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ebroker

ERP and SaaS platform for insurance brokers and mediators

Core Administration Established Bootstrapped
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Overview

ebroker is a broker management system and SaaS ERP platform designed for insurance brokers and mediation companies in Spain and Latin America. The company provides an integrated suite covering policy management, claims processing, client relationship management, accounting, regulatory compliance, and insurer connectivity for independent brokerage firms.

The platform is delivered as a cloud-hosted SaaS solution built on a distributed microservices architecture with a REST API layer for insurer integrations. Its Merlin multi-tariff engine connects brokers to more than 25 insurance carriers, enabling automated quote comparison and contracting workflows. The broader ERP includes business intelligence dashboards, workflow automation, electronic signatures, and mobile applications for both brokers and their clients.

Formally incorporated as ebroker Insurance Technologies S.A. in January 2024 after operating for over two decades under the E2K cooperative, the company serves more than 700 insurance mediation firms across Spain. In 2025 ebroker received the Premio Impulso TIC in the Organization category, recognizing its role in digitalizing the Spanish insurance mediation sector.

Products & Services

ebroker ERP

Comprehensive ERP for insurance brokerage management covering policy administration, receipt management, claims processing, customer management, accounting and financial management, workflow automation, regulatory compliance, and business intelligence reporting.

Key Features

  • Policy and receipt lifecycle management
  • Claims processing and tracking
  • Integrated accounting and financial management with KPI dashboards
  • Regulatory compliance tools for Spanish insurance mediators

Target Users: Insurance brokers and mediation companies

Merlin (Multitarificador)

Multi-tariff comparison engine integrated within the ebroker ERP or available as a standalone solution. Connects to more than 25 insurance carriers to enable quote comparison and contracting automation.

Key Features

  • Real-time pricing comparisons across 25+ carriers
  • Automated offer generation and contract workflows
  • Standalone or ERP-integrated deployment

Target Users: Insurance brokers seeking carrier comparison and contracting tools

ebroker Web Services (API Layer)

REST API middleware enabling integration between external systems and the ebroker platform. Facilitates real-time data exchange with insurers and third-party service providers.

Key Features

  • REST API for carrier and third-party integrations
  • Real-time information exchange with insurers
  • Supports custom application development against ebroker data

Target Users: Insurers and software developers integrating with broker workflows

ebroker Mobile

Broker-facing mobile application for iOS and Android providing portfolio access, customer management, and commercial agenda from mobile devices.

Key Features

  • Portfolio and customer inquiry from mobile
  • Direct client calls and messaging
  • Commercial agenda management

Target Users: Insurance brokers on mobile devices

Mi Corredor App / eCliente

Client-facing applications (mobile and web) allowing policyholders to access their policies, receive notifications, report claims, and communicate with their broker directly.

Key Features

  • Policyholder policy access and notifications
  • Online claims declaration
  • Direct broker communication channel

Target Users: Insurance policyholders managed by ebroker-using brokers

BI PRO

Business intelligence module delivering advanced dashboards and real-time analytics across key brokerage performance indicators.

Key Features

  • Real-time KPI dashboards
  • Advanced analytics and reporting
  • Cross-portfolio performance tracking

Target Users: Brokerage management and operations teams