Technology and AI for insurers, brokerages and intermediaries
AI-powered portfolio financial risk analysis, automated bank reconciliation, financial consolidation for insurance groups and platforms to interact with contracts and policies in natural language.
Your sector's challenges
Insurers, brokerages and intermediaries face risk, data and compliance challenges that their current tools cannot solve.
Manual portfolio risk analysis
No tools to systematically analyse claims risk, premium non-payment and risk concentration across the portfolio.
Inaccessible policies and contracts
Thousands of PDF policies and reinsurer contracts requiring manual search to extract key information.
Complex premium bank reconciliation
High volume of premium collections across multiple banks and payment methods with no automatic reconciliation.
No consolidated view of the insurance group
Subsidiaries and group companies without a tool that consolidates the overall financial position.
TBE solutions for this sector
The TBE ecosystem components designed to give insurers and intermediaries the control, intelligence and compliance they need.
AI portfolio analysis
Detect risks in your client portfolio, exposure concentration and premium non-payment signals.
View solutionTalk to your policies and contracts
Query conditions, clauses, expiry dates and exclusions in natural language. Coming soon.
View solutionAutomatic premium reconciliation
Automate the reconciliation of premium collections across multiple banks and brokers.
View solutionConsolidated group view
Financial close across subsidiaries and companies of the insurance group.
View solutionERP with integrated Verifactu
Commission and services invoicing with native tax compliance.
View solutionSecure cloud for sensitive data
Microsoft 365, Azure and cybersecurity with GDPR compliance for policyholder data.
View solutionThe TBE process for insurers
Four steps for your insurer or brokerage to achieve full control over risk, data and compliance.
Financial diagnostic
We analyse the client portfolio, premium flows and current systems to identify priority risks and areas for improvement.
Risk and portfolio intelligence
We activate the AI risk analysis engine on portfolio data and configure claims and non-payment dashboards.
Reconciliation and treasury
We automate premium bank reconciliation across all banks and brokers, eliminating manual balancing work.
Complete ecosystem
We complete group consolidation, deploy AI Docs on policies and contracts, and ensure GDPR compliance in the cloud.