Corretagil

Cloud-based management platform for insurance brokerages in Brazil

Distribution & Sales Established Bootstrapped

Overview

Corretagil is a broker management platform for insurance brokerages (corretoras de seguros) in Brazil. Developed by Pinhao Tecnologia, it consolidates core brokerage workflows into a single browser-based application -- from prospect intake through commission reporting and client renewal management.

The platform provides lead routing with automatic reassignment, daily operations dashboards, contract and policyholder management, commission tracking by insurer or broker team, and client communications via SMS and email. Google Calendar synchronization and multi-branch support with role-based access controls allow teams across different offices to operate within a single system. The platform is available at no cost to brokerages.

Corretagil targets SMB insurance and benefits brokerages across Brazil. The company does not publish customer figures or investor information.

Products & Services

Corretagil Platform

A browser-based management system for insurance brokerages covering the full workflow from lead intake to commission settlement.

Key Features

Automated lead distribution with time-based reassignment to available team members
Commission tracking and reporting by insurer, broker, or team with automated report generation
Daily operations dashboard for expiring contracts, client anniversaries, and pending payments
Centralized SMS and email client communications
Google Calendar synchronization for scheduling management
Multi-branch support with role-based access controls
Customizable data fields, contract templates, and advanced search filters
Daily automated data backups delivered by email

Target Users: Insurance brokerages and benefits brokerages across Brazil