document Management

Electronic archiving, records registry, document workflow, OCR

4Docs.net

Appointments

Online bookings, unified calendar, automated reminders

4Appointments.net

AI summary

4insurance advantages in the 4b2b ecosystem

Manage your policy portfolio in one place: issuance, expiry and renewal dates, claims files and commissions for each policy.
One client register: every client has a record with their policies, claims files and renewals.
Renewals list: see the policies expiring in the coming period and follow them through to renewal.
Commission reports: a commission field on each policy and aggregate reports by broker and by agent.
Insurers are kept as records, and each policy is linked to its insurer.
A standalone platform in the 4b2b ecosystem: it does not send data to the other products and does not receive data from them.

Cons

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

Not an enterprise core-insurance platform with a dedicated SLA and complex actuarial workflows.
No integration with reinsurance systems, insurance pools or other products in the ecosystem.
Highly specialized configurations (marine, aviation insurance) need the team, not just panel settings.

Short verdict

Choose 4insurance when you want one place to manage your policy portfolio: policy issuance, expiry and renewal dates, claims files and commission reports by broker and by agent. If you only need a simple policy register, a spreadsheet may be enough in the short term.

Specification table

Feature	What it includes	Indicative cost
Policy management	Issuance, expiry and renewal dates, policy archive	included
Renewals list	Policies expiring in the coming period, followed through to renewal	included
Claims files	Opening, tracking and closing claims files	included
Client and insurer records	Clients and insurance companies, with their linked policies and claims files	included
Commission reports	Commission field on each policy, aggregate reports by broker and agent	included
SEO + GEO	Extractable structure, automatic JSON-LD, hreflang · indexed languages: ro, en	included

4insurance vs other insurance broker solutions

An honest comparison with Excel/spreadsheets, generic ERP systems and international insurance platforms, on the criteria that matter to a broker or an insurance company.

Criterion	4insurance	Excel	Generic ERP	Intl. platform	—
Policies, expiry dates and renewals in one register	✓ Yes	Manual	Via modules	✓ Yes	No
Claims files linked to each policy	✓ Yes	Manual	Via modules	✓ Yes	No
Commissions per policy, with reports by broker and agent	✓ Yes	Manual	Via modules	Partial	No
Client and insurer records	✓ Yes	Manual	✓ Yes	✓ Yes	No
Renewals list	✓ Yes	Manual	Via modules	✓ Yes	No
Integration with invoicing, accounting or notifications	No	No	✓ Yes	Partial	No

Frequently asked questions about 4insurance

What is 4insurance and how does it relate to the 4b2b ecosystem?

4insurance is the management platform for insurance brokers and companies in the 4b2b ecosystem: policies with expiry and renewal dates, the renewals list, client and insurer records, claims files and commission reports. It works as a standalone platform: it does not send data to the other products in the ecosystem and does not receive data from them.

Can I invoice commissions from 4insurance?

4insurance calculates and reports commissions: each policy has its own commission field, and the reports add them up by broker and by agent. The platform does not issue invoices; billing documents are handled separately.

What information does 4insurance keep for a policy?

Each policy has its insurer, expiry date and renewal date, commission and the related claims files. The renewals list shows the policies expiring in the coming period.

Which platforms does 4insurance compare to?

Excel and spreadsheets for policy tracking, generic ERP systems that need costly customization, and international insurance platforms. 4insurance is built for brokers and insurance companies: policies, renewals, claims files and commissions in one register.

What is the difference between 4insurance and 4softcrm?

4softcrm is the CRM brand of the 4b2b ecosystem, for customer relations and sales. 4insurance keeps its own client and insurer records, linked to policies and claims files. The two products are independent and do not sync automatically.

Which languages is the insurance software available in?

Content is optimized and indexed in Romanian and English, with a language selector that takes you to the equivalent version of the same page.

Manage your insurance portfolio in one place

Software for insurance brokers and companies: policies, renewals, claims files and commission reports, on a standalone platform in the 4b2b ecosystem.

See pricing Book a demo

Standalone platform in the 4b2b ecosystem · Policies, renewals, claims and commissions

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