Each policy has its own commission field, and the aggregate reports add up the commissions from your portfolio — a clear base for the financial discussions of the broker and the team.
In short: an insurance broker earns commissions on the policies they record, and tracking them by hand across many policies and insurers is hard work. 4insurance keeps a commission field on each policy, so every commission stays linked to the policy that generated it. The aggregate commission reports are built from these values, so you can see the totals of your portfolio. The reporting module is a working tool for the broker and the team; it does not replace the company's accounting.
A commission only makes sense if you know which policy generated it, for which client and with which insurer. If the amounts live separately in spreadsheets, they are hard to trace back. 4insurance keeps the commission on the policy, so every amount can be followed back to the policy it comes from.
Each policy has a commission field. The value is entered on the policy, and it is what goes into the aggregate reports.
The aggregate reports add up the commissions from the recorded policies, so you can see the total of your portfolio in one view. When several team members work in the same account, the reports are built from the same policies, not from separate tables.
The reporting module is a tracking tool for the broker and the team. It does not keep the company's accounts, and it does not replace the financial documents or the accounting records kept by the company's accountant.
On each policy there is a commission field. The value entered there goes into the aggregate reports.
Yes. The aggregate reports add up the commissions from the recorded policies and show the total for the portfolio.
No. The reporting module does not import insurer statements and does not reconcile against bank statements. The figures are the ones entered in the commission field of each policy.
Yes. Several team members can work in the same account, on the same policies and their commissions.
No. The reports are a tracking tool for the broker and the team. The company's accounting remains with its accountant.
Start with your existing policies: fill in the commission field and see the aggregate totals of your portfolio.
4insurance keeps commission fields on each policy and shows aggregate reports by broker, product, insurer and period, without rebuilding the totals by hand.
We are transparent — here is where 4insurance is not (yet) the best fit:
A fit for brokers and distribution network managers who want a clear view of commissions. Does not replace a full financial ERP system for companies with complex accounting.
| Module | Limit / scope | Indicative cost |
|---|---|---|
| Policy management | Policy register by line (motor, property, life), expiry and renewal dates, renewals list | from 1 €/mo |
| Client CRM | Client records, documents, linked policies | included |
| Claims files | Registration, assessment, case tracking, attached documents | included |
| Policy issuance | Issuance inside the platform, linked to client and insurer | included |
| Commission reports | Commission fields on each policy; aggregate reports by broker, product, period | included |
An honest comparison on the criteria that matter for an insurance broker.
| Criterion | 4insurance | Omniasig | Allianz | Groupama | Generali |
|---|---|---|---|---|---|
| Multi-product policy management (motor, property, life) | Yes | Limited | Limited | Limited | Limited |
| Integrated CRM for client portfolio | Yes | No | No | No | No |
| Claims files with case tracking | Yes | Yes | Yes | Yes | Yes |
| Aggregate commission reports | Yes | Limited | Limited | Limited | Limited |
| System independent of any single insurer | Yes | No | No | No | No |
4insurance brings into one platform policy management by line, client CRM, claims files, policy issuance and commission reports.
Yes. 4insurance is a broker-independent system, not a system tied to a single insurer. Insurers are kept as separate records, and each policy is linked to its own insurer.
A claims file is opened when the event is registered. It keeps the attached documents and the processing steps until closure, and it stays in the broker’s records.
Each policy carries commission fields, and aggregate reports show commissions by broker, product, insurer and period.
