Insurance Brokerage Software for Brokers, Agencies & Bancassurance Teams
Purpose-built for insurance brokers, corporate agencies, bancassurance providers, and intermediary networks — unify CRM, policy lifecycle, commissions, and underwriter connectivity on one platform trusted across Kenya and Africa.
Win more business with less operational drag. WEFI Broker gives producers a faster quote-to-bind path, gives operations full visibility on every submission, and gives finance commission integrity — so you scale branches and underwriter relationships without spreadsheets or revenue leakage.
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.
Overview
WEFI Broker is our flagship insurance operations platform. Whether you are an independent broker in Nairobi, a multi-branch agency network, or a bank selling insurance alongside credit, Broker digitizes client onboarding, policy administration, commission reconciliation, and underwriter connectivity — with enterprise security, audit trails, and phased implementation that respects how you already work with insurers.
Features
Brokerage CRM
Unified client, policy, and renewal views across branches and product lines.
Underwriter connectivity
Submit quotes, binders, and endorsements with status tracking and document exchange.
Commission automation
Calculate splits, reconcile payouts, and export finance-ready reports.
Policy lifecycle
From quote to renewal — tasks, SLAs, and audit trails at every stage.
Digital onboarding & KYC
Capture documents, e-signatures, and compliance checks in one flow.
Executive dashboards
Production, retention, and branch performance in real time.
Benefits
Issue policies faster
Cut handoffs between sales, operations, and underwriters by up to 40%.
Grow without chaos
Standardize processes as you open new branches or product lines.
Stay audit-ready
Role-based access, immutable logs, and regulator-friendly exports.
Use cases
- Independent insurance brokers scaling from single-office to multi-branch networks
- Corporate agencies managing commercial, motor, medical, and employee benefits lines
- Bancassurance and bank insurance teams cross-selling with core banking journeys
- Insurance networks and aggregators coordinating members and multiple underwriters
Integrations
Customer outcomes
Agencies on WEFI Broker target measurable improvements across speed, revenue integrity, and scale — validated during implementation and hypercare.
Faster policy processing
Agencies reduce quote-to-bind cycle time by standardizing submissions and eliminating re-keying between sales and operations.
Less commission leakage
Automated splits and reconciliation catch overrides, clawbacks, and missing payouts before they hit your P&L.
Higher producer productivity
Producers spend more time selling and less time chasing underwriter status or fixing spreadsheet errors.
Time to go-live
Phased rollout lets you start with CRM and policy tracking, then add underwriter APIs and branch controls.
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 demoImplementation methodology
Proven delivery for insurance distribution — from discovery through hypercare, without big-bang risk.
Discover & design
- Process mapping across sales, operations, and finance
- Underwriter integration prioritization
- Branch and role model definition
Configure & migrate
- Product templates, commission rules, and approval chains
- Client and policy data migration
- UAT with producer and operations champions
Integrate & launch
- Underwriter API or file connectivity (phased)
- Payment, SMS, and accounting integrations
- Hypercare and executive readiness review
Deployment options
Managed cloud (recommended)
Secure multi-tenant hosting with automated backups, monitoring, and 99.9% uptime SLA — fastest path to value for most agencies.
Private cloud
Dedicated environment for groups requiring isolated infrastructure while retaining managed operations.
On-premise
Deploy within your data centre for strict data residency or regulator-directed requirements, with WEFI implementation support.
Security & compliance
Role-based access control
Segregate producer, operations, finance, and admin permissions with branch-level scopes and approval matrices.
Audit trails & immutability
Every policy change, submission, and commission adjustment is logged for internal audit and regulator requests.
Encryption & secure integrations
TLS for data in transit, encrypted storage for sensitive fields, and authenticated API access for underwriter connectivity.
Regulatory alignment
Implementation mapped to IRA documentation practices, KYC capture, and exportable reports for compliance reviews.
Integration architecture
A layered model connects your distribution front office to underwriters, payments, and finance — orchestrated with WEFI BPA where workflows span systems.
Distribution & CRM
Client, producer, and policy data at the centre of your operations.
Underwriter connectivity
Structured submissions without email chaos.
Payments & notifications
Collect premiums and keep clients informed.
Finance & core systems
Close the loop with accounting and banking.
Why 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 in action
Launch the live platform or book a personalized demo with our insurance specialists.