Insurgo GmbH

What Insurgo GmbH does

Insurgo GmbH is a privately held German SaaS company headquartered in Berlin that provides a cloud-based Maklerverwaltungsprogramm (MVP) — a complete broker management platform — for small and mid-sized insurance brokers and financial services distributors operating primarily in the DACH region. The platform unifies customer, contract, damage, document, task, commission, and collections management in a single cloud application, and is delivered through a per-seat subscription priced at €89/user/month (annual) or €108/user/month (monthly) with a 12-month contract term.

The product architecture is modular, with a core platform and several add-on modules: Postfach Plus (AI-powered document classification and extraction across 30+ insurance document categories with human verification), Insurgo Agent (a proprietary in-product AI agent that executes routine broker tasks via chat or voice), Insurgo Sign (transaction-based digital signature), Insurgo Assist (generative AI writing helper), a white-label Customer App (4.8/5 stars, 200+ reviews), a web-based Customer Portal for commercial clients, Kanban boards, customer forms, and a commission and collections module. The platform integrates natively with BiPRO-Box for standardized insurer document exchange, broker pools (VEMA, germanBroker, Nafi, Blau Direkt Ameise, psponline), and productivity tools via Zapier (7,000+ apps), WhatsApp, Rapidmail, Dropscan, and Flixcheck.

Insurgo serves six target segments — private-client brokers, commercial/industrial brokers, specialty brokers, VEMA-affiliated brokers, pool brokers, and financial services distributors — via a hybrid go-to-market combining self-service demo discovery, consultative inside sales, paid acquisition (Google Ads, Meta), and a strong social-proof loop anchored by 900+ customer reviews and ProvenExpert ratings. Reported scale includes 800+ active broker customers and ~15 team members; no external funding, parent company, or subsidiary structure is disclosed, and ownership appears founder/management-controlled under Managing Director Yannick Leippold. The company does not disclose revenue, headcount growth, or ARR, and no material M&A, leadership changes, or restructuring events are documented in available sources.

Name

Insurgo GmbH

Legal name

Insurgo GmbH

Website

https://insurgo.de

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Insurgo GmbH provides a cloud-based insurance broker management platform (MVP) for German SMB insurance brokers and financial distributors, offering AI-powered document processing, an in-product AI agent, customer apps, and digital signatures across customer, contract, and damage workflows.

Ownership category

akta.pro rank

Product category

Insurance Broker Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

akta.pro secondary industry

Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK)

Keywords

• Insurance broker software
• Broker management platform
• Insurance document automation
• Policy administration software
• AI document processing

Headquarters

HQ city

Wiesbaden

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Core Software Subscription: Per-user SaaS subscription model with monthly (108€) or annual (89€) billing. Includes core MVP features: dashboard, customer/contract management, damage management, document management, tasks/calendar, permissions, customer app, and timeline.
2. Postfach Plus Add-on: AI document processing add-on at 99€ per company account per month. Includes 2,500 documents/year, with additional documents at 0.49€ each. Enables automated document classification and data extraction.
3. Insurgo Agent Add-on: AI agent access at 29€ per user per month. Enables AI-powered task automation within the MVP.
4. White-Label Option: White-label branding customization at 19€ per company account per month. Allows customization of application, portal, and customer app to company branding.
5. Digital Signature (Insurgo Sign): Transaction-based digital signing at 0.90€ per transaction. Integrated directly into the platform.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Insurgo GmbH provides a cloud-based Maklerverwaltungsprogramm (MVP, broker management program) software-as-a-service platform for insurance brokers in Germany. The platform centralizes customer, contract, and damage management; automates document processing through AI (Postfach Plus); executes routine broker tasks via an embedded AI agent (Insurgo Agent); provides integrated digital signatures (Insurgo Sign); and offers a white-label customer app and portal for end-customer self-service. The software is sold on a per-user subscription basis with separately priced AI and add-on modules.

Product overview

Insurgo GmbH offers Insurgo as a cloud-based, unified MVP (Maklerverwaltungsprogramm) platform for modern insurance brokers. The core platform provides customer and contract management, damage management, document management, task and calendar features, and a customer app portal. Add-on modules extend functionality: Postfach Plus (AI-powered document processing), Insurgo Agent (AI task execution agent), Insurgo Sign (digital signatures), Insurgo Assist (AI writing assistant), Kunden-App (mobile customer app), Kundenportal (commercial customer portal), White-Label customization, Boards (Kanban boards), Customer Forms, Commission Module, and Broker Collection module. The platform integrates natively with broker pools (VEMA, germanBroker, Nafi), insurance interfaces (BiPRO-Box, psponline), and productivity tools (Zapier with 7,000+ apps, Flixcheck, Rapidmail, WhatsApp).

Differentiator

Problem solved

Functional benefit

Products and services

• Insurgo MVP Platform Cloud-based SaaS broker management platform for German insurance brokerages, centralizing customer, contract, damage, document, task, and commission management. Sold on a per-user subscription at 108€/month (monthly) or 89€/month (annual), requiring a 12-month contract.
• Insurgo Agent Proprietary AI agent add-on for the Insurgo MVP that executes routine broker tasks (damage reporting, email management, master data maintenance) directly within the platform via chat or voice instructions, with user approval gates on critical operations. Priced at 29€ per user per month on annual billing.
• Postfach Plus AI-powered document processing add-on for the Insurgo MVP that automatically classifies, reads, and routes incoming mail and documents to the correct customers and contracts, with a human verification layer for accuracy. Priced at 99€ per company account per month, including 2,500 documents per year with additional documents at 0.49€ each.
• Insurgo Sign Digital signature capability integrated directly into the Insurgo platform that allows documents to be signed 100% digitally in seconds. Priced transactionally at 0.90€ per signed document on a pay-as-you-go basis.
• White-Label Option Customization add-on enabling insurance brokers to brand the Insurgo application, customer portal, and customer app with their own identity for a professional appearance. Priced at 19€ per company account per month.
• Kunden-App (Customer App) White-label mobile application for the end customers of insurance brokers using Insurgo, enabling them to view contracts and documents, submit damage claims with photos, accept quotes, and communicate via chat. Available on the Apple App Store and Google Play with a 4.8/5 star rating.
• Kundenportal (Customer Portal) Web-based portal for commercial insurance customers to view documents and contracts, submit damage claims, and track claim status, complementing the mobile Kunden-App.
• Data Migration Services Migration service supporting brokerages transitioning from 20+ legacy German MVP systems (including AMS 4, AMS 5, AMEISE/Blau Direkt, CODie, Vias, i-Planner), transferring customers, contracts, damage records, documents, commissions, templates, notes, tasks, and broker numbers. Offered at no additional cost for supported systems.

Quantifiable outcome

• Up to 80% reduction in administrative workload
• +5 more outcomes

Named customers9 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability8 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core.

• ZapiercoreTechnology or IntegrationZapier integration enables connection to over 7,000 external applications, allowing customers to create automated workflows between Insurgo and their other business tools.
• VEMAcoreTechnology or IntegrationDirect integration with VEMA broker network, enabling VEMA brokers to use Insurgo as their MVP while maintaining VEMA service benefits.
• Blau Direkt (Ameise)coreTechnology or IntegrationData migration support and integration with Blau Direkt's Ameise system. Full migration path available for Ameise users switching to Insurgo.
• BiPROcoreTechnology or IntegrationBiPRO standard integration for document exchange with insurance companies. BiPRO-Box included for automated document retrieval.
• assfinet (AMS4, AMS5)coreTechnology or IntegrationComplete data migration support from assfinet's AMS4 and AMS5 systems, two widely-used German insurance broker management systems.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• assfinet GmbH: assfinet is the dominant German insurance broker management software vendor, with its AMS4/AMS5 platforms serving as the primary migration-from source for Insurgo. Both companies offer SaaS-based Maklerverwaltungsprogramme for the same broker customers, making assfinet Insurgo's most direct incumbent competitor.
• Blau Direkt GmbH: Blau Direkt operates the Ameise broker management platform and a major broker pool in Germany. It competes head-on with Insurgo for insurance brokers seeking an integrated pool-and-MVP solution and is one of the named migration sources Insurgo supports.
• Softfolio GmbH: Softfolio is a German cloud-based insurance broker management software provider serving small and mid-sized brokers. It targets the same customer segment as Insurgo (Privatkunden- and Gewerbemakler) with a comparable SaaS MVP offering.
• i-Planner GmbH: i-Planner is a long-standing German insurance broker management solution explicitly listed among the legacy systems Insurgo migrates customers from. It serves the same broker vertical with similar document and policy management functionality.
• PlusForta GmbH: PlusForta provides financial product administration and broker back-office software in the DACH region. It competes with Insurgo for financial distributors and brokers seeking flexible SaaS-based product management.
• CODie (VIAS / mgm): CODie is a German insurance broker administration platform explicitly referenced in Insurgo's supported migration paths. It serves insurance brokers with similar MVP capabilities and competes in the same tender evaluations.

Broad incumbents

• Element Insurance AG: Element Insurance is a Frankfurt-based digital insurance enabler / MGA-as-a-Service platform with broader carrier-facing capabilities. It operates in the German insurance technology ecosystem and overlaps with Insurgo's automation and broker enablement themes, though its product focus is on underwriting-as-a-service rather than broker management.
• Getsafe GmbH: Getsafe is a well-funded German insurtech building digital insurance products with embedded AI and customer-facing apps. While more consumer-facing than Insurgo, it competes for the same insurance talent pool and signals investor appetite in the German insurtech category that could pressure Insurgo's positioning.

Emerging players

• Finanzchef24 GmbH: Finanzchef24 is a German digital insurance platform for SMEs and commercial customers with a broker-style distribution model. It represents an emerging digital-native competitor targeting adjacent insurance customer segments that overlap with Insurgo's commercial broker offering.
• McCloud (InsurTech Ventures): McCloud is a European/insurance-focused SaaS marketplace and automation platform targeting brokers and insurers with no-code workflow tools. It overlaps with Insurgo's Postfach Plus and workflow automation themes from an emerging-player angle in the same European insurance tech ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/yannick-leippold

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insurgo GmbH