Moltrio

ERP management platform for insurance brokers and health plan consultants in Brazil

Core Administration Established Bootstrapped

Overview

Moltrio is a cloud-based ERP management platform built for insurance brokers and health plan consultants operating in the Brazilian market. The system centralizes core broker operations including sales pipeline management, commission tracking, and corporate benefits contract administration.

The platform delivers a fully online suite covering sales workflow, automated commission calculations, client and HR self-service portals, and analytics dashboards. It integrates with external systems to automate routine processes and supports the full lifecycle of collective insurance and corporate benefits management -- from health and dental plans to life insurance contracts.

Founded in 2007, Moltrio has established a presence in the Brazilian insurance management software segment, serving brokers ranging from smaller independent operations to larger corporate benefits consultancies. The company reports approximately 46 employees and focuses its commercial efforts on collective insurance and group benefits segments within Brazil.

Products & Services

ERP Management System

Moltrio's core product is a cloud-based enterprise resource planning platform designed specifically for insurance brokers and benefits consultants. It manages sales pipelines, commissions, and broker operations within a single online environment.

Key Features

Sales pipeline tracking and management
Automated commission calculation across multiple insurance products
Corporate benefits contract management (health, dental, life)

Target Users: Insurance brokers and health plan consultants in Brazil

Client & HR Portals

Dedicated self-service portals allow clients and HR departments to access benefits information and manage plans without direct broker involvement.

Key Features

Client self-service access to benefits data
HR portal for corporate benefits plan management
Reduced manual broker intervention in routine requests

Target Users: Corporate HR departments and employer clients of brokers

Analytics & Dashboards

Strategic reporting tools provide brokers with visibility into business performance and market metrics.

Key Features

Performance tracking dashboards
Market trend monitoring
Key business metric reporting

Target Users: Insurance brokers and consultancy managers

At a Glance

Founded: 2007
Headquarters: Sao Paulo, Sao Paulo, Brazil
Employees: 11-50
Funding: Bootstrapped

Category & Focus

Category: Core Administration
Subcategories: Agency Management Commission Management Corporate Benefits Administration
Insurance Verticals: Health Group Benefits Life & Annuity
Target Customers: Brokers, Agents/Agencies