Industries
Solutions for Insurance Brokers
Brokers need to quote across multiple products, place and service policies, manage client relationships and reconcile commissions. Ontech's broker portal and CRM handle the full intermediary workflow with transparent commission tracking.
Industry challenges
- Quoting and comparing across multiple products
- Tracking placements and renewals
- Commission reconciliation and transparency
- Client servicing and retention
How the platform helps
The broker portal gives intermediaries self-service quoting, placement and policy servicing, backed by a CRM for client management. Commission rules are configured centrally so statements reconcile automatically, removing disputes and manual spreadsheets.
Expected outcomes
- Faster quoting and placement
- Transparent, automated commission reconciliation
- Better client retention through proactive servicing
Frequently asked questions
Does the platform have a broker portal?
Yes. Brokers get a dedicated portal for quoting, placement, policy servicing and commission tracking, backed by a CRM.
Related
See the platform on your data
Talk to the Ontech team about deploying the Enterprise Insurance Operating System for your business in Zambia.
Last reviewed: 2026-07-29