End-to-end insurance broker management software: multi-client policy portfolio, AI quoting on 25+ carriers, native CRM, automated renewals, integrated back-office and regulatory compliance. One cloud platform that replaces 4-5 fragmented tools.
Insurance broker management software is the operating platform a multi-mandate broker uses to manage the policy portfolio, issue new contracts, track expirations and renewals, invoice commissions and maintain regulatory compliance. It replaces the combination of Excel sheets, legacy management systems, separate carrier portals, generic CRMs and digital signature tools with a single interface.
Aron broker management software is built for brokers working with multiple carriers: a broker accesses 25+ carriers (Allianz, AXA, Generali, Zurich, Lloyd's, Helvetia, Reale Mutua, Groupama and others) through a single login. Real-time multi-carrier quoting, digital issuance with qualified electronic signature, centralised expiry calendar and portfolio dashboard are native to the platform. No external integrations, no exports between systems.
Unlike traditional insurance management systems, Aron embeds artificial intelligence in everyday workflows: AI analyses the portfolio to surface cross-sell opportunities, generates personalised renewal communications, identifies clients at risk of cancellation 60/30/15 days before expiry and proposes concrete next steps. The broker decides, the software executes.
Everything brokers need to manage portfolios, issue policies and grow their business
The broker management software generates instant quotes on 25+ carriers: Allianz, AXA, Generali, Zurich, Lloyd's, Helvetia, Reale Mutua, Groupama, UnipolSai, Cattolica. Compare premiums, guarantees and deductibles in real time; send the digital signature link to clients; archive pre-contractual documentation automatically.
Insurance-native CRM built into the management software: client records, policy history, communications, operational notes, signed documents and expirations in a single card. Advanced filters by product, carrier, intermediary, geography, portfolio value. Automatic client segmentation by commercial priority.
The broker management software sends automatic renewal communications at D-60, D-30 and D-15 from expiry. AI identifies clients at risk of cancellation (drop in interaction frequency, negative events, premium above benchmark) and generates personalised renewal proposals via email or WhatsApp Business.
AI portfolio analysis for cross-sell and up-sell: the management software identifies coverage gaps per client (e.g. motor liability without collision, home without term life, professional without legal protection). Suggests the right product at the right moment based on profile, purchase history and demographic segment.
The Aron operational team issues policies on behalf of the broker, manages receipts, endorsements, substitutions, commission invoicing and mandate accounting. The broker focuses on client relationship and sales; the back-office is run by the software and the integrated Aron operational team.
Built-in regulatory compliance in the broker management software: automatic audit trail of every operation, digital complaints register compliant with IVASS Reg. 24, mandatory training log (60h biennial), GDPR consent tracking, automatic generation of pre-contractual documentation (DIP, additional DIP, IVASS annexes 3/4, intermediary disclosure).
The broker management software includes mandates on 25+ carriers. No direct agreement to sign with each carrier, no minimum volume commitment, no security deposit. The broker registers, completes KYC and starts quoting and issuing policies the same day. Commissions are paid directly by the carrier through Aron Srl.
Automation of renewals, back-office, invoicing and compliance in the broker management software frees up to 70% of the operational team's time. A broker handling 500 policies with 2 people can scale to 1,500 policies without new hires. Margin per policy rises, service quality improves.
Real-time broker portfolio dashboard: expirations at 90/60/30 days, renewal rate by product/agent/carrier, average premium, monthly and quarterly commission forecast, AI alerts on at-risk clients. Commercial and operational decisions based on data, not on gut feeling.
Complete audit trail, training log (60h biennial for the broker and collaborators), digital complaints register, GDPR consent tracking, 5-year archive of pre-contractual documentation: everything integrated in the management software and always inspection-ready. No Excel sheets, no shared folders, no regulatory risk.
Independent broker offices looking to consolidate fragmented tools (Excel, separate carrier portals, legacy management system, generic CRM) into a single platform. Aron replaces 4-5 systems with a single cloud-based insurance broker management software.
Brokers using traditional management systems (ISI, Pass, Wally, Tibss) and looking for a modern alternative with native AI, mobile-first design and carriers already integrated. Portfolio migration assisted by the Aron team.
Professionals opening or scaling a broker office. The Aron broker management software includes mandates on 25+ carriers, integrated regulatory compliance and training: fully operational from day one with no upfront investment.
Brokers focused on vertical niches (professional liability, cyber, D&O, events) who need a flexible management software, specialist products across 25+ carriers and configurable issuance workflows per product and client.
Yes. Aron includes access to mandates on 25+ carriers (Allianz, AXA, Generali, Zurich, Lloyd's and others). A broker can start quoting and issuing policies immediately through the management software, without direct carrier agreements.
Aron's insurance broker management software includes a native CRM: each client has a card with policy history, communications and notes. The centralised expiry calendar shows all portfolio expirations. AI identifies clients at cancellation risk and generates renewal proposals.
Yes. The software includes automatic audit trail, digital complaints register, updated pre-contractual templates, GDPR consent tracking and training log (60h biennial). All native in the management software — no separate compliance tool needed.
The Partner Network plan is free: the broker accesses the management software, mandates on 25+ carriers and the entire platform at no fixed cost. Aron monetises through commission sharing on issued policies. A Whitelabel plan is also available starting at €99/month, which includes the broker's brand on the management software, client portal and embeddable quoting widgets.
Activation in 24-48 hours: the broker completes the registration form, uploads the intermediary register entry, professional liability insurance and ID, and completes KYC. Once verified, the broker accesses the management software and mandates on 25+ carriers. For existing portfolios, migration (import of client records, in-force policies, expirations) typically takes 5-10 days with Aron team assistance.
Yes. The Aron broker management software supports portfolio import from Excel, CSV and the main legacy insurance management systems (ISI, Pass, Wally, Tibss). The Aron team assists the broker in field mapping, client deduplication and expiry reconciliation. Migration is included in the free Partner Network plan.
Aron is a cloud SaaS platform: no installation, no server to manage, no manual updates. The broker accesses it via browser from any device (desktop, tablet, mobile). Data is hosted in European data centres compliant with GDPR and IVASS Reg. 24 art. 30 on document retention.
25+ active partner carriers: Allianz, AXA, Generali, Zurich, Lloyd's, Helvetia, Reale Mutua, Groupama, UnipolSai, Cattolica, ITAS, Vittoria, Net Insurance, Tua, Genertel, Quixa, Verti, Linear, Direct Line and others. The list grows monthly. Aron adds carriers on broker request when the portfolio volume justifies it.