Overview
Moshe is a Brazilian agency management software platform serving insurance brokerages, assessorships, and benefits agencies. The company develops an all-in-one system tailored to the Brazilian P&C and health insurance market, covering the full operational workflow of a brokerage from quote generation to policy management and commission settlement.
The platform is delivered as a SaaS solution with modular components including CRM, a multi-carrier quoting API, policy lifecycle management, financial reconciliation, and LGPD-compliant data handling. A REST Web-Service integration layer connects brokers directly to over 15 major Brazilian insurers for real-time quote calculations. Mobile applications for brokers and their customers extend the platform beyond the desktop.
With more than 40 years of operation, Moshe serves an established base of Brazilian brokerages ranging from automobile-focused corretoras to large benefits agencies. The company reports insurer integrations with carriers including Porto Seguro, Bradesco, Allianz, Itau, HDI, Mapfre, and Tokio Marine.
Products & Services
Moshe Management Platform
An integrated management system for insurance brokerages covering the full brokerage operation lifecycle.
Key Features
- CRM and sales funnel management with lead tracking and prospect pipelines
- Multi-Calculator API providing real-time quote connections to 15+ Brazilian insurers via REST Web-Service
- Policy management with renewal automation and customer tracking
- Automated commission processing, payment reconciliation, and financial analytics
- MosheZap customer service ticketing and WhatsApp-integrated support tools
- Business intelligence dashboards and operational reporting
- LGPD compliance tools including electronic signature capabilities
- Mobile applications for brokers and policyholders
Target Users: Insurance brokerages (corretoras de seguros), insurance assessorships, and benefits agencies in Brazil
At a Glance
- Headquarters
- Sao Paulo, Brazil
- Employees
- 51-200
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management System Multi-carrier Rater CRM Financial Management
- Insurance Verticals
- P&C Personal Health Group Benefits
- Target Customers
- Brokers, Agents/Agencies
Customers
- Asteca Corretora de Seguros
- Bagueira Corretora
- Minuto Corretora
- Mooz Assessoria
Similar Companies
-
ssoftfairInsurance distribution software for brokers, broker pools, and financial distributors in Germany
-
IMD.MitraAgency management platform for insurance brokers and agents in India
-
WWE4BrokerCloud-based broker management platform for insurance intermediaries
-
SegFlexNETCloud-based management software for insurance brokerages in Brazil -
Corretagem FacilBrokerage management and multi-insurer quote comparison platform for Brazilian insurance professionals
-
NetlevelAgency management and sales automation software for Italian insurance intermediaries
Last updated: 2026-07-08