Insurance Agency Management System for Growing Networks
Give producers, operations, and finance one system of record — from quote intake through renewal, commission payout, and executive reporting.
Standardize how every branch sells, services, and reconciles policies so you scale revenue without scaling operational chaos.
Live platform
Access WEFI Broker
Launch the cloud-based insurance brokerage platform at broker.mywefi.com. Browser-based access for producers, operations, and finance — quotation management, policy administration, premium management, and underwriter connectivity in one environment.
Cloud access
Secure browser-based access — no local installs for producers or operations.
Quotation management
Create, track, and convert quotes with underwriter status in one place.
Policy administration
Binders, endorsements, renewals, and full policy lifecycle control.
Premium management
Collections, allocations, and reconciliation aligned to your finance process.
Underwriter connectivity
API and file-based submissions with document exchange and SLAs.
Built for
- Single-office agencies preparing for multi-branch growth
- Regional agency networks with centralized finance
- Franchise-style intermediary networks
- Corporate agencies with dedicated operations teams
Capabilities
Producer & branch CRM
Pipeline, tasks, and renewals with branch-level permissions and targets.
Policy administration
Quotes, binders, endorsements, and renewals with SLA tracking.
Commission engine
Configurable splits, overrides, and clawbacks with audit-ready exports.
Network governance
Standard operating procedures, templates, and approval matrices across branches.
Broker ROI estimator
Model potential annual value from faster policy processing, reduced reconciliation effort, and fewer commission errors. Adjust inputs to match your agency — then book a demo for a tailored business case.
Estimated annual value
KES 45,600
- ~100 operations hours saved per month
- ~0.6 FTE equivalent capacity unlocked
- Includes conservative commission-error prevention assumption
Illustrative model only — not a guarantee. Your demo includes a tailored ROI worksheet with your product mix and underwriter landscape.
Get your tailored ROI in a demoWhy enterprises trust WEFI
WEFI (Wefi Limited) combines deep insurance, banking, and government implementation experience with product engineering in Nairobi — E-E-A-T signals backed by production deployments, not slides.
Insurance distribution expertise
15+ years building brokerage CRM, policy lifecycle, commission engines, and underwriter connectivity for African insurance markets.
Banking & bancassurance
Workflow automation and lending platforms integrated with core banking — HF Group and regional banks trust WEFI for regulated operations.
Government & scale delivery
County eServices serving 125,000+ registered citizens — proof we ship secure, high-availability platforms under public scrutiny.
Solution architecture
API-first integration layers, phased rollouts, and BPA orchestration — so you modernize without replacing every legacy system at once.
Implementation experience: 500+ automated workflows, multi-branch agency rollouts, and underwriter integrations delivered with discovery-to-hypercare playbooks.
Frequently asked questions
See WEFI Broker for your agency
Launch the live platform or book a personalized demo with ROI discussion — brokers, agencies, bancassurance, and networks welcome.