Brokinsoft

Name

Brokinsoft

Legal name

Brokinsoft SA

Website

https://brokinsoft.ch

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Insurance Brokerage Software

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)

akta.pro primary industry

Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)

Keywords

• Insurance broker software
• Policy administration software
• OCR document scanning
• Insurance billing software
• Customer web portal

Headquarters

HQ city

Sion

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations

Revenue model

1. Software Licensing/Subscription: Brokinsoft generates revenue through licensing their software suite (Brokin, BrokinScan, Brokinweb, Appels d'offres, Products and Billing modules) to insurance brokerage firms in Switzerland. The software is sold as integrated modules, with the core Brokin module being the base offering and additional modules available as add-ons.
2. Professional Services: The company offers comprehensive consulting, programming, assistance, and training services alongside their software products. These services complement the software offerings and provide additional revenue streams through implementation, customization, and ongoing support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Brokinsoft provides modular insurance brokerage management software for Swiss insurance brokers. The platform includes core policy administration (Brokin), OCR document intelligence (BrokinScan), customer portal (Brokinweb), tender management (Appels d'offres), and product/billing modules (Produits et facturation). The company also delivers related professional services including consulting, programming, assistance, and training, along with data analysis, software development, AI, and cloud solutions.

Product overview

Brokinsoft offers a modular insurance broker software platform consisting of a core product (Brokin) plus specialized add-on modules. Brokin serves as the central management module providing essential broker functions including customer management, contract handling, claims processing, and document management. The modular architecture includes BrokinScan for OCR document intelligence, Brokinweb for client/broker web portal access, Appels d'offres for tender management, and Produits et facturation for insurance product development and billing. The platform is specifically designed for Swiss insurance brokers with integrations to Sobrado/Ecohub, Lloyd's, Taxware, and accounting software.

Differentiator

Problem solved

Functional benefit

Brands

• Brokin: The basic module for a successful insurance broker - core management tool providing 360° vision of customers with essential broker functions including client/company/contract management, claims handling, document management, and process automation.
• BrokinScan
• Brokinweb
• Appels d'offres (Calls for tenders)
• Produits et facturation (Products and billing)

Products and services

• Brokin
• BrokinScan
• Brokinweb
• Appels d'offres
• Produits et facturation
• Conseil, Programmation, Assistance et Formation

Quantifiable outcome

• 1000+ users across 100+ brokerage firms
• +2 more outcomes

Named customers9 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Sobrado/EcohubcoreTechnology or IntegrationIntegration partnership with Sobrado/Ecohub for data exchange. Ecohub integration enables importing premiums, brokerages, and summons data directly into Brokinsoft systems, streamlining broker workflow by eliminating manual data entry.
• Lloyd'scoreTechnology or IntegrationIntegration with Lloyd's insurance market, one of the world's largest insurance and reinsurance markets. Brokinsoft supports Lloyd's product management and official statements for London and Zürich locations.
• ProxymeteecoreTechnology or IntegrationDevelopment partner for BrokinScan OCR document scanning module. Proxymetee collaborated on the on-the-fly document scanning with text recognition (OCR) feature that enables automatic extraction of premium amounts, policy numbers, and dates from scanned invoices.

Scale indicators5 records

Recent moves6 records

Broad incumbents

• Zywave: Insurance broker enablement suite covering content, comparative rating, client portals, and analytics. Comparable to Brokinsoft's customer portal, tender management, and analytics services on the broker-experience side.
• Insurity: Insurance technology platform serving P&C carriers, MGAs, and brokers with policy, billing, claims, and data analytics. Comparable to Brokinsoft's product and billing module and broader broker management stack.
• Salesforce Financial Services Cloud: Industry-cloud CRM with insurance-specific workflows for agents, brokers, and advisors. Comparable as a broader platform that competes for broker relationship-management and customer-portal workloads adjacent to Brokinweb.
• EIS Group: Insurance core digital platform for life, health, and P&C with policy administration, billing, and claims. Comparable to Brokinsoft's product-generation and billing capabilities as an incumbent in insurance workflow software.
• Vertafore: Large US-based insurtech providing agency management (AMS, Sagitta, ImageRight), comparative rating, and document management software to insurance agents and brokers. Closest category analog to Brokinsoft's modular broker suite at much greater scale.
• Guidewire: Major insurance core platform for P&C insurers with PolicyCenter, BillingCenter, and ClaimsCenter. Comparable to Brokinsoft's policy-admin and billing modules as a far larger suite targeting insurance workflows.
• Applied Systems: Leading North American insurance broker management platform (Epic, TAM, Applied Mobile). Comparable as a vertical SaaS suite for insurance brokers with policy, claims, document, and accounting workflows; Brokinsoft operates as a much smaller Switzerland-focused analog of this model.
• Duck Creek Technologies: Provider of core insurance software (Policy, Billing, Claims) for P&C carriers via cloud SaaS. Comparable to Brokinsoft on the billing, policy, and product-configurator dimensions, though primarily carrier-side rather than broker-side.

Direct peers

• Acturis: UK-based SaaS platform for commercial insurance brokers offering policy administration, claims, document, and billing workflows. Strongest geographic and product analog to Brokinsoft as a regional broker-management SaaS in a non-US market.

Regional players

• Prima Solutions: European insurance software vendor offering policy administration, claims, and reinsurance tooling to insurers and brokers. Comparable as a European-region vertical SaaS in the insurance value chain similar to Brokinsoft's regional focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/brokinsoft-sa/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

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 Brokinsoft