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Insurance Brokerage

Ready ERP Solution for Insurance Brokers

A working preview of our solution

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Dashboard Pipeline
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Enquiries
Submissions
Quotations
Renewals
Book
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Policies
Endorsements
Outstanding with Insurer
Census
Pending with Insurer
Vehicles
Service Desk Revenue Market Compliance The Gulf Insurance Broker

Broker cockpit as at 25 Aug 2026

Gross Written Premium
AED 37.9m
79 policies in force
Brokerage Income
AED 4.8m
AED 3.7m still to collect
Overdue from Insurers
AED 600k
12 across 10 insurers, worst 31 days
Renewals Due
8
AED 0 of premium at risk

Commission by insurer 100% settled inside statutory deadline

InsurerOutstandingOverdueExposureWorst
Alliance Insurance PSC240,575201,875
19d
Dubai National Insurance249,12599,250
7d
Yas Takaful PJSC168,51073,125
20d
Al Ain Ahlia Insurance259,35072,065
31d
Watania Takaful452,81543,156
10d

Compliance 7 licence-critical

6Overdue
8Due soon
3AML escalated
1Re-screen due
CBUAE Broker Licence Renewal6d late
Audited Financial Statements4d left
VAT Return9d left
DoH Intermediary Registration2d late
AML/CFT Staff Training14d left

Pipeline

73.9% quote to bind
11 in market · AED 2.3m best quoted

Retention

0 due · 0 renewed · 0 lapsed

Service Desk

9.1% resolved within SLA
25 open · 22 breached · 7 with insurer

Quotations Pipeline > Submissions > Quotations

Click on any quotation
1-11 / 142
SubmissionClientInsurerLinePremiumDate Rec.Valid UntilState
SUB/2026/00014Jumeirah Hospitality LLCAl Dhafra Insurance CoLiability623,000 AEDAug 9Aug 23Selected
SUB/2026/00014Jumeirah Hospitality LLCMethaq Takaful InsuranceLiability685,000 AEDAug 17Aug 23Not Taken Up
SUB/2026/00014Jumeirah Hospitality LLCRas Al Khaimah NationalLiability688,000 AEDJul 26Aug 23Not Taken Up
SUB/2026/00018Union CoopFujairah National InsuranceGroup Life101,000 AEDAug 1Aug 23Received
SUB/2026/00018Union CoopUnion Insurance CompanyGroup Life635,000 AEDAug 27Aug 23Received
SUB/2026/00018Union CoopAbu Dhabi National TakafulGroup Life780,000 AEDAug 18Aug 23Received
SUB/2026/00021Juma Al Majid HoldingAl Dhafra Insurance CoProperty182,000 AEDAug 22Aug 23Received
SUB/2026/00021Juma Al Majid HoldingQatar Insurance Co UAEProperty510,000 AEDAug 15Aug 23Received

Quotation SUB/2026/00014 · Ras Al Khaimah National Insurance

Placement

InsurerRas Al Khaimah National Insurance
Plan
LineLiability

Terms

Premium688,000.00 AED
Sum Insured0.00 AED
Deductible67,000.00 AED
Deductible Note
CurrencyAED

Dates

Date RequestedAug 23
Date ReceivedAug 23
Valid UntilJul 26
Is Expired
Response (days)0
Period Start
Period End

Remuneration

Commission (%)17.500
Commission Amount120,400.00 AED
vs Best65,000.00 AED
vs Expiring0.00 AED

SUB/2026/00021 Juma Al Majid Holding · Property · Renewal

Market & Comparison
Underwriting Information
Submission Pack
Best premium AED 182,000 from Al Dhafra Insurance Company
InsurerDate Rec.Valid UntilPremiumDeductibleCommissionvs BestState
Al Dhafra Insurance CoAug 23Aug 22182,000 AED42,000 AED17.5%0 AEDReceived
Qatar Insurance Co UAEAug 23Aug 15510,000 AED74,000 AED17.5%328,000 AEDReceived
Al Sagr National InsuranceAug 23Aug 19569,000 AED44,000 AED17.5%387,000 AEDReceived
Sukoon Insurance PJSCAug 23Aug 27571,000 AED46,000 AED17.5%389,000 AEDReceived
Methaq Takaful InsuranceAug 23Aug 2781,000 AED42,000 AED17.5%599,000 AEDReceived

Policies Book > Policies

Click on any of the policies
1-79 / 79
ReferenceInsurer Pol. No.ClientInsurerLineInceptionExpiryGross PremiumCommission DueNet RevenuePremium StatusAccount Exec.State
POL/2026/00079SUK/MEDG/2201Galadari Brothers LLCSukoon Insurance PJSCGroup MedicalSep 28Sep 27, 202711,000.00 AED1,100.00 AED1,100.00 AEDReceivedOdooBotIn Force
POL/2026/00078AAA/MEDG/0447Emaar Facilities MgmtAl Ain Ahlia InsuranceGroup MedicalSep 26Sep 25, 2027200,000.00 AED35,000.00 AED35,000.00 AEDReceivedOdooBotIn Force
POL/2026/00077YAS/GLIF/1183Dulsco Environment LLCYas Takaful PJSCGroup LifeSep 25Sep 24, 2027459,000.00 AED80,325.00 AED80,325.00 AEDAwaitingOdooBotIn Force
POL/2026/00076QIC/MEDG/0902Union CoopQatar Insurance CompanyGroup MedicalSep 24Sep 23, 20271,933,000.00 AED241,625.00 AED241,625.00 AEDAwaitingOdooBotIn Force
POL/2026/00075AWN/GLIF/0561Nabina ElectromechanicalAl Wathba National InsuranceGroup LifeSep 18Sep 17, 2027896,000.00 AED80,640.00 AED80,640.00 AEDReceivedOdooBotIn Force
POL/2026/00074AAA/MEDG/0339Agthia Beverages PJSCAl Ain Ahlia InsuranceGroup MedicalSep 18Sep 17, 202737,000.00 AED3,700.00 AED3,700.00 AEDAwaitingOdooBotIn Force
POL/2026/00073IHP/GLIF/0182Danube Building MaterialsInsurance House PSCGroup LifeSep 16Sep 15, 202720,000.00 AED2,000.00 AED2,000.00 AEDReceivedOdooBotIn Force
POL/2026/00006ADT/GLIF/2004Sharaf DG ElectronicsAbu Dhabi National TakafulGroup LifeSep 9Sep 8, 2027179,000.00 AED22,375.00 AED22,375.00 AEDReceivedOdooBotIn Force
Scroll down
Reference
POL/2026/00006
Insurer Policy No.
ADT/LIFE/2004

Parties

ClientSharaf DG Electronics
InsurerAbu Dhabi National Takaful
LineLife & Protection
Plan[ADT] Group Life Standard
Under AgreementAGR/0014
Account ExecutiveOdooBot

Period

InceptionSep 9
ExpirySep 8, 2027
Months12
RenewalNot Due
Grace Period Days0
Premium & Commission
Notifications
Commission
Categories
Census
Endorsements
Notes
Premium is paid by the client directly to the insurer. The broker does not collect premium for primary insurance business and this amount is not a receivable of the broker. It is recorded because it determines the broker's commission and because the client needs to see it.

Amounts

CurrencyAED
Gross Premium179,000.00 AED
Net Premium0.00 AED
Premium FrequencyAnnual

Introducer

Introduced By
Net Revenue22,375.00 AED

Commission

Commission Rate (%)12.500
Commission Due22,375.00 AED
Commission Settled22,375.00 AED
Commission Outstanding0.00 AED

Receipt by Insurer

Premium StatusReceived by Insurer
Premium Received by InsurerSep 8
Receipt Date Confirmed
Scroll up
Click the highlighted area to continue
Open: Census ×
Draft Pending Addition Active
Name
Nadia Khan

Placement

Policy
Category
Relation
Membership No.
Card No.

Cover

Cover From
Cover To
Pro Rata Days365
Annual Premium
Premium Charged

Personal

Date of Birth
Age
Gender
Marital Status
Nationality
Country of Residence
Rating Zone

Identity

Emirates ID
Passport No.
Visa Emirate
Salary
Contact
Dependants
Endorsements
Notes
NameRelationAgePremium ChargedState
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How it works

What the system actually does

What you see here is a simplified demo. The actual system is configured around your specific submission process, insurer list, and commission structure.

When a client needs cover, this insurance broker management software sends the submission to several insurers at once. Their quotes land in one comparison view, premium, deductible, and commission side by side, so the best option is obvious instead of buried across separate emails.

Once a policy binds, the built in commission tracking software takes over. It tracks what each insurer owes against the UAE Insurance Brokers’ Regulation 2024 requirement to settle within ten business days, and flags anything running late by insurer, so nothing sits forgotten for weeks.

For group schemes, the policy management system tracks every member individually: cover dates, premium charged, and mid-term changes like a new spouse or a departing employee. Nothing hides inside one lump client record.

Brokerage licenses, AML training, and statutory filings each carry their own deadline and consequence for missing them. The compliance calendar surfaces what’s overdue and what’s due soon in one place, instead of scattered across individual staff calendars. It tracks CBUAE broker licence renewal, AML/CFT staff training re-screening, audited financial statement filing, VAT return filing, and DoH intermediary registration renewal.

Why choose us

Why brokers choose Techbot

Why people choose us

Specialized Focus on Insurance Broking

Built around how brokers actually work: comparing quotes from multiple insurers, tracking commission owed, and staying ahead of licence renewals and compliance.

Proven Across 100+ ERP
Implementations

Techbot has delivered 100+ successful Odoo ERP projects for businesses of all sizes and industries, from wholesale trading to logistics and manufacturing. Proving our ability to handle diverse operational needs.

Customer Retention and Satisfaction

Techbot maintains a strong 93% customer retention rate, showing that once clients work with us, they stay with us for ongoing ERP success.

End‑to‑End Odoo Services

From analysis and consultation to development, implementation, training, and support, we’re with you at every stage of your ERP journey, not just the kickoff.

Our Process

How We Implement ERP

Understanding Insurance Broking Operations

We start by analyzing how you work, including quote sourcing from multiple insurers, commission tracking, policy binding, and client servicing, to ensure the ERP aligns with real broking workflows.

Configuration Aligned to Broking Processes

Odoo ERP is configured to reflect how your brokerage actually operates, from submissions and quotations to renewals, enabling accurate tracking and smooth adoption by your team.

Structured Implementation

Every stage, from system configuration and data structuring to testing, is carefully planned. This structured approach minimizes disruption and keeps your brokerage running smoothly.

Hands-On Training & Support

We provide detailed training for your staff and offer ongoing UAE-based support. This ensures long-term adoption, optimized workflows, and continuous improvement.

Scalable Results

Our approach delivers a system that improves visibility into your book of business, reduces manual effort in quote comparison and commission chasing, and supports long-term growth as your brokerage expands.

Transform Your Brokerage
Operations with Techbot ERP