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The operating system for modern insurance brokers

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Insurance broker software | Broker management, claims & compliance - Assurtech AI

Assurtech AI is the insurance SaaS platform for modern brokers: policy management software, claims workflows, broker CRM, compliance controls, audit trails and explainable AI.

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Digital infrastructure designed for insurance brokers Built-in compliance: Regulation (EU) 2016/679 (GDPR), the EU AML/CFT framework, with EU-level AML/CFT responsibilities now carried by the Anti-Money Laundering Authority (AMLA), auditability Explainable AI with human validation Cloud-native architecture and interoperability Use cases grounded in broker operations Who is it for? Frequently asked questions about software for insurance brokers

Content

Native audit trail
Explainable AI
Human decision-making preserved
Audit-ready compliance research
Voice note to pipeline opportunity
What is the best software for insurance brokers?
How do insurance brokers digitise operations?
How can brokers improve claims management?
What CRM should an insurance broker use?
How can AI help insurance brokers?
Why does auditability matter in broker operations?
How can policy management be automated?
How can policies and claims be centralised on one platform?
Why replace fragmented systems in a brokerage?
How can a broker firm improve pipeline management?

Why now

The native SaaS infrastructure for modern insurance brokerage

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Assurtech AI — the SaaS infrastructure for modern insurance brokerage

A positioning page explaining why the convergence of regulatory pressure, software debt, document flows and governed AI makes change necessary now.

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Insurance brokerage is entering a new phase
A unified platform rather than a stack of solutions
Deliver faster. Evidence more easily. Steer with precision.
A platform designed for the realities of brokerage
An architecture designed to turn business flows into actionable intelligence
Concrete situations where the platform changes the game
More than software: a business infrastructure
Designed for insurance brokerage stakeholders
Building the next generation of insurance brokerage

Vision

From fragmented systems to digital infrastructure for insurance brokers

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Insurance broker platform vision | Digital infrastructure, compliance & AI

Our view of modern insurance broking: move from fragmented systems to a unified digital operating model with compliance, auditability, interoperability and explainable AI built in.

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A business that has become structurally complex Moving from tools to infrastructure Embedding compliance from the outset AI for assistance, not substitution Building a durable architecture A sector-specific ambition

Platform

A unified broker management platform built for control and scale

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Broker management software | Policies, claims, CRM & compliance

Assurtech AI is the insurance broker software platform for policy management, claims handling, broker CRM, document management, traceability, interoperability and explainable AI.

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Structuring the firm’s operations Policy management and lifecycle Claims handling Document management and version control Structured reference data: global and firm-specific AI assistance embedded in processes Traceability and logging Interoperability with insurance stakeholders Scalability and modularity Who is the platform for?

Use cases

Concrete use cases to measure operational impact

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Use cases | Assurtech AI

Concrete examples of platform usage: prospect meetings, claims, compliance and EDI flows.

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1. After a prospect meeting 2. Water damage claim – home insurance 3. "Does my policy cover theft without forced entry?" 4. EDI 500 feed – premium increase for a VIP client

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In these situations:

Explainable AI

Explainable AI that assists, not decides

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Explainable AI for insurance brokers | Governance, sources & human approval

Assurtech AI delivers explainable AI for insurance brokers: controlled RAG, cited sources, traceability, human approval, governance and measurable operational value.

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AI for assistance, not substitution The RAG mechanism: context-augmented retrieval Business knowledge graph: structuring reasoning Model and prompt governance Explicitly acknowledged limits Typical use cases

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1. Identifying the request
2. Searching within a controlled corpus
3. Contextualized generation
4. Output with sources
Versioning
Prompt governance
Logging
Human oversight
1. No autonomous decisions
2. Limited and controlled corpus
3. Human validation requirement
4. Transparency on scope

Technology

A cloud-native architecture built for resilience, scale and trust

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Insurance platform architecture | Cloud-native, secure and scalable

Assurtech AI delivers a cloud-native insurance platform architecture with modular services, APIs, EDI, secure infrastructure, resilience, logging and enterprise-grade scalability.

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Guiding principles Cloud infrastructure Application organisation Overall logical flow Application layer Data layer AI architecture Technical security Scalability and capacity to scale

Content

User interface
APIs and orchestration
Structured data
Document storage
Centralized logging
Integrated RAG mechanism
Business knowledge graph
Isolation of the AI service
Identity management
Protection of communications
Backups and resilience
Horizontal scalability
Regulatory adaptability

Compliance

Compliance, governance and security built in from day one

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Insurance compliance software | Governance, audit trail & access control

Assurtech AI delivers operational compliance for insurance brokers: audit trail, access control, data governance, evidence retention, logging and support for GDPR and AML/CFT requirements.

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A “by design” approach Systematic audit trail across actions Logging and retention Evidence preservation and auditability Personal data protection (Regulation (EU) 2016/679 (GDPR)) the EU AML/CFT framework, with EU-level AML/CFT responsibilities now carried by the Anti-Money Laundering Authority (AMLA) and structured controls IDD: evidence of the distribution journey and advice Information systems security AI governance Scalable compliance Continue reading

Content

Principle of data minimization
Security of personal data
Data subject rights
Governance of processing activities
Structuring of controls
Traceability of due diligence
Controlled cloud architecture
Access and entitlement management
Secrets and key management
Backups and continuity
Governance of uses
Versioning and historization
Transparency and limits

Our broker network

Access the Assurtech AI Broker Network

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Access the Assurtech AI Broker Network | Introductions & placement

Access the Assurtech AI partner broker network to place complex risks, respond to public tenders and grow your portfolio through qualified introductions.

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A network you can activate when the market becomes more demanding Why use our network? When should you use the network? Which firms is it for? How do introductions work? What your firm gains What makes our approach different Frequently asked questions Do you have a file to place or structure?

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Access to targeted expertise
Broader placement capacity
A stronger response on sensitive files
A structured, operational approach
Complex or technical risks
Public tenders
No direct access to certain markets
Commercial scale-up
Support you can activate when needed
Qualification of the matter
Selection of the right partner
Organization of the collaboration
Support through to placement
A network approach strengthened by technology
Business understanding
Qualified routing
Collaborative vision
Who is this service for?
Does the firm remain in contact with its client?
Do you only intervene on public tenders?
Is this simply a directory of partners?

Investors

Building category-defining infrastructure for insurance brokers

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Investors | Insurance software infrastructure for brokers

A scalable insurance SaaS platform for brokers with recurring revenue logic, built-in compliance and enterprise-grade architecture.

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A vast and structurally fragmented market A recurring challenge: regulatory and operational complexity One proposition: a unified insurance SaaS infrastructure Recurring SaaS business model Technical scalability Structural advantage: built-in compliance Explainable AI as a lever for controlled productivity Identified risks and structural responses Gradual European ambition Governance and execution discipline Additional information

Institutional pages

Careers

Building critical software infrastructure for insurance brokers

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Careers | Engineering & AI - Assurtech AI

Join a demanding technical team building insurance software: full stack .NET developers and data / AI engineers. Nearshore hub in Casablanca.

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A demanding environment
Developing a modular business architecture
Technical expectations
Cloud and engineering discipline
Designing explainable AI
Methodological rigor
A structured technical hub
Organisation and integration
Profiles sought
Full Stack Developers
Data / AI Engineers
Team culture
Apply

Contact

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Contact | Assurtech AI

Contact Assurtech AI for broker enquiries, investor conversations and career opportunities. Structured routing based on your request.

Content

Contact us
Investors
Brokers and firms
Careers
Contact form

Legal pages

Privacy

Privacy policy

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Assurtech AI privacy policy: data processing, Regulation (EU) 2016/679 (GDPR), cookies and your rights.

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1. Data controller
2. Nature of the data collected
3. Purposes of processing
4. Legal basis
5. Data recipients
6. Retention period
7. Security
8. Your rights
9. Cookies
10. Updates

Legal notice

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Legal notice | Assurtech AI

Legal notice for Assurtech AI: publisher, hosting, intellectual property.

Content

1. Site publisher
2. Publishing director
3. Hosting
4. Intellectual property
5. Liability
6. Personal data
7. Applicable law

Cookie policy

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Cookie policy | Assurtech AI

Assurtech AI cookie policy: use of strictly necessary cookies only.

Content

1. Use of cookies
2. Strictly necessary cookies
3. Legal basis
4. Retention period
5. Browser settings
6. Contact