DORI
Cloud-based CRM and broker management platform for professional insurance distributors in Belgium.
Overview
DORI is a cloud-based SaaS platform designed for professional life insurance distributors (brokers) in Belgium. The platform consolidates commercial, administrative, and compliance workflows into a single tool, enabling broker offices to manage client relationships, regulatory obligations, and document workflows without relying on multiple disconnected systems.
The platform delivers its core functionality as a modular SaaS product accessible across devices, covering CRM, regulatory compliance (MiFiD and IDD), digital identity reading (Belgian eID), document management, digital signing, client portals, and wealth analysis. The software is developed and maintained by Metanous Insurance (Nazareth-De Pinte, Belgium), with the operating entity Kundec BV. DORI emerged from internal tooling built for Octavio, an insurance broker office, before being commercialized following interest from peer brokers.
As of 2024, DORI serves 1,200+ monthly active users (brokers and end customers combined) and reaches 100,000+ end customers through its partner broker network. The company is bootstrapped and carries zero debt, with growth driven entirely organically. Expansion beyond the traditional insurance broker market into law firms and notaries is underway.
Products & Services
CRM Module
Customer relationship management with full contact lifecycle management, product-linked client profiles, and multi-device access. Tracks life insurance portfolios for each client.
Key Features
- Client profile management linked to insurance products
- Multi-device cloud access
- Integration with Belgian eID for automated data entry
Target Users: Insurance broker offices
Zorgplicht (MiFiD & IDD Compliance)
Regulatory compliance documentation and proof management for MiFiD and IDD obligations, including Know-Your-Customer workflows and automated audit trails.
Key Features
- Risk profile classification (defensive, balanced, dynamic)
- Automated email notifications for compliance events
- Complete audit trail for regulatory review
Target Users: Insurance brokers subject to Belgian MiFiD/IDD regulations
Klantenportaal (Client Portal)
Self-service portal for end-clients, providing secure access to policy summaries, identity documents, and contracts.
Key Features
- Secure client access to policy and document data
- Permission controls for sensitive documents
- Mobile-responsive design
Target Users: Broker clients (end-customers)
Vermogensanalyse (Wealth Analysis)
Goal-based financial planning and portfolio analysis module for insurance brokers.
Key Features
- Client portfolio dashboards
- Annuitant analysis (Renteniersanalyse)
- Asset management overview (Vermogensbeheer)
Target Users: Insurance brokers managing client investment and life insurance portfolios
Documentenbeheer & Digitaal Ondertekenen (Document Management & Digital Signing)
Centralized document storage, generation, and electronic signature workflows integrated into broker operations.
Key Features
- Document generation and organization
- Digital signing capability
- Centralized document repository
Target Users: Broker office staff
eID Inlezen (Digital ID Reading)
Reads Belgian electronic identity cards in seconds, linking data automatically to the CRM to eliminate manual entry errors.
Key Features
- Belgian eID card reading integration
- Automatic CRM data population
- Error reduction in client onboarding
Target Users: Broker office staff
Rapportering (Reporting & Analytics)
Custom reporting dashboards for portfolio analysis, compliance assessment, and business filtering.
Key Features
- FiMiS-survey dashboards
- Risk assessment reporting
- Business filtering and portfolio analytics
Target Users: Broker principals and compliance officers
GDPR & Anti-Money Laundering
Risk analysis grid and KYC workflow for client risk categorization, supporting GDPR and AML compliance requirements.
Key Features
- Client risk categorization grid
- AML/KYC workflow compliance
- GDPR data handling built-in
Target Users: Insurance broker compliance officers
AI Tools
AI-powered document recognition, data classification, and smart reminders, delivered as part of the 2024 product roadmap.
Key Features
- Automated document recognition
- Data classification
- Smart reminders
Target Users: Insurance broker offices
At a Glance
- Founded
- 2018
- Headquarters
- Vurste (Ghent region), Belgium
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Core Administration
- Subcategories
- CRM Compliance & Regulatory Document Management Customer Engagement
- Insurance Verticals
- Life & Annuity
- Target Customers
- Brokers, Agents/Agencies
Customers
- Octavio (co-founder's insurance broker firm)
- Plusassur
- Feax
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Last updated: 2026-06-25