Empowering Your Business With M-Broker Software Application.

Empowering Your Business With M-Broker Software Application.

M-Broker 4.3.20 is an innovative Insurance Broking Management System that was specifically designed for the independent insurance broker or agent.


It is a complete management system designed to handle all aspects of running your insurance broking or agency  from tracking your policy renewals to working your expiration list and everything in between.


The software offers many distinguishing features that will provide accurate information for effective decision making leading to increase in efficiency and reduction in cost.The fully automated system tracks all the insurance brokerage transactions and ensures quick accurate reports activities, policy performance and profitability


By presenting all the information you need in a user-friendly format, M-Broker allows your users unlimited access to a client’s profile with just a click of a button.There are eight main modules;

  1. 1.Setups/Utilities Maintenance: (setting up initial parameters etc)
  2. 2.Client Maintenance: (Client details, contacts, referrals, industry etc)
  3. 3.Policy Maintenance: (Policy information)
  4. 4.Debit/Credit Processing: (Debits notes, credit notes, payments, outstanding)
  5. 5.Claims Maintenance: (Register a claim and its status)
  6. 6.Marketing Modules:(Schedules, Meetings and Tasks)
  7. 7.Reports: (All forms for decision making and ensuring higher visibilities into operations
  8. 8.Accounts (Revenue and Expenses, Customers, Suppliers,Payables , Receivables, Ledgers)'



Figure 7.0

The policy maintenance module helps with underwritings, setting up of policy details of a customer. M-Broker is easy to use so you stay organized and save time when searching for policy information.


Each customer record includes information such as name, address, line of business, company, policy number, Products, phone number, email address, effective and expiration dates and policy status. You can search for customers by these fields for quick access to payment histories and much more.


An end user can find a policy by a client name, client ID, policy number, vehicle number. Figure 7.0 above illustrate the form for finding a policy. Listings in red color means they have expired, green means due for renewals and black color means policies are in force 


This module helps to maintain claims reported by clients

  • Capture claims notified and issue a claim number;
  • Run report on outstanding claims and their status.

 Printable reports can be generated highlighting client-name, nature of loss, policy type, date of loss, date reported to broker, reported date to insurance company, amount lost, and status of the claim in addition to others. 


Monitor your production, income, and staff performance. Our numerous reports will give you the information you need to capitalize on valuable trends.


You can run reports to identify the number of new or renewed policies for a specified time frame, producer or line of business; monitor commissions received and outstanding, premiums written and commissions; track referral sources and many more.


The report module handles various reports and more can be added upon request to meet business demands for decision making. Production can be classified under premium generated, premium paid, premium outstanding, commission generated, commission received and commission outstanding




  • Improved brokerage management
  • Better revenue reporting
  • Quick Policy Reviews and Due date reminders
  • Reduced paper work and administration costs
  • Better Policy Cover management
  • Easy and Quick Business Reporting
  • User Performance Reporting




Share On Social Media

Third-party insurance premiums up from January 1; ¢482 for private cars and ¢637 for taxis
Read More
Do I need Insurance to protect my properties, life and family?
Read More
Insurance Brokers In Ghana
Read More
Prudential Life Insurance introduces Mekakrawa-Micro Insurance in Sunyani
Read More
Serene Insurance Company, The New Face Of Insurance
Read More
Hollard Insurance is the Best Organisation in Compensation and Benefits
Read More

Why Buy Insurance ?

There will be no need for insurance if we are living in a perfect world on this planet called EARTH. Our goods would always arrive at their destination

Read More

Emerging Trends In Ghanaian Insurance Market An Overview

According to a report by a UK based IT Solutions, Ghana has one of the fastest growing insurance industries in the world.

Read More

Top 10 Insurance Brokers In Ghana

Ghana 2016 68 Insurance brokering companies that operated in Ghana in 2016 earned Income of GHC 73,144,221 in 2016 representing growth rate of 12%.

Read More

What Your Insurance Broker Should Do For You

Read More

Your insurance Needs

Are you looking for cost-effective solutions for your insurance needs?. Get in touch with us and we will navigate you through the market

Contact Us