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Brokeris

Cloud-based broker management system for insurance brokers in Chile

Core Administration Established Bootstrapped
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Overview

Brokeris is a broker management platform for P&C insurance brokers (Corredoras de Seguros) in Chile. The platform supports the complete broker workflow -- from submitting quote requests to insurers through policy and endorsement management, claims processing, and payment collections -- all delivered as a web-based SaaS accessible from any browser without local server installation.

The software is developed and maintained by Informatic, a technology firm based in Las Condes, Santiago. Brokeris operates under a cooperative model in which new customers contribute customizations back to the shared codebase, reducing per-customer development costs. Onboarding is completed in approximately two weeks under a monthly subscription.

Founded in 2017, Brokeris serves insurance brokers across Chile and operates as a cloud-hosted alternative to on-premise broker management systems in the local market.

Products & Services

Quotation Requests

Allows brokers to prepare and submit quote requests to insurance companies, with built-in status tracking and deadline alerts for each pending quote.

Key Features

  • Quote request generation and submission to insurers
  • Deadline and status alert system
  • Integration with downstream proposal workflow

Target Users: Insurance brokers seeking quotes from carriers

Inspection Registry

Provides a structured record for documenting property or risk inspections, including written observations and photographic attachments linked to specific policy underwriting processes.

Key Features

  • Inspection documentation with image attachments
  • Observation logging linked to policy data
  • Risk assessment support for underwriting workflows

Target Users: Insurance brokers conducting pre-policy inspections

Proposals and Policies

Manages the creation of customer proposals and the full policy lifecycle, including endorsements and a complete event log for each policy record.

Key Features

  • Customer proposal creation and management
  • Full policy and endorsement lifecycle tracking
  • Per-policy event log for audit purposes

Target Users: Insurance brokers managing policy portfolios

Claims Management

Supports end-to-end claims handling by integrating policy data with claimant details, repair workshop coordination, and liquidator workflows.

Key Features

  • Policy-linked claims initiation and tracking
  • Workshop and repair provider coordination
  • Liquidator assignment and workflow management

Target Users: Insurance brokers managing claims on behalf of clients

Payments and Collections

Registers client payments, generates payment receipts, manages installment agreements, and tracks outstanding balances for broker accounting.

Key Features

  • Payment registration and voucher issuance
  • Installment and payment agreement management
  • Collections balance tracking

Target Users: Insurance brokers handling client billing and collections