# BrokerOne

> Le courtier augmente par l'IA \-\- an AI platform augmenting independent insurance brokers with eight specialized compliance and productivity agents\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Compliance & Regulatory |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | Belgium |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Bootstrapped |

## Overview

BrokerOne is a compliance and productivity SaaS platform for independent insurance brokers in Belgium and France. The platform delivers eight AI agents that automate regulatory obligations under the IDD (Belgium/FSMA) and DDA (France/ACPR) frameworks, covering duties of advice, complaint management, GDPR compliance, and claims preparation.

The platform is delivered as a multi-agent SaaS with native connectors for leading Belgian broker CRMs -- Brio (Portima) and BrokerCloud -- as well as Microsoft 365/Outlook and Gmail. Each AI-generated document requires mandatory broker validation before any action is taken, a design principle the company describes as the assistant prepares, the human validates. The platform was founded by Bruno Lambotte, who has over 30 years of experience in brokerage, insurance, and compliance.

BrokerOne was publicly launched at the Vivium Digital Awards in June 2026, where it was a finalist for the Insurtech Award. The platform targets independent brokers (courtiers independants) in French-speaking markets and is priced at EUR 120 per user per month with volume discounts for multi-user offices.

## Products & services

### Dispatcher Agent

Email classification engine that routes inbound broker emails into five categories: complaints, GDPR requests, insurance needs, ambassador opportunities, and neutral messages, then routes each to the appropriate downstream AI agent.

**Key features:**

- Five\-category inbound email classification
- Automated routing to specialized downstream agents
- Microsoft 365/Outlook and Gmail connectors

*Target users:* Independent insurance brokers

### Sentinel Agent

Complaint management and GDPR compliance module covering FSMA/Ombudsman requirements in Belgium and equivalent French regulatory obligations.

**Key features:**

- FSMA/Ombudsman\-compliant complaint handling workflow
- GDPR data subject rights request management with pre\-filled templates
- Automated regulatory audit trail for ACPR and FSMA

*Target users:* Independent insurance brokers operating under Belgian and French regulation

### Augmented Agent

Advisory duty formalization module covering the IDD/DDA obligation across 15 insurance product branches, generating compliant advisory documentation for broker sign-off.

**Key features:**

- Auto\-diagnosis of client needs across 15 insurance branches
- Compliant advisory document generation \(duty of advice / devoir de conseil\)
- Mandatory broker validation gate before document issuance

*Target users:* Independent brokers in Belgium \(IDD/FSMA\) and France \(DDA/ACPR\)

### Checkup Agent

Portfolio analysis tool that evaluates coverage completeness and identifies protection gaps across a broker's client book.

**Key features:**

- 360\-degree portfolio coverage scoring
- Gap detection and audit report generation
- Triggers for proactive client outreach via Connect Agent

*Target users:* Independent insurance brokers managing multi\-product client portfolios

### Advice Agent

Customer review and sentiment management module that segments clients and supports ambassador programs.

**Key features:**

- Customer review collection and sentiment analysis
- Client segmentation \(satisfied, at\-risk, ambassador\)
- Targeted follow\-up workflow management

*Target users:* Independent insurance brokers

### Claims Agent

Claims declaration analysis and preparation module that extracts key data and structures claim files for broker submission.

**Key features:**

- Incoming claim notification analysis
- Structured claim file preparation with extracted data
- Mandatory broker validation before submission

*Target users:* Independent insurance brokers handling claims on behalf of clients

### Connect Agent

Multi-channel marketing and communication tool enabling targeted outreach based on portfolio gap data from the Checkup Agent.

**Key features:**

- Social media distribution and email campaign management
- Segmentation driven by Checkup Agent gap data
- Coordinated multi\-channel client communication

*Target users:* Independent insurance brokers running client retention campaigns

### Transcript Agent \(Add\-on\)

Optional call compliance module integrating with the Leexi transcription platform to analyze recorded broker calls for IDD/DDA regulatory compliance.

**Key features:**

- Automated call compliance analysis via Leexi integration
- Regulatory data extraction from call recordings
- IDD/DDA compliance documentation generation

*Target users:* Brokers using Leexi for call recording in regulated advice workflows

### BrokerOne Consulting

Three-phase consulting service for brokers adopting AI: Expert Audit (assesses AI implementation potential), Insurtech Integration (4-week pilot deployment), and Project Management (team training and full deployment).

**Key features:**

- Expert Audit at EUR 890 base price
- 4\-week pilot deployment for Insurtech Integration phase
- Full change management and team training

*Target users:* Independent brokerage offices evaluating AI adoption

## Category & focus

- Subcategories: Regulatory Compliance, Document Management, Customer Engagement
- Insurance verticals: P&C Personal, P&C Commercial, Specialty/E&S
- Target customers: Brokers

## Notable customers

- No publicly named customers at launch

## Links

- Website: <https://brokerone.insure>
- Directory profile: <https://insurtechlist.com/companies/brokerone/>
- Partners: <https://brokerone.insure/partners.html>
- Ecosystem: <https://brokerone.insure/ecosysteme.html>
- Consulting: <https://brokerone.insure/consulting.html>
- Free audit: <https://audit.brokerone.insure/>
- Login/cockpit: <https://cockpit.brokerone.insure/>

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*Last updated: 2026\-06\-25*
