PraktoraWeb · Insurance broking management

Every part of the broking business, in one cloud system.

PraktoraWeb is cloud-based management software for insurance brokers and agencies. It covers the business from the first lead to the settled claim: broking workflows, claims linked to accounts, finance and billing, reconciliation, document management and dashboards. It was built from twenty years of working with brokers across the Middle East and India.

  • Retail, SME and corporate broking
  • Claims linked to accounts
  • Finance and reconciliation
  • Document management
PraktoraWeb Motor Policy screen with the Production list behind it

Why PraktoraWeb

The insurance market has changed faster in the last few years than in the twenty before.

Broking businesses need automation, clean data flow and efficient workflow to keep up. PraktoraWeb was built for exactly that.

  • Retail, SME and corporate broking on one platform
  • General, motor, life and other lines of business
  • Consulting or commission revenue models
  • Group and individual policies
  • Claim processing with a direct link to accounts
  • Integration with HR and payroll for your own team
  • A built-in document management system, including scanning of hard copies
  • Built-in word processing and spreadsheet tools, saving you licence costs
  • Automation from the moment you sense an opportunity to the moment the claim is closed
  • Deployed on current, supported technology

Modules

Nine modules, one system.

01

Retail and SME broking workflow

Quotes, placement and policy issue for retail and SME lines.

02

Corporate broking workflow

Group and corporate placements with their own approval path.

03

Finance and billing

Invoicing, receipts and commission or consulting revenue.

04

Reconciliation

Insurer statements matched against the book of business.

05

Built-in workflow procedures

Standard procedures enforced at every step.

06

Claims management

Intimation to settlement, linked directly to accounts.

07

User access and roles

Role-based access for brokers, finance and management.

08

Dashboards

Production, renewals and claims at a glance.

09

Document management

Every policy, endorsement and claim document in one place, including scanned hard copies.

What customers say

In their words.

To support our continued growth, we needed a single platform that would help standardise and consolidate all our workforce-related processes and data. PraktoraWeb gave us this platform!
Operations & IT Systems, Omega Insurance Brokers LLCPraktoraWeb

Partners

Sold through partners who know insurance.

Do you know the insurance domain and have IT experience?

We are looking for sales partners for PraktoraWeb in the USA, Europe, APAC and the Middle East.

Partner programme

Represented in the Gulf by Logos Technologies LLC

1208, B2B Towers, Marasi Drive, Business Bay, Dubai, UAE. sales@praktora.com

See it on your own book of business

Every part of the broking business, in one cloud system.