+255 781 115 402

Home/Software/Insurance Brokerage

Financial services

Renewals that do not slip

Policy, premium and commission management for insurance brokers and agencies in Tanzania.

What it does

Insurance Brokerage

A brokerage lives on renewals and dies on missed ones. When the policy register is a spreadsheet, renewals are remembered rather than scheduled, premiums sit uncollected past the credit period, and nobody can reconcile what the underwriter owes in commission against what was actually placed.

  • Policy register across all classes: motor, fire, marine, liability, medical, life
  • Renewal pipeline with automatic reminders to client and account executive
  • Quotation comparison across underwriters
  • Premium invoicing, receipting and credit-period tracking
  • Premium remittance to underwriters with statement reconciliation
  • Commission earned, received and outstanding, by underwriter and by class
  • Claims register from notification through to settlement
  • Client portal for policy documents and claim status
  • Motor fleet policies with vehicle schedules and mid-term additions
  • Agent and sub-agent production and commission splits
  • Debtors ageing and collection follow-up

Tanzania

Aligned to Tanzanian insurance practice

  • TIRA obligations — broker records, premium handling and reporting maintained in the shape supervision expects.
  • Premium remittance — what was collected, what was remitted and what is still held, visible at any moment.
  • Client money separation — premium held on behalf of underwriters tracked distinctly from brokerage income.
  • Motor certificates — issuance and stock of certificates controlled and reconciled.
  • Commission reconciliation — broker statements matched against underwriter statements automatically.

How we work

Scoped first, built in phases

We look at the process

Not a sales meeting. We sit with the people who do the work now and find where the time and money actually go.

You get a written scope

What will be built, what it costs, how long it takes, and what is explicitly out of scope. In writing, before anything starts.

Built in phases

The part that hurts most is delivered first and put into real use, so value arrives before the whole project is finished.

Trained and supported

Your staff are trained on the real system with real data, and support continues after go-live.

Runs on your own server if you want it to. Internet in Tanzania is not guaranteed. Systems can be installed on a machine at your premises so the business keeps working during an outage, syncing when the connection returns.

Frequently asked

Insurance Brokerage — questions we get

Does it handle all classes of business?

Yes — motor, fire, marine, engineering, liability, medical and life, each with the fields that class actually needs rather than one generic form.

Can it reconcile commission against underwriter statements?

Yes. Expected commission is computed per policy, and the underwriter statement is matched against it so shortfalls are visible instead of being absorbed.

We have branches upcountry. Can they use it?

Yes, with branch-level production and a consolidated view at head office.

What about renewals for large motor fleets?

Fleet policies carry a vehicle schedule with mid-term additions and deletions, and the renewal is prepared from the schedule as it stands at renewal date.

Related systems

Often deployed alongside

See every system we build →

Talk to us

Tell us what your business actually needs

Describe the process that is costing you time or money. We will tell you honestly whether software is the right answer, and what it would take.

Phone+255 781 115 402
Emailinfo@pitech.co.tz
LocatedDar es Salaam
ServingTanzania
WhatsApp us