Automation · Insurance Brokers

Automating insurance brokers: commission statements, claims reports, and inboxes run in the background.

NordFlux builds digital employees for brokerage offices: they pull documents from insurer inboxes, match them to the right policy, and reconcile commission statements against your portfolio. Your broker management software stays the system of record, we automate everything around it. Hosted in the EU, with full data sovereignty.

The Problem

The commission adds up, but no one knows if it's complete.

A brokerage office manages hundreds of policies across dozens of insurers, each with its own inbox, its own format, and its own billing rhythm. Real advisory work falls behind because matching mail and money to the right file eats up the day.

  • 01Commission statements arrive in a different format for every insurer, reconciling them against the portfolio is manual work, and errors only surface at cancellation.
  • 02Documents from the BiPRO inboxes and GDV files have to be matched by hand to the right customer and policy in the broker management system.
  • 03Claims reports reach you by email, phone, and form, and get typed up multiple times before they reach the insurer.
  • 04For every new customer, broker authorization, portfolio transfer, and commission agreement go out manually to several insurers, and no one systematically follows up.
Use Cases
01

What we actually automate in the brokerage office.

Five workflows that look the same in almost every portfolio and can be cleanly automated, without you giving up control of the process.

01

Commission and Payout Reconciliation

The automation reads insurers' commission statements from BiPRO data feeds (standard 430/440) or GDV files and reconciles every line item against the policy in the broker management software. Discrepancies, missing items, and cancellations land on your desk as a review list, not in limbo.

Savings 2–4 hrs per week
02

Clearing and Sorting Inboxes

Policies, endorsements, and premium invoices from the BiPRO 430 inboxes and GDV deliveries are collected, classified by AI, and matched to the right customer and policy in the broker management system. Anything unclear is flagged for manual review instead of being filed incorrectly.

Savings 3–6 hrs per week
03

Capturing Claims Reports

An AI agent takes in claims reports from email, web form, or phone notes, checks them for completeness, and creates the case in the broker management system in structured form. The report to the insurer is prepared, and the customer automatically receives a confirmation of receipt.

Impact no double typing
04

Portfolio Transfer and Broker Authorization

For new clients, the automation generates broker authorization, portfolio transfer requests, and commission agreement requests, and sends them to the relevant insurers. Open responses are tracked until the portfolio has been fully transferred.

Impact no policy gets lost
05

Deadline and Expiry Management

Policy expirations, premium adjustments, and follow-ups are monitored from the broker management system and triggered in time as a task or a prepared customer letter. No policy lapses unnoticed, and every adjustment is documented.

Savings 1–3 hrs per week
Tools

What we build it with.

We choose the tool based on your use case, not on a partner program. What matters is that the interfaces to BiPRO, GDV, and your broker management system sit cleanly.

Workflow Engine
n8n, self-hosted in the EU

n8n connects BiPRO and GDV data feeds with your broker management software, such as keasy or ams. Self-hosted on German servers, all customer and health data stays in your hands, with no detour through a US cloud.

Microsoft 365
Power Automate for M365 Offices

If you already work with Microsoft 365, automated cloud flows pick up the insurer inbox via the Office 365 Outlook connector and file documents in a structured way via the SharePoint connector. No new tool for you to learn.

AI Agents
Reading and Classifying Documents

An AI agent recognizes whether a document is a policy, an endorsement, a claims report, or a premium invoice, and extracts the relevant fields. It takes the sorting step off your hands, the professional decision stays with you.

How We Work

The 30-Day Model.

The first workflow goes live after 30 days, at a fixed price instead of an open timesheet. You know in advance what it costs and what will run at the end.

1

Free Initial Analysis

In 60 minutes, we look together at your inbox and billing workflows and find the process with the biggest leverage. No obligation, no preparation needed on your part.

2

Fixed-Price Offer

You get a concrete offer for the first automation workflow with a fixed price and a fixed outcome. No consulting day without a goal.

3

Implementation in 30 Days

We connect BiPRO, GDV, and your broker management system, build the workflow, and test it on real cases together with you. You see what happens at every step.

4

Go-live with Support

The workflow goes live, we support you through the first period and make corrections as needed. After that, you decide which process comes next.

Not quite the right fit?

Other processes in the office?

Maybe the pain point is more with incoming invoices, reporting, or email. On the overview page you can see what other workflows we automate.

See Process Automation
Free Initial Analysis

Where does your office lose the most time to administration?

In the free initial analysis, we spend 60 minutes together looking at your workflows and identify the process with the biggest leverage. No obligation, and you don't need to prepare anything.

  • Fixed price instead of an open timesheet
  • Data stays in the EU, in your hands
  • You keep control of every case
Frequently Asked Questions
05

What insurance brokers often ask.

Do I have to switch my broker management software?

No. Your broker management system, such as keasy or ams, stays your system of record. We automate the paths that lead to it and connect it via its interface, instead of replacing it.

Can NordFlux process BiPRO and GDV data?

Yes. We retrieve documents and data from the BiPRO inboxes (such as standard 430 for documents, 440 for portfolio and commission data) and read GDV files. These standards are the core of the connection to your insurers.

What about data protection for customer and health data?

Customer and health data deserve special protection, which is why we host the automation on German servers in the EU, with no detour through a US cloud. You receive a data processing agreement and retain full data sovereignty.

What does automation cost for a brokerage office?

The first workflow runs at a fixed price that you know before it starts, not on an open timesheet. We name the specific price after the free initial analysis, once we've seen the effort required for your case.

Do I lose control of my processes?

No. The automation handles the recurring matching and preparation, the professional decision stays with you. Unclear cases are flagged for manual review instead of being silently filed incorrectly.

Automation for Insurance Brokers | NordFlux