1.
Central filing
Consolidates all your contracts and clients into a single dynamic file, regardless of insurance company, covering all the companies you work with.
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Available product
Your entire portfolio of contracts, consolidated in one place.
InsurerVault.AI is the comprehensive digital platform designed exclusively for the needs of Greek insurance brokers. It permanently replaces scattered spreadsheets (Excel) and the constant switching between different insurance companies' digital portals. It brings together and unifies customers, contracts, renewals, and commissions into a single, automated system, offering a clean source of truth for your business's day-to-day operations.
37.9838° N · 23.7275° E — AthensMost insurance brokers still rely on scattered spreadsheets and constant switching between each insurer's digital portal to manage their portfolio. InsurerVault.AI permanently replaces this situation, consolidating everything into a single vault. With one central search, you get instant access to any piece of information, simply and quickly.
Ideal for
- Insurance intermediaries
- Insurance agents
- Small insurance offices
- Mid-size offices (up to ~20 people)
- Solo professionals
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How it works
From scattered management to a digital vault.
2.
Automated notifications
Sends renewal reminders 60, 30, and 7 days before contracts expire, allowing batch management actions so that no renewal is ever missed.
3.
Reconciliation & clearing
Records the commission statements from insurance companies and automatically cross-checks them against active contracts, immediately flagging any errors, discrepancies, or missing payments.
4.
Compliance
Ensures documentation for the requirements of the European Insurance Distribution Directive (IDD), such as Demands & Needs and Insurance Product Information Documents (IPID), as well as data protection rules (GDPR), through consent collection and an audit trail for every action.
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Capabilities
What InsurerVault.AI does.
01VAULT
Contract vault
A single, multi-insurer file for managing all contracts and renewals, equipped with automatic expiration alerts and batch-action capability.
↗02COMMISSIONS
Commission reconciliation
Digital import of commission statements, automatic cross-checking against issued contracts, and immediate flagging of discrepancies.
↗03LEADS
Automatic opportunity discovery
Pulls leads directly from GEMI (gemi.gr), Diavgeia, and the Chambers of Commerce, letting you expand your client base without any manual searching.
↗04COMPLIANCE
Institutional & legal protection
Demands & Needs recorded for each client, ready-made information document templates, digital consent collection, and a full audit trail.
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Compare
From scattered Excel files to a digital vault.
| With data fragmented across email and different platforms | With InsurerVault.AI |
|---|---|
| Contracts scattered across multiple locations and individual files per insurance agent | A digital vault where you can instantly locate all your data |
| Lost contracts and revenue due to the lack of an automated reminder system | Renewal reminders 60/30/7 days before contracts expire |
| A time-consuming, monthly reconciliation of commissions per contract | Digital submission of commission statements with automated checking and immediate error detection |
| Time wasted on disorganized searches for new business opportunities | Automatic discovery and sourcing of new leads directly from public sources |
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illustrative
Outcome
Unified management — an end to scattered spreadsheets (Excel) and lost data.
An intermediary with a portfolio across many spreadsheets and insurer portals
↓ with InsurerVault.AI
One vault; renewals and commissions reconcile automatically
Illustrative scenario, not a measured client. The real outcome depends on your data and your portfolio.
- A single digital vault for all your contracts, regardless of insurer.
- Renewal alerts 60/30/7 days before contracts expire.
- Automated reconciliation of commission statements with immediate detection of financial discrepancies.
- Legal and regulatory protection (IDD & GDPR) with an audit trail of every action.
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FAQ
Before you ask.
Is my data safe, and can I export it?
Yes. All personal data is fully encrypted, since the platform was designed from the ground up according to the standards of the European General Data Protection Regulation (GDPR). You can export your client, contract, and commission data to CSV or PDF at any time. Your business's data belongs exclusively to you.
How long does setup take?
Account creation and the initial data import are completed in about 30 minutes. Bulk import from existing spreadsheets is supported, letting you migrate your entire current portfolio from day one.
Can multiple insurance companies be managed?
Absolutely. The platform is multi-insurer, letting you consolidate contracts from all the companies you work with into a single, secure digital vault. Now, through just one central search, you get instant access to any piece of information.
Is compliance with the European IDD Directive ensured?
Yes. The platform provides documentation through Demands & Needs recorded for each client, ready-made product information document templates, and a full audit trail, covering the Directive's documentation requirements for insurance distribution (2016/97/EU).
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Get started
Your whole portfolio in one vault.
Bring clients, policies, renewals and commissions into one system — and see clearly what's expiring, what's pending and what you're owed.
Tiered by office size; pricing details after a demo. The first walkthrough is free.