The Insurance Broker Platform
Built for the UAE
Collect documents in 60 seconds. Deliver multi-supplier quotes instantly. Track every request from first contact to policy issued — all in one CBUAE-aligned platform.
Broker workflow platform
Apinsurance
The Old Way Is Costing You Clients
Every UAE brokerage starts on WhatsApp and spreadsheets. Most stay there — until they don't have to.
WhatsApp document chaos
Customer documents buried in chat threads. No structure, no tracking, constant back-and-forth.
Guided digital intake portal
Customers upload via a branded portal. Every document tracked, timestamped, and instantly accessible.
Spreadsheets and sticky notes
Pipeline tracked manually — missed follow-ups, lost renewals, and no visibility across the team.
Live pipeline dashboard
SLA alerts, renewal reminders, and real-time pipeline view — for every agent, every branch.
Customers calling for status
No portal, no updates. Every status check means a call or message to an agent.
24/7 customer self-service
Customers check status, view quotes, and accept policies through their portal — zero calls needed.
Everything Your Brokerage Needs
Document Collection
Customers upload Emirates ID, passport, and all required documents from their phone in under 60 seconds. No WhatsApp, no email.
Quote Management
Upload quotes from multiple suppliers. Customers compare side-by-side and accept online. You get notified instantly.
Request Pipeline
Every request tracked from Awaiting Documents to Policy Issued. Full history, audit trail, real-time status.
Everything You Need. Nothing You Don't.
Purpose-built for the UAE insurance broker workflow — not a generic CRM adapted for insurance.
Mobile Document Upload
Customers upload from any phone in 60 seconds. Emirates ID, passport, driving licence — all structured and timestamped.
Per-Document Review
Approve or flag each document individually. Send targeted re-upload requests with notes directly to the customer.
Multi-Supplier Quotes
Upload quotes from any insurer. Customers compare side-by-side and accept with one click.
Agent RBAC Hierarchy
Admin → Branch Manager → Agent — each role sees exactly what they need. Permissions are granular and fully configurable.
Real-Time Notifications
Agents notified instantly on every document upload, status change, and customer action — no polling, no refresh.
UAE Compliance Stack
Data stored in UAE. CBUAE-aligned. Full audit trail on every action. PDPL-ready. Encrypted at rest and in transit.
From First Contact to Policy Issued
A simple, structured four-step workflow that replaces WhatsApp, email, and spreadsheets in one go.
Invite & Upload
Share a branded intake link with the customer. They upload all required documents from their phone in under 60 seconds — no app download.
Review & Verify
Open the request dashboard. Approve or flag each document. Send a targeted re-upload request with notes if anything is missing.
Quote & Accept
Upload quotes from multiple insurers. The customer compares and accepts online. You get notified the moment they accept.
Policy Issued
Issue the policy, attach the document, and close the request. Full audit trail stored — every action, every timestamp.
Built for UAE Insurance Brokers
Whether you operate independently or manage multiple branches, Apinsurance is purpose-built for your workflow.
Independent Brokers
Help More Clients. Close Faster.
Run your entire brokerage from a single dashboard. Every request, every document, every quote — tracked from first contact to policy issued.
- Your own branded customer intake portal
- Per-request document tracking and review
- Multi-supplier quote comparison
- Full pipeline visibility with SLA alerts
Multi-Branch Brokerages
One Platform for Your Entire Brokerage.
Manage multiple branches, agents, and thousands of requests from one admin panel. Every branch manager sees their team. Every agent sees their requests.
- Branch-scoped dashboards per manager
- Agent performance and workload view
- Granular permission control per user
- Consolidated reports across all branches
Your Brand. Your Clients. Our Platform.
Apinsurance can be deployed under your brokerage's own branding — custom logo, colours, and email domain. Your clients see your brand, not ours.
Built for UAE Compliance. Trusted by Insurance Professionals.
Apinsurance is designed around UAE regulatory requirements from the ground up — not adapted to them after the fact.
CBUAE-Aligned
Operational processes designed to support CBUAE insurance broker compliance requirements.
UAE Data Residency
All data, documents, and policy files stored exclusively on UAE-based servers. No data leaves the UAE.
PDPL-Ready
Built with UAE Personal Data Protection Law requirements in mind — consent, retention, and data subject rights.
Full Audit Trail
Every action logged with actor, timestamp, and context. Immutable audit trail for compliance reviews.
Encrypted Storage
Documents encrypted at rest and in transit. Access controlled per role, per request.
Arabic RTL Support
Full right-to-left Arabic interface for the customer portal and all system notifications.
Ready to Modernise Your Brokerage?
Join UAE insurance brokers already using Apinsurance to collect documents faster, close more deals, and serve more clients.
A product by Apisylux · Built in UAE 🇦🇪