What is the best software for insurance brokers?

The best tool depends on what you need most. For administration and commission records, a broker management program is strong. If your biggest cost is the admin after client meetings, a self-updating CRM like FinPortal removes that work by drafting notes and follow-ups and updating the pipeline automatically.

What is a broker management program (MVP)?

A broker management program (Maklerverwaltungsprogramm) is an insurance broker's central administration software: clients, contracts, claims, documents, and commissions in one system, usually with insurer interfaces (BiPRO, GDV). It is built for administration and compliance; the daily data entry generally remains manual.

Which broker management programs exist?

The best-known programs in the German-speaking market include keasy (vfm), AMS and VIAS (assfinet), zeitsprung, Insurgo, aB-Agenta (artBase!), and Smart Admin (Smart InsurTech), plus specialised and regional vendors. FinPortal adds a CRM to this category that does the after-meeting admin automatically.

How much does insurance broker software cost?

Most MVP vendors only quote prices on request. Publicly priced today are Insurgo (from EUR 89 per user per month on an annual contract, add-ons extra) and FinPortal (CRM 97, Pro with all AI features 147 per user per month, CHF/EUR). With modular pricing, add up the modules you actually need, or you end up comparing base prices with all-in prices.

Is there free software for insurance brokers?

A full, permanently free MVP effectively does not exist; free usually means trial periods, stripped-down entry tiers, or industry-neutral CRMs where you rebuild the broker features yourself. The more honest comparison is total cost per user including modules. FinPortal offers a 14-day pilot with the full feature set instead of a free tier.

How is FinPortal different from a broker management program?

Broker management programs are built around contracts, commissions, and records, with manual data entry. FinPortal is built around the client conversation: it captures the meeting and drafts the notes, follow-ups, and pipeline updates for you, with data kept on your own computer.

Is FinPortal for real estate agents?

No. FinPortal is for insurance brokers and financial advisors. Real estate tools (Immobilienmakler software) are a separate category and a separate audience.

Can I try FinPortal before committing?

Yes. There is a 14-day pilot with a card on file. Nothing is charged until day 14, and you can cancel anytime.

Comparison

Software for insurance brokers compared: the main vendors in 2026.

An honest overview of the main broker management programs and CRMs in the German-speaking market, and where a self-updating CRM like FinPortal fits.

Start your 14-day pilot

This guide is about software for insurance brokers and financial advisors (Versicherungsmakler and Finanzberater), not real estate tools (Immobilienmakler software like onOffice or FlowFact is a separate category). We first place the three broad approaches, then introduce the vendors most commonly evaluated in the German-speaking market: keasy, AMS and VIAS from assfinet, zeitsprung, Insurgo, aB-Agenta, Smart Admin, and FinPortal.

Classic broker management programs (MVP)

Broker management programs (Maklerverwaltungsprogramme) are the established backbone for many brokerages: contracts, commissions, and client records in one system. They are strong at administration and compliance records, but the day-to-day data entry is still manual. You type the notes and write the follow-ups yourself.

General CRMs

A general CRM (the kind used across many industries) is flexible and familiar, but it is not built for advice-led insurance work, and it still expects you to keep it up to date by hand. Meeting notes and follow-ups usually mean a second tool bolted on.

FinPortal: a CRM that keeps itself up to date

FinPortal is built for insurance brokers and financial advisors and does the after-meeting admin for you. It drafts notes, next steps, and follow-ups, advances the pipeline automatically, and keeps recording, transcription, and AI processing on your own computer. You review before anything goes out. Pricing is public: FinPortal CRM 97, FinPortal Pro with all AI features 147 per user per month (CHF/EUR).

A fit when your biggest time sink is the after-meeting admin.

The main vendors, one by one

All facts come from the vendors' public websites or industry press (as of July 2026) and are kept deliberately brief. This is not a ranking: confirm details and current terms directly with each vendor.

keasy (vfm Konzept GmbH)

keasy comes from the vfm group and was developed by an association of independent insurance brokers. The cloud-based MVP covers mail intake with automatic document processing, workflows, a sales dashboard, and commission data import (100+ import profiles). AI functions were added from late 2025, such as automated processing of claims reports. In 2026, keasy received the MaklerChampion Platinum award. Pricing is not published.

A fit if you want an established German MVP with deep administration features.

AMS and VIAS (assfinet)

assfinet (founded 1991, today part of the British Acturis Group) runs AMS and VIAS, two of the most widely used broker management programs in Germany. Industry reports have put their combined market share at over 50 percent at times; AMS is described as Germany's most installed MVP with more than 20,000 workplaces. Both lines are available on-premise and from the cloud. Pricing on request.

A fit if you want the market standard with a large ecosystem and deployment choice.

zeitsprung

zeitsprung from Pforzheim builds software for the whole insurance industry, from brokers and pools to insurers. The MVP is fully web-based (zeitsprung Cloud) and ships BiPRO data services, GDV clearing, digital broker mail, and the AI module ZOE. The company cites more than 6,000 supported firms. Pricing on request.

A fit if you want a fully web-based solution with strong BiPRO and data automation.

Insurgo

Insurgo from Berlin targets small and mid-sized brokerages and financial service providers. The cloud MVP leans heavily on automation: an AI agent for routine tasks, automatic document classification (Postfach Plus), digital signatures, and a client app. It is one of the few vendors with public pricing: from EUR 89 per user per month on an annual contract, with add-ons like Postfach Plus or the AI agent priced separately.

A fit if you want a modern cloud MVP with transparent pricing and heavy automation.

aB-Agenta (artBase! Software)

aB-Agenta is one of the few MVPs that explicitly serves brokers in Germany, Austria, and Switzerland, including OMDS import for the Austrian market. The base is a Windows application, extended by the aB-Agenta touch web app and a client portal. The vendor points to more than 40 years of industry experience and a top support rating in a Versicherungsbote survey. Price list on request.

A fit if you work in Austria or Switzerland, or prefer a desktop solution with a web companion.

Smart Admin (Smart InsurTech)

Smart Admin from Smart InsurTech (Hypoport group, Berlin) targets scaling distribution organisations, broker houses, and pools, but also serves individual brokerages. Cloud operation in certified German data centers, BiPRO interfaces, commission settlement, and AI-supported dark processing are core. The pricing model is usage-based and not published.

A fit if you run a growing distribution structure with many users and standardised processes.

Side by side

How the three approaches compare on the things brokers feel every day.

Criterion	Broker management program	General CRM	FinPortal
Built for	Insurance / financial brokers	Industry-neutral	Insurance brokers & financial advisors
Known vendors	keasy, AMS, VIAS, zeitsprung, Insurgo, aB-Agenta, Smart Admin	Salesforce, HubSpot, Pipedrive	FinPortal
Data entry after a meeting	Manual	Manual	Automatic, you review
Notes & follow-up drafts	Manual	Manual or add-on tool	Drafted automatically
Pipeline updates	Manual	Manual	Advances as you talk
Recording & AI processing	Varies	Varies	On your own computer
Calling & WhatsApp on the record	Sometimes	Sometimes	Included
Price	Varies	Varies	CRM 97 / Pro 147 per user per month (CHF/EUR)

Categories are generalisations to help you place a tool. All third-party facts come from the vendors' public websites or industry press (as of July 2026), with no claim to completeness. Always confirm features and pricing directly with the vendor.

Frequently asked questions

What is the best software for insurance brokers?: The best tool depends on what you need most. For administration and commission records, a broker management program is strong. If your biggest cost is the admin after client meetings, a self-updating CRM like FinPortal removes that work by drafting notes and follow-ups and updating the pipeline automatically.
What is a broker management program (MVP)?: A broker management program (Maklerverwaltungsprogramm) is an insurance broker's central administration software: clients, contracts, claims, documents, and commissions in one system, usually with insurer interfaces (BiPRO, GDV). It is built for administration and compliance; the daily data entry generally remains manual.
Which broker management programs exist?: The best-known programs in the German-speaking market include keasy (vfm), AMS and VIAS (assfinet), zeitsprung, Insurgo, aB-Agenta (artBase!), and Smart Admin (Smart InsurTech), plus specialised and regional vendors. FinPortal adds a CRM to this category that does the after-meeting admin automatically.
How much does insurance broker software cost?: Most MVP vendors only quote prices on request. Publicly priced today are Insurgo (from EUR 89 per user per month on an annual contract, add-ons extra) and FinPortal (CRM 97, Pro with all AI features 147 per user per month, CHF/EUR). With modular pricing, add up the modules you actually need, or you end up comparing base prices with all-in prices.
Is there free software for insurance brokers?: A full, permanently free MVP effectively does not exist; free usually means trial periods, stripped-down entry tiers, or industry-neutral CRMs where you rebuild the broker features yourself. The more honest comparison is total cost per user including modules. FinPortal offers a 14-day pilot with the full feature set instead of a free tier.
How is FinPortal different from a broker management program?: Broker management programs are built around contracts, commissions, and records, with manual data entry. FinPortal is built around the client conversation: it captures the meeting and drafts the notes, follow-ups, and pipeline updates for you, with data kept on your own computer.
Is FinPortal for real estate agents?: No. FinPortal is for insurance brokers and financial advisors. Real estate tools (Immobilienmakler software) are a separate category and a separate audience.
Can I try FinPortal before committing?: Yes. There is a 14-day pilot with a card on file. Nothing is charged until day 14, and you can cancel anytime.

Compare it the honest way: on your own meetings.

Run the 14-day pilot with your team. Nothing is charged until day 14.