The broker software for Switzerland
BrokerStar is the comprehensive platform for insurance brokers. Policies, claims, clients, leads, documents and billing — all in one system. Secure, web-based, accessible from anywhere.
This is how you work with BrokerStar
Manage all policies centrally — with branch, company, premiums and expiry dates. Grouping by principal or group.
BrokerStar: Leading through AI technology.
Through AI integration, BrokerStar becomes an intelligent assistant. Client briefings, data analyses and recommendations — automatically generated in seconds.
AI-powered briefing
Get a complete client briefing created in seconds — with policies, claims and action recommendations.
Compatible with ChatGPT & Claude
BrokerStar integrates seamlessly with leading AI models like ChatGPT and Claude — for intelligent automation.
Instant data analysis
Open policies, overdue invoices, claims histories — AI searches all client data and delivers results immediately.
Natural language
Ask questions like an assistant: 'Prepare a briefing for client X' — and receive structured answers.
The most powerful use cases
From meeting preparation to client portal — this is how AI transforms the broker's daily work.
Advisor copilot
'Prepare a briefing for Homer Jay Simpson.'
Summary of all expiring policies, open claims, overdue invoices and Sobrado mandate status — in 10 seconds instead of 8 tabs.
Portfolio analysis & cross-selling
'Which clients have a liability policy but no D&O?'
Complex queries in natural language instead of tedious filters. Claude derives recommendations and generates email drafts.
Claims assistant
'Which claims at Zurich have been open for 6 months without payment?'
Claims overviews with payment status at the push of a button — this becomes the controlling tool for the broker.
Brokerage monitoring
'For which policies is the brokerage 0 despite a gross premium?'
Brokerage sums per insurer, missing statements and errors detected immediately.
Context-based communication
'Write a reminder email to Homer Simpson about invoice 000048.'
Personalised drafts with correct salutation, language and invoice details — directly from client data.
Tender management
'Which tenders are still open? Create a priority list.'
Prioritise open tenders and launch new ones — a natural workflow instead of multiple clicks.
Client portal chatbot
'When does my motor vehicle insurance expire?'
End clients receive answers about policies and claims status directly in the portal — without broker intervention.
22 modules for your broker routine
BrokerStar covers the entire value creation process of an insurance broker — from acquisition through policy management to billing.22 Module
Addresses / CRM
360° contact management with companies, individuals, links. Complete communication history, tasks and notes per contact.
Policy management
Central management of all policies with premiums, expiry dates, branches, companies. Grouping by principal or group.
Premium control
Automated comparison of target and actual premiums. Detection of discrepancies and open positions at a glance.
Brokerage & Commissions
Brokerage billing, commission models and intermediary shares. Transparent overview of all revenue streams.
Tenders
Create, manage and send tenders directly to companies via the Sobrado platform.
Mandates
Digital mandate workflows. Track mandate status, manage broker orders and powers of attorney.
Data exchange / Ecohub
Standardised data exchange with insurers via Ecohub. Import and export of policy and claims data.
Seamless processes
End-to-end digital workflows from application to policy. No media breaks between broker, insurer and client.
Word processing
Integrated editor for letters, quotes and correspondence. Templates with placeholders and automatic filling.
Digital forms
Electronic forms for applications, mutations and claims reports. Directly fillable and archivable.
Document management
Digital archiving of all documents. Full-text search, versioning and direct linking to contacts and policies.
Messaging & Outlook sync
Emails, SMS and internal messages directly in the system. Synchronisation with Microsoft Outlook for seamless communication.
Telephony integration
CTI connection for incoming and outgoing calls. Automatic contact recognition and conversation logging.
Time / service tracking
Record working hours per mandate, project or client. Basis for invoicing and analysis.
Billing & Invoicing
Invoicing to clients and companies. Track overdue invoices and dunning.
Framework contracts & Lloyd's
Management of framework contracts and Lloyd's coverages. Special workflows for specialist markets.
Reporting & MIS
Individual reports and dashboards. Premium volumes, brokerage, loss ratios and management information.
Accounting interface
Seamless connection to common Swiss accounting systems. Automatic data export and reconciliation.
Claims management
Record, document and track claims. Direct linking to policies, contacts and companies.
Client portal (BrokerWeb)
White-label self-service portal for your clients. Policies, invoices and claims — comparable to e-banking.
Payment processing in/out
Payment processing integration. Record incoming and outgoing payments and reconcile with policies.
Lead management
Record and qualify sales opportunities. Pipeline management and activity control for distribution.
Suitable for all specialisations
BrokerStar covers all insurance branches — from personal insurance to agricultural insurance.
Personal insurance
Life, accident, daily sickness benefits, pension fund and other personal insurance.
Property & Liability
Household, buildings, liability, motor vehicle and legal protection.
Commercial insurance
Professional liability, business interruption, cyber risks and technical insurance.
Specialty insurance
Art insurance, transport, surety insurance and niche products.
Construction & Real estate
Construction insurance, builder's liability, building insurance.
Agriculture
Animal insurance, crop failures, agricultural special coverages.
Your own client portal
The BrokerWeb client portal enables modern, secure and DPA-compliant communication with your clients. Comparable to e-banking, all important business can be handled through the portal.
Request a demoPolicies
All policies, coverages and expiry dates at a glance.
Premium invoices
View open and paid invoices transparently.
Reports & Overviews
Individual reports and insurance overview.
Claims
Submit claims reports and track processing status.
Enquiries & Quotes
Submit enquiries and receive quotes directly in the portal.
10 reasons for BrokerStar
BrokerStar offers you a proven, future-proof platform — developed by specialists with over 25 years of experience in the Swiss insurance industry.
What our clients say
«If that's not a successful project... The introduction of BrokerStar worked excellently despite the complex data migration in a very ambitious timeframe. Many thanks to the WMC team for the cooperative and pleasant collaboration.»
Betina Bolliger
VZ Vorsorge AG, Business Unit Management
Our strong partner ecosystem
We maintain contact with the largest insurance companies and banks in Switzerland and are represented in all important industry bodies.
Member of the professional association for insurance brokers
Only software manufacturer as founding member of EcoHub
Official member, direct contact with the standardisation body
Cooperation with all necessary interfaces
Developed and hosted in Switzerland — no data leaves the country
Integration of the Swiss digital identity
Ready to digitalise your brokerage?
Discover how BrokerStar simplifies your daily work. Book a personal demo or try BrokerStar with no obligation.