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Industry · Insurance

Broker management that turns paper into data

Portfolios, contracts, commissions and claims in one system, with AI that reads policies and documents automatically. BiPRO and GDV interfaces included. From the practice of an insurance broker.

The challenge

From document chaos to a clean portfolio

Insurance is document-heavy: policies, endorsements, claims, commission. Our AI extracts the relevant fields automatically and files them cleanly in the portfolio. Commission accounting and BiPRO/GDV connectivity are built in.

Because insurance data is especially sensitive, everything runs GDPR-compliant on our own servers in Germany, no policy scan ends up in a US cloud. A cited AI research function answers questions across your whole portfolio with sources, and advice documentation and claims workflows are stored audit-proof.

  • AI document import (policies, endorsements)
  • Commission accounting
  • BiPRO/GDV interfaces
  • Claims & advice workflow (GDPR)
Beyonetix
VERSICHERUNG

What we deliver

Building blocks for brokers & MGAs

Portfolio & contract management Customers, contracts, lines, in one place.
AI document import Read and assign policies automatically.
Commission accounting Commission transparent, traceable, correct.
BiPRO & GDV Standard interfaces to insurers.
Claims & advice Workflows with advice documentation.
AI assistance Answers and research across your portfolio.

From document backlog to an audit-ready book of business

Broker administration rarely fails for lack of data. It fails because the data sits in PDFs, email attachments and scans. We read these documents with AI models we operate ourselves and turn policies, lines of business, carriers, premiums and deadlines into a structured book of business. Every extracted value stays linked to its source page. The result is a traceable, verifiable record rather than another opaque database.

Market interfaces are part of the build. Through BiPRO standards for claims and tariff data and the German GDV data format, we synchronise portfolios with carriers and pools. Commission and brokerage reconciliation compares expected and received amounts per contract and surfaces discrepancies before they become losses.

Your claims and advisory workflows run on this foundation. A citation-grounded query answers questions across the entire portfolio: which contracts expire, where documentation is missing, which client is underinsured. Each answer names the document it relies on. Insurance data is highly sensitive, so everything runs on our own servers in Germany, under GDPR, without US cloud services.

  • Automated document import for policies, endorsements and claims files
  • Portfolio management by line of business, contract and carrier, source-linked
  • Commission and brokerage reconciliation with discrepancy checks
  • BiPRO and GDV interfaces to carriers and pools
  • Citation-grounded portfolio research for brokers and MGAs

Frequently asked

Industry questions

Do you read policies automatically?

Yes, our document AI extracts fields and assigns them to the contract.

Do you support BiPRO/GDV?

Yes, with standard interfaces to insurers.

ERP, tailored

Modules we combine for Insurance

Industry building blocks plus core modules, all in one system instead of five silos. Put together your selection in the configurator and receive a quote within 24 hours.

Policy & portfolio management Policies, lines and insurers as a clean broker portfolio.
BiPRO & VEMA import Documents and transactions flow into the right file automatically.
Commission clearing Reconcile commissions, spot differences, settle intermediaries.
Advisory documentation Advisory records compliant with German VVG, signed and archived digitally.
Policy-wording AI Search and compare policy wordings with AI, every answer with its source.
CRM & sales Leads, opportunities and customer history in one place, with a clean pipeline.
Quotes & orders From quote to invoice without media breaks, including price lists and discounts.
Purchasing Purchase orders, supplier pricing and goods receipt with clear approvals.
Inventory & logistics Stock, lots and barcode scanning, multiple warehouses included.
Accounting, GoBD & DATEV German accounting with chart of accounts, GoBD-compliant filing and DATEV export.
Projects & timesheets Tasks, milestones and tracked hours, ready for billing.
HR & payroll Employee files, leave, attendance and payroll in one system.
Documents & data room Digital files with AI classification, full-text search and a protected data room.
Helpdesk & tickets Customer requests as tickets with teams, deadlines and a customer portal.

Let's talk about your industry

Concrete, with an eye on your processes.