Company Performance Metrics
Assurevo provides a software-as-a-service platform for insurance brokers and related professionals to centralize client management and operational workflows. The platform combines CRM features for managing customer records, leads, documents, and communications with tools for onboarding and digital subscription. Its commission engine reads and
analyzes commission statements from multiple insurance companies, then allocates payouts across multi-level agent and network structures according to configurable rules. Assurevo includes integrated eIDAS-compliant electronic signature to capture client consent and store signed contracts within each dossier. The solution also offers a conversational AI assistant trained on insurance regulation to support questions on compliance, DDA requirements, and portfolio data. Dashboards give firms real-time visibility into production, commissions, and network performance, helping them standardize processes and maintain audit-ready records.
