Industry edition

Built for insurance intermediaries

One connected platform for the whole brokerage process, from client to renewal.

Built for insurance intermediaries. Powered by AI. Connected by data.

Start with this templateAll editions
The brokerage process

Information that traditionally sits in several systems, Excel files and documents, connected in one place.

Ten steps, one record. What the client told you at step one is still there, unchanged, at renewal.

  • Client and risk
  • Cover
  • Payments, claims and renewal
  1. 01Client
  2. 02Object
  3. 03Risk
  4. 04Insurance type
  5. 05Insurer
  1. 06Offer
  2. 07Policy
  3. 08Payment
  4. 09Claim
  5. 10Renewal

Who it is for

Brokerages and agencies of any size

From a single broker to a team of hundreds: owners, brokers, agents and back office whose whole business is clients, insured objects, policies, renewals, payments, claims and commissions.

If your data is spread across insurer portals, Excel, email, PDF policies and paper

Renewal dates get missed, commissions are counted by hand, clients call to ask what they are insured for, and the same policy gets typed in more than once.

If you want one system built around how your brokerage actually works

Without a custom software project, and without a generic CRM bent into shape.

Built in Riga for Latvia first, with Lithuania and Estonia next. Veterinary clinics are live as well. Other industries follow later; insurance intermediaries are the focus now.

One system. One data network.

Every step of the chain is its own register, and the registers are linked.

Clients38 fields

Policyholders, insured persons and related parties, natural and legal.

Assets66 fields

Insured objects: vehicles, property, companies, vessels, equipment and cargo, with their risks, values and history.

Insurers22 fields

Insurers, contacts, licences and cooperation terms.

Products13 fields

Insurance types, coverages, limits, exclusions and the terms documents behind them.

Quotes15 fields

Insurer offers and side-by-side comparisons.

Applications257 fields

Insurance applications from the brokerage’s clients, for every insurance type.

Policies19 fields

Cover dates, premiums, payment schedule and the policy documents.

Payments13 fields

Instalments and invoice status, kept in sync with the policy.

Claims22 fields

Claim applications, status, documents, payouts and history.

Brokers18 fields

Brokers and agents: profiles, remuneration model and every record they brought in.

Partners14 fields

Car dealers, leasing companies, real-estate agencies and other partners who refer clients, with their contacts, referred clients and results.

Enter once. Use everywhere.

One piece of information automatically becomes available in every related process.

What the edition includes

Everything a brokerage runs on

The registers are the base. These are the parts brokers use every day on top of them.

Dashboards and widgets

Unlimited widgets per user, so each person sees exactly the information their work needs.

Sales resultsComprehensive motor renewalsUninsured objectsHigh-risk clientsPolicies nearing expiryCommissionsPartner resultsConversionsUnreviewed applicationsOpen tasks

Client portal

Every client gets a digital space to follow their own insurance portfolio, any time and anywhere. Fewer routine requests for the broker, more control for the client.

Their objectsObject risk informationActive policiesPolicy documentsPaymentsClaims and claim statusKey deadlines

Fast data and policy import

Moving to Sorsora is not a re-typing project. Existing data comes in from Excel, insurer exports and PDF policies, with duplicates detected.

Client dataObjectsPoliciesInsurer informationPaymentsCommissionsOther structured data

Sorsora AI

Speak. Write. Get the result.

Sorsora AI is part of the subscription. Most brokerages already pay for ChatGPT or Claude, and neither knows a single one of your clients, policies or commissions. Sorsora AI works with your organisation’s full data: it finds information inside and outside the platform, analyses, summarises and carries out everyday tasks, by text or voice, and points to the next action.

Sorsora is built the way today’s top-tier platforms are built: AI-native from the ground up, with an interface inspired by ChatGPT and Claude. Anyone who has used those tools feels at home from the first minute. And if your brokers prefer Claude or ChatGPT, the Sorsora connector gives them the same registers.

From data to decisions

  1. Data
  2. Links
  3. Analysis
  4. AI
  5. Recommendation
  6. Decision
  7. Action

Sorsora helps the broker not only know, but understand what to do next.

Sorsora AssistantAI
Show clients whose policies expire in the next 30 days.

7 policies expire in the next 30 days.

Client AMotor, comprehensivein 8 days
Client BPropertyin 15 days
Client CCMRin 23 days
+ 4 more
Draft renewal remindersOpen the list

More things teams ask

Which clients have no comprehensive motor cover?Prepare a summary of this client’s insurance portfolio.Which of this client’s objects are uninsured?Show me this month’s commissions.Create a client and find the missing details online.
Ask about your clients, policies, payments or commissions|
Web

Type it or say it. Sorsora AI answers from your organisation’s own registers.

Trusted by brokers

Built by brokers, used by brokers

Co-developed with a broker with over 20 years of experience

Adjusting Sorsora to how a brokerage really works, register by register. Nobody is buying a developer’s guess at their business.

In daily use by an insurance brokerage in Latvia

For real clients, policies, payments and claims.

Your data stays in the EU

Hosted in Frankfurt, GDPR by design, role-based access, full audit trail and record versions.

Built and supported in Riga

By the team that writes the code. You talk to the founder, not a ticket queue.

We do the transition with you

Registers from the insurance intermediary template, import of your existing portfolio, and training. Nobody is left with an empty system.

A technology partner, not just software

The roadmap is driven by what brokerages ask for.

Ready to run your brokerage on Sorsora?

Start from the Insurance Brokers edition, import your portfolio, and work from one connected system.

Start with this template