1.
Consolidates
Brings every policy and client into one live archive, multi-insurer — across all the companies you work with.
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Product — available
Your whole portfolio in one place.
InsurerVault.AI is the unified platform for Greek insurance intermediaries: it consolidates clients, policies, renewals and commissions in one system, replacing scattered spreadsheets and insurer portals.
37.9838° N · 23.7275° E — AthensMost intermediaries keep their portfolio in scattered spreadsheets and a separate portal for each insurer. InsurerVault.AI consolidates them into one vault, where a single search finds everything.
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 chaos to one vault.
2.
Reminds
Renewal alerts 60, 30 and 7 days before expiry, with batch actions so no renewal slips away.
3.
Reconciles
Imports the insurer's commission statement and matches it to policies automatically, flagging errors and gaps.
4.
Complies
IDD documentation (Demands & Needs, IPID) and GDPR (consent, audit trail) at every step.
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Capabilities
What InsurerVault.AI does.
01VAULT
Policy vault
A multi-insurer archive of policies and renewals, with expiry alerts and batch actions.
↗02COMMISSIONS
Commission reconciliation
Import the commission statement, auto-match it to policies, and flag every mismatch.
↗03LEADS
GEMI scanner
Brings leads from gemi.gr, Diavgeia and the Chambers of Commerce, so you find new clients without manual searching.
↗04COMPLIANCE
IDD & GDPR compliance
Demands & Needs per client, IPID templates, consent and a full audit trail.
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Compare
From scattered spreadsheets to one vault.
| With scattered spreadsheets & portals | With InsurerVault.AI |
|---|---|
| Policies in three places, one spreadsheet per agent | One live vault; a single search finds them all |
| Renewals lost without a central reminder | Alerts at 60/30/7 days, batch actions and IPID |
| Monthly manual commission reconciliation | Upload the statement, auto-match and spot errors in minutes |
| Hunting for new clients by hand | The GEMI scanner brings opportunities automatically |
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illustrative
Outcome
One portfolio, no scattered spreadsheets.
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.
- One vault for all policies, multi-insurer.
- Renewal alerts 60/30/7 days before expiry.
- Automatic reconciliation of commissions, with error detection.
- IDD & GDPR compliance with an audit trail.
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FAQ
Before you ask.
Is my data safe, and can I export it?
Yes. Personal data (PII) is encrypted and the design is GDPR-first. You can export clients, policies and commissions to CSV or PDF whenever you want — the data stays yours.
How long does setup take?
Signup and the first import take about 30 minutes. Bulk import from Excel is supported, so you bring your existing portfolio in from day one.
Does it support multiple insurers?
Yes. The portfolio is multi-insurer: you keep policies from every company you work with in one vault, under a single search.
Does it cover IDD compliance?
Yes. Demands & Needs per client, IPID templates and a full audit trail for the requirements of the IDD directive (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.