WEFI Broker
A connected platform for insurance brokers and intermediaries to manage customers, quotations, policies, renewals, commissions, documents and insurer relationships.
WEFI Broker gives brokers, agencies, bancassurance teams and intermediary networks one platform for CRM, policy lifecycle, commissions and underwriter connectivity — a single WEFI product, not the company's identity.
Overview
WEFI Broker provides a connected platform for insurance brokers and intermediaries to manage customers, quotations, policies, renewals, commissions, documents and insurer relationships, with the workflow and audit capabilities of WEFI Runtime underneath.
Features
CRM
Unified client, policy and renewal views across branches and product lines.
Quotations
Create, track and convert quotes with underwriter status in one place.
Policy operations
Binders, endorsements, renewals and full policy lifecycle control.
Renewals
Structured renewal workflows with reminders and tracking.
Commissions
Calculate splits, reconcile payouts and export finance-ready reports.
Documents
Capture, store and route policy documents and correspondence.
Insurer connectivity
Submit quotes, binders and endorsements with status tracking and document exchange.
Workflow
Tasks, SLAs and approvals across sales, operations and finance.
Benefits
Fewer handoffs
Reduce manual re-keying between sales, operations and underwriters.
Grow without chaos
Standardise processes as you open new branches or product lines.
Stay audit-ready
Role-based access, audit trails and exportable reports.
Use cases
- Independent insurance brokers scaling from single-office to multi-branch networks
- Corporate agencies managing commercial, motor, medical and employee benefits lines
- Bancassurance and bank insurance teams distributing insurance alongside credit
- Insurance networks and aggregators coordinating members and multiple underwriters
Integrations
Frequently asked questions
Related solutions
See WEFI Broker in action
Book a personalized demo with our product specialists — no obligation.