Aggregators and online portals
Aggregator and online-portal channels as part of the same broking workflow.
PraktoraWeb · Insurance broking management · Cloud
Every part of the broking business, in one cloud system.
PraktoraWeb is cloud-based management software for insurance brokers and agencies. It covers the business from the first lead to the settled claim: broking workflows, claims linked to accounts, finance and billing, reconciliation, document management and dashboards. Built from twenty years of working with brokers across the Middle East and India.
- Working with brokers20+ years
- DeploymentCloud
- Lines of businessMotor · Medical · Marine · Travel · Home · Corporate
- Represented inIndia · Middle East
Who it is for
Built for every kind of broking business.
One platform, configured to the way each business places, services and settles.
Retail broking
Retail and SME broking workflow across motor, medical, travel, home and other personal lines.
Large corporate brokers and MNCs
Corporate broking workflow, group policies, and claims linked to accounts.
Individual life insurance and investment
Individual policies and the workflow around them.
Re-insurance broking
Facultative and treaty business.
Insurance consulting
A consulting revenue model, with the same documents, procedures and workflow.
Why PraktoraWeb
The insurance market has changed faster in the last few years than in the twenty before.
Broking businesses need automation, clean data flow and efficient workflow to keep up. PraktoraWeb was built for exactly that: the business process runs in the system, so the team re-keys less and the data stays accurate from enquiry to claim.
- Retail, SME and corporate broking on one platform, across general, motor, life and other lines.
- Consulting or commission revenue models; group and individual policies.
- Claims linked to accounts, with finance, billing and reconciliation in the same system.
- Documents, email and approvals where the work happens, not in a separate tool.
Features and modules
Leading the broking business onto one digital platform.
CRM
Customer, agent, insurance company and vendor records in one place.
Aggregators
Aggregator and online-portal channels.
Email & Documents
Gmail and Office 365 integration; documents bound to the policy, claim or invoice.
Broking & Placements
Retail, SME and corporate workflows; group and individual policies.
Finance & Accounting
Finance and billing, reconciliation, consulting or commission models.
Operation Procedures
Built-in workflow procedures for how the business runs.
Connectivity
Integration with HR and payroll for your own team.
Alerts & Approvals
Alerts and approvals along the workflow.
Claims
Claim processing with a direct link to accounts.
Regulators
Production and compliance reports.
Documents and email
The paperwork stays attached to the work.
Document management with scan and barcode
Scan hard copies, barcode them, and bind each document to its policy, claim or invoice so it is found where it belongs. Built-in word processing and spreadsheet tools save licence costs.
Email integration with Gmail and Office 365
Mail flows in and out of the workflow with the mailbox you already use.
What customers say
In their words.
To support our continued growth, we needed a single platform that would help standardise and consolidate all our workforce-related processes and data. PraktoraWeb gave us this platform!
See it working
Watch the product walkthrough, then book a demo on your own lines.
A short video shows the workflow from enquiry to policy to claim. A live demo goes further: bring your lines of business and the way you place and settle today.
Partners
Sold through partners who know insurance.
PraktoraWeb is represented in the Gulf by Logos Technologies LLC, and we are looking for sales partners in the USA, Europe, APAC and the Middle East.
01
Sales partners
Do you know the insurance domain and have IT experience? Represent PraktoraWeb in your market; commission and terms are agreed when you apply.
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Middle East: Logos Technologies LLC
1208, B2B Towers, Marasi Drive, Business Bay, Dubai. sales@praktora.com
See it on your own book of business