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Insurgo

Cloud-based broker management software for German insurance brokers

Distribution & Sales Growth Acquired
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Overview

Insurgo is a cloud-based broker management platform (Maklerverwaltungsprogramm) built exclusively for insurance brokers and financial service providers in Germany. The platform covers the full administrative lifecycle for small to medium-sized brokerages, including document management, digital signatures, automated workflows, and a customer-facing contract management app. The company serves segments spanning private customer, commercial, industrial, specialty, VEMA, and pool brokers.

The core platform is delivered as SaaS and integrates AI automation across several functions: incoming documents are classified and routed automatically, routine office tasks such as damage reports and data maintenance are handled by an AI agent, and digital signatures are embedded throughout. The platform connects to over 7,000 external tools via built-in integrations, enabling brokers to operate without manual data re-entry.

Founded in 2016 by Yannick Leippold, Insurgo was acquired by BID Equity Fund III in August 2025. The company has grown its customer base to include multiple German brokerages and reported record webinar attendance of over 450 insurance brokers in January 2026 for the launch of its AI agent feature.

Products & Services

Insurgo Platform (Maklerverwaltungsprogramm)

Core broker management system providing end-to-end administration for insurance brokers, including contract management, commission tracking, billing, client records, and a central task dashboard.

Key Features

  • Central dashboard with key metrics and task overview
  • Commission tracking and billing management
  • Dynamic email and letter templates
  • Kanban boards for project and task organization

Target Users: Insurance brokers and financial service providers in Germany

Insurgo Agent

AI-powered automation tool that handles routine office tasks including damage reports, email dispatch, and data maintenance. Attracted over 450 brokers to its January 2026 product webinar.

Key Features

  • Automated damage report processing
  • Email dispatch automation
  • Data maintenance workflows
  • AI-driven task handling

Target Users: Insurance brokers seeking to reduce administrative workload

Postfach Plus

Automated document classification and routing system powered by AI. Processes incoming documents from the digital mailbox and assigns them to the appropriate clients and contracts.

Key Features

  • Automatic document classification using AI
  • Routing to correct customer and contract records
  • Integration with digital mailbox for document capture
  • Data extraction from insurance documents

Target Users: Insurance brokers managing high volumes of incoming correspondence

Kunden-App (Customer App)

Customer-facing mobile application enabling policyholders to view contracts, request quotes, report damage, and self-serve risk and damage reporting.

Key Features

  • Contract and policy overview for policyholders
  • Quote requests
  • Damage reporting
  • Risk and damage self-service forms

Target Users: Insurance brokers deploying a branded client engagement channel

Insurgo Sign

Digital signature functionality integrated into the broker management workflow, enabling electronic signing of documents and forms.

Target Users: Insurance brokers requiring compliant electronic signatures

At a Glance

Founded
2016
Headquarters
Berlin, Germany
Employees
11-50
Funding
Acquired

Category & Focus

Category
Distribution & Sales
Subcategories
Broker Management Document Management Digital Workflows
Insurance Verticals
P&C Personal P&C Commercial Life & Annuity
Target Customers
Brokers, Agents/Agencies

Customers

  • Riederer Versicherungsmakler GmbH
  • DEBAU
  • Karl Burkle GmbH
  • GELBESTREIFEN (Chemnitz)
  • Wolf Assekuranz

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Last updated: 2026-07-02