We designed and have been developing for years a dedicated CRM system for PIB Broker that centralizes sales, policy servicing, claims, and settlement processes. The solution integrates directly with insurance companies, automates offer preparation, and supports brokers in their daily work, ensuring full control over the client portfolio and business processes.
PIB Broker is one of the leading brokerage and advisory groups in the insurance sector, offering comprehensive solutions for individual and business clients. As the company grew and client expectations increased, it needed a partner who could help create modern, intuitive, and scalable technological solutions — improving access to services, supporting efficient customer service, and ensuring the security and reliability of processes. That partner became Veloce.
A dynamically growing brokerage organization needed a central system that would streamline customer service, automate collaboration with insurance companies, and provide full control over the entire policy lifecycle. The key goal was to eliminate manual processes, reduce the number of errors, and increase brokers' work efficiency.
No central system for managing clients, policies, claims, and settlements.
Data scattered across insurer systems, Excel spreadsheets, and email communication.
Time-consuming, manual preparation and comparison of insurance offers.
Limited control over policy renewals, payments, and the full client portfolio.
Design and development of a dedicated CRM system for insurance brokers.
Integrations with insurance company APIs, the GUS database, and business partner systems.
Building modules for handling policies, claims, renewals, payments, and settlements.
Automation of offer calculation, client communication, and document generation.
Development of analytical and reporting tools supporting sales and client portfolio management.
At the heart of the solution is a dedicated CRM system developed for PIB Broker, which centralizes all brokerage processes in a single environment. Thanks to integrations with insurance companies and the automation of key operations, the system significantly streamlines brokers' daily work and increases the efficiency of customer service.
A single environment for managing clients, policies, claims, renewals, payments, and settlements, providing a full view of the client portfolio.
Direct connections to the APIs of the largest insurance companies enable automatic data retrieval, premium calculation, and offer comparison without leaving the system.
Comprehensive policy handling – from offer preparation, through contract conclusion and annexes, to renewals and monitoring of deadlines and payments.
Automatic generation of documents, client communications, reminders, and renewal processes helps reduce manual work and speed up task completion.
Dedicated modules for claims registration, monitoring the settlement process, and controlling payments and receivables ensure full control over customer service.
Advanced sales and operational reports provide insights into team performance, the client portfolio, broker commissions, and the efficiency of business processes.
A proven, secure, and efficient stack — designed with high availability, reliability, and the requirements of modern insurance services in mind.
We developed the dedicated CRM system for PIB Broker using an iterative model, successively delivering subsequent modules and integrations. Ongoing collaboration with the client allowed us to respond to changing business needs on the fly and develop the platform without interrupting its daily use.
" Veloce created a system for us that allows for fast handling of policy preparation and sales processes. Thanks to this, we are more competitive. And importantly, we can expand this solution should the need arise
Long-term relationships with our clients are the best proof of quality and trust. We are proud of partnerships that have lasted for years — a testament to our commitment and our ability to grow alongside our clients' businesses.
Within 24 business hours we will get back to you with a proposal for an initial, no-obligation consultation. We don't sell — we advise. This is the first step to understanding whether Veloce is the right partner for your organization.
