BerrySafe

Digital platform for independent insurance agents in Mexico and Latin America

Distribution & Sales Startup Seed

Overview

BerrySafe is a distribution and agency management platform for independent insurance agents in Mexico and Latin America. The platform centralizes policy data from multiple insurers into a single dashboard, enabling agents to manage policies, commissions, and client records without manual reconciliation across carriers.

The platform delivers core functionality as a SaaS application with direct API integrations to insurance carriers. Agents access an intelligent dashboard for policy and receipt management, commission tracking, and collection control. Each registered agent also receives a personalized webpage connected to the platform, giving them online visibility and allowing prospective clients to locate them through geolocation-based search matching.

Founded in 2019 and launched in May 2020, BerrySafe raised USD 1.12M in a seed round in 2022 led by G2 Momentum Capital. By 2020 the platform reported over 500 registered agents and 500,000+ clients across Mexico and Colombia. The company is a member of AMASFAC, the Mexican association of insurance and surety agents.

Products & Services

Agent Portal and Dashboard

A centralized digital workspace for independent insurance agents. Aggregates policy information from multiple insurers into a single interface and automates management of policies, receipts, commissions, and collections.

Key Features

Multi-insurer policy aggregation via direct carrier API integrations
Commission and receipt management with payment reconciliation
Collection control and policy renewal tracking

Target Users: Independent insurance agents in Mexico and LATAM

Agent Digital Presence

Each registered agent receives a personalized webpage integrated with the BerrySafe platform. The page is indexed on search engines and uses geolocation matching to surface the agent to nearby consumers actively searching for insurance on Google.

Key Features

Personalized agent webpage linked to the platform
Geolocation-based consumer-to-agent matching
Online visibility for agents competing with digital insurance channels

Target Users: Independent insurance agents seeking digital lead generation

Agent-Insurer Connectivity

BerrySafe facilitates digital connections between independent agents and insurance carriers, supporting proposal and renewal workflows across multiple carriers from a single interface.