Good morning, Laura
- Active clients1.284
- Policies2.931
- Upcoming renewals43
- Open claims17
- Pending conversations26
- Sales opportunities12
Technology for brokerages · brokers · intermediaries
Custom software and AI for insurance brokers
Clients, policies, renewals, claims and conversations. All better connected.
We design websites, internal tools, automations and AI systems adapted to how your brokerage actually works.
- Not another generic CRM.
- Not another piece of software your team has to adapt to.
- We build technology around your processes.
Carlos Martínez
“I’ve had a car bump.” → Auto policy · 1234 ABC · start claim
ACME SL renewal
Business liability · expires in 24 days · review renewal
Document
POLIZA_84928291.pdf
AI extracts policyholder, insurer, line, premium, expiry
Alert
18 policies expire in 30 days
5 still without commercial action
Technology that connects what already happens every day in your brokerage.
Clients · Policies · Insurers · Email · WhatsApp · Documents · Claims · Renewals · AI
A brokerage can have a solid ERP and still do too much manual work.
Scattered conversations
WhatsApp, calls and emails with important information that someone then has to log.
Policies and documents
PDFs, receipts, endorsements, terms, claim forms and paperwork spread across tools.
Renewals
Check expiries, request alternatives, contact the client and follow up.
Claims
Paperwork, insurer, client, workshops, assessors, status and communications.
Disconnected tools
ERP, email, WhatsApp, insurers, spreadsheets, folders and other apps.
Admin work
Copying data, finding policies, drafting emails, filing documents, updating statuses.
Brokers should spend their time advising. Not moving information between systems.
Digitup can connect, automate or build the technology layers missing between your team, your clients and the tools you already use.
You probably already use important software.
Our goal isn’t to force you to start from scratch.
- Current ERP
- Insurers
- Documentation
- Telephony
- Accounting
Digitup
- IA
- Automatizaciones
- Portal
- Dashboard
- Specialised tools
01 / Custom software
A system built around your brokerage
It can be a full application or simply a layer on top of your current software.
Broker OS
- Clients
- Policies
- Risks
- Insurers
- Renewals
- Claims
- Opportunities
- Documents
- Conversations
- Tasks
- IA
The full client relationship in a single view
Client since 2019 · Owner: Laura
- Professional liability
- Cyber
- Flota
- Multi-risk
- D&O
Conversations
Email · WhatsApp · Calls in the same context.
Documents
Policies · Receipts · Endorsements · Claims forms · Quotes
02 / WhatsApp
If your clients talk on WhatsApp, that conversation shouldn’t stay isolated.
Automating the conversation doesn’t mean removing the person. AI handles the repetitive; the professional steps in when they add value.
- Identify clients and pull context
- Receive paperwork and request information
- Draft replies and notify changes
- Create cases and escalate to a person
Client · Carlos
Hi Laura. I’ve changed cars and need to update the insurance.
System
- Client identified
- Auto policy found
- Current vehicle found
AI draft
“Hi Carlos. Of course. To prepare the change I need the registration and technical sheet of the new vehicle…”
Send Edit Reply personally
Document
- ficha-tecnica.pdf
Request created · Vehicle change
Laura can join at any time. AI and broker work together.
03 / Communications
Email and WhatsApp can become a real work inbox
Each conversation includes client, related policy, request type, owner, status and last action. Internal alerts can also arrive via Telegram.
- All
- Claims
- Renewals
- Urgent
ACME SL Email
“Good morning, we attach the claim form…” · Fleet · Assign
José Martínez WhatsApp
New Auto claim · 3 files · View case
ACME SL Cyber Alert
Renewal in 14 days · No proposal on file yet
An inbox that understands the message before anyone opens it
“We attach the claim form for the incident…”
- Create claim
- Save document
- Assign owner
- Draft reply
04 / Renewals
A renewal shouldn’t start when the client calls
AI can prepare the work. The broker makes the decision.
60 days
Policy detected
45 days
Automatic review
30 days
Request updated information
21 days
Prepare alternatives
14 days
Contact client
7 days
Follow-up
Close
Renew · switch · do not renew
Next 30 days
Premium in renewal
184.320 €
Commercial risk
18 clients without recent contact
“Summarise this client’s evolution over 3 years.”
“What incidents has this policy had?”
“Summarise the differences between these two proposals.”
“Draft an email explaining the alternatives.”
05 / Document intelligence
Compare proposals without jumping between PDFs
The system helps locate, structure and compare. The professional recommendation stays with the broker.
Proposal A
Insurer A
Proposal B
Insurer B
- Differences detected
- Coverages changed
- Relevant exclusions
- Excess changes
- Different limits
A PDF can become structured information
Policyholder, insured, insurer, product, number, dates, premium, sums insured, excesses, coverages and exclusions — ready to review and save.
- Policyholder · Insured · Insurer
- Product · Policy no.
- Inception · Expiry · Premium
- Sums insured · Excesses · Coverages
Review information
| Before | Document Hub |
|---|---|
| scan29382.pdf | ACME_SL_Cyber_Poliza_2026.pdf |
| doc_final_v3.pdf | ACME_SL_Cyber_Recibo_2026.pdf |
| IMG_1831.jpg | ACME_SL_Cyber_Suplemento_2026-08.pdf |
06 / Claims
Turn a conversation into a structured case
WhatsApp
“I’ve had an accident.”
Assistant
- Is anyone injured?
- Where and when did it happen?
- Can you send photos?
- Is there an agreed statement?
Documentation
- 6 images
- parte.pdf
Client reports a claim
Inbound via WhatsApp.
Documentation received
Images and agreed statement.
Case submitted
Insurer notified.
Insurer requests additional documentation
Client notified at 11:18.
Documentation sent
Status updated on the record.
“What’s happening with Carlos Martínez’s claim?”
- Current status
- Last communication
- Documentation sent / pending
- Next action · Owner
07 / Internal AI
Ask your brokerage
What do you need to know?
Policies · Clients · Claims · Renewals · Documents
“Which ACME SL policies expire this quarter?”
“Summarise the full relationship with this client.”
“Which claims have been open for more than 30 days?”
“Find Cyber policies renewing this month.”
“Compare these two proposals.”
“Which clients have unassigned renewals?”
Search a plate, a client or a policy number from the same place
08 / New clients
The website can collect much more than a name and phone number
Each cover can have its own flow. The broker gets a lead with context, not a “I want information”.
ACME SL · 26 employees
Assign to Daniel
New lead
Structured intake by line.
Information pending
Complete risk data.
Analysing / quoting
Proposal preparation.
Proposal sent
Follow-up through won or lost.
09 / Presencia digital
A website that explains your value as brokers
Many brokerages look interchangeable online. We analyse positioning, specialisation, lines, competitors and culture — and build around that.
- Businesses
- Individuals
- Cyber
- RC
- D&O
- Fleets
- Health
- Industry
- Clear positioning
- Forms by line
- Technical SEO
- Mobile first
10 / Visibility
Ready for traditional search and new discovery systems
No magic promises: the right technical base so search engines understand which covers you work, for which sectors, in which locations and what specialisms you have.
- Technical SEO
- Architecture
- Sitemap
- Metadata
- Structured Data
- Canonical
- Search Console
- Core Web Vitals
- IndexNow
- llms.txt
11 / Client portal
Clients can have their own space too
Talk to my broker · WhatsApp · Message · Request
What do you need?
A specific process based on the portal selection.
- Report a claim
- Add vehicle
- Request certificate
- Update details
- New cover
- View receipt
Small processes that can happen on their own
A WhatsApp arrives
- identifies client
- finds policy
- interprets intent
- proposes action
An email arrives
- identifies client
- links case
- classifies
- assigns
A policy arrives
- extracts information
- structures data
- saves document
Renewal approaches
- creates opportunity
- requests information
- assigns owner
A claim arrives
- collects data
- requests documentation
- creates case
No reply
- reminder
- task
ACME SL has sent the pending documentation.
Cyber renewal expires in 14 days.
VIP client has had no reply for 24h.
12 / Control
Know what’s happening without asking the team
Today
Operations
- 18 unanswered conversations
- 12 blocked renewals
- 7 claims without updates
- 16 requests waiting on client
Team
Laura — 26 · Marta — 19 · Carlos — 31
Turn the book into actionable information
Clients by line, premium by insurer, renewals by month, single-product, no recent contact and sales opportunities.
- RCYes
- FlotaYes
- CyberNo
- D&ONo
Possible opportunity — the broker decides whether to contact. No automatic sends by default.
13 / Integrations
We don’t want to create another island
We can connect, sync, complement or migrate progressively. Not everything has to live in the same product.
Current ERP
Policies and administration
Digitup Layer
- WhatsApp · AI · Automations
- AI Inbox · Portal
- Internal tools
Broker OS
- ERP
- CRM
- Microsoft 365
- Google Workspace
- Telephony
- Drive
- E-signature
- APIs
Some possibilities
Broker OS
Internal system adapted to the brokerage.
Client 360
Policies, documents, cases and conversations.
Renewal Manager
End-to-end renewal management.
Claims Hub
Centralised claims tracking.
WhatsApp Assistant
Hybrid AI + broker support.
AI Inbox
Contextualised email and messages.
Policy Reader
Policy extraction and organisation.
Policy Compare
Assisted proposal comparison.
Document Hub
Documentation organised automatically.
Client Portal
Self-service and communication.
Broker Copilot
Private search over your information.
Sales Pipeline
Opportunity tracking.
Management Dashboard
Book and operations view.
Smart Intake
Structured intake by line.
If a tool already solves the problem well, we use it.
We build when the process is specific, tools don’t talk, there’s heavy manual work, or the client experience can clearly improve.
14 / Process
First we want to understand your brokerage
We observe
Clients, policies, WhatsApp, renewals, claims and documentation.
We spot friction
Manual tasks, duplication, scattered information.
We prioritise
Not everything deserves automation. We look for real impact.
We design
UX/UI, processes, integrations, AI and architecture.
We build and evolve
Application, automation or specialised tool.
You don’t need to build everything at once
We start where impact is greatest.
- Client 360
- Renewals
- Document Intelligence
- Portal
- AI copiloto
In insurance, automating doesn’t mean losing control
Permissions
Access by users and roles.
Human approvals
Important operations with review.
Traceability
Action logging when needed.
Controlled AI
We define what it can query and what it can do.
We can stay on as your technology team
Technical maintenance
Infrastructure, monitoring, backups, security.
Integrations and APIs
Connections to authorised systems.
Evolution
New features driven by day-to-day work.
Imagine tomorrow…
A client writes on WhatsApp
“I’ve had a bump.” The system identifies the policy and starts collecting information.
A renewal comes in
The owner already has a summary, history and documentation.
An insurer sends a proposal
It’s linked automatically to the case.
“Which important renewals do we have blocked?”
An answer instantly.
Documentation via WhatsApp
It’s saved to the right case.
AI drafts a reply
Laura reviews and sends it.
Leadership opens the dashboard
Sees renewals, claims and conversations that need attention.
A brokerage doesn’t need more software.
It needs less work between softwares.
You don’t need to arrive with a solution already figured out
Then we decide what’s worth doing: connect, automate, improve or build.
Client intake
How they arrive and how you quote.
Renewals and claims
How they’re handled today.
WhatsApp and documents
Where information gets lost.
Current software
What works and what doesn’t connect.
Repeated work
What should happen on its own.
How much time does your team spend managing information instead of managing clients?
We don’t want to sell you another CRM. We want to understand how your brokerage works and find where technology can make a real improvement.
Let’s talk
A process, a tool or an idea. That’s enough to get started.
Or write to us at hola@digitup.es