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Koala Broker

Insurance management software built by brokers for brokers.

Core Administration Established Bootstrapped
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Overview

Koala Broker is an insurance agency management software platform for independent brokers and agencies in Italy. Founded in 2009 by insurance professionals Nicola Terracciano and Mario Sarnelli, the company delivers a comprehensive system covering client management, policy tracking, claims handling, accounting, and marketing -- all tailored to the workflows of Italian insurance intermediaries.

The platform is available as a desktop application, a cloud-based web application, and a mobile app, giving brokers flexibility to work from office or in the field. A distinguishing feature is "Il Metodo" (The Method), a six-step onboarding process that configures the software to match each agency's existing workflows. Integrations include Lloyd's DOPRINT for automated policy issuance, electronic invoicing (fatturazione elettronica) for Italian regulatory compliance, and PayPal for online payment processing.

Koala Broker has operated profitably since 2009 without external funding, serving thousands of daily users across solo practitioners and larger brokerage networks throughout Italy. Customer testimonials cite measurable outcomes including significant reductions in paper usage and increases in contract renewals. The platform carries a 4.3/5 rating on Trustpilot.

Products & Services

Koala Broker Management Platform

A comprehensive insurance management system for brokers and agencies, available as a desktop application, web application, and mobile app.

Key Features

  • Client and policy lifecycle management with expiry alerts and renewal tracking
  • Claims management with automated status updates and client communications
  • Integrated accounting and electronic invoicing (fatturazione elettronica)
  • Document management with digital signature and paperless workflow support
  • Marketing and client segmentation tools for retention and growth
  • Lloyd's DOPRINT integration for automated policy issuance
  • Online payment processing via PayPal and other providers

Target Users: Independent insurance brokers, brokerage agencies, and sub-agents in Italy