Broker workspace
Run clients, policies, vehicles, claims, documents, comms, chat, and tasks from one signed-in workspace.
Insurance operations · worldwide
One workspace for connected insurance operations
Broker teams run the book. Underwriters collaborate on the same records. Clients manage cover from a phone-friendly app. Policies, claims, documents, and activity stay together.
Product at a glance
Three connected environments. One record chain.
Underwriter collaboration
Partners see the same clients, policies, claims, and documents — without a parallel inbox.
Client app
Invited policyholders follow cover, claims, vehicles, and documents from a phone-friendly portal.
- Client
- Vehicle
- Policy
- Claim
- Documents
- Activity
Why BerrySure exists
Insurance operations break when files, claims, and handoffs live in different places.
Fragmented claims
One claim record
Motor and glass claims carry fields, attachments, notes, and activity on the client and vehicle file — not across inboxes and drives.
Unlinked records
Connected files
Clients, vehicles, and policies stay linked so handlers and partners share one view of cover and context.
Incomplete handoffs
Shared collaboration
Broker teams and underwriter partners work from the same claim and document record instead of forwarding a partial pack.
What you can do today
Each chapter is a live capability in BerrySure — not a roadmap slide.
Claims
Structured motor and glass workflows with attachments and claim activity on the same client and vehicle record.
Documents
Files upload to secure storage and stay linked to clients, vehicles, policies, or claims — searchable from the workspace.
Vehicles & policies
Registration, cover, and related documents live on connected records so claims do not start from a blank form.
Administration
Role-based admin with PIN verification for sensitive functions — employees, clients, policies, vehicles, and claims at organisation level.
Underwriter collaboration
Underwriter staff sign in to a portal aligned with broker records: clients, policies, vehicles, claims, documents, and chat.
Client app
Invited clients see vehicles, claims, policies, and documents on a phone-friendly dashboard — with notifications and language settings.
The client app is for people who need cover on the move — including operators who work from a phone, not a desk.
Communication
SMS, group SMS, and call history from the comms workspace — tied to clients, not a side inbox.
Team chat
Direct and group messaging for broker and underwriter staff, with history in the workspace.
Tasks
A three-column board — To do, In progress, Completed — with assignments and notifications.
Payslips & payroll
Approve employee payslips, generate PDFs, and email staff from admin where payroll is enabled.
Cover confirmations
Generate cover confirmation documents from client and policy context in the broker workspace.
BerrySure CoPilot
Ask the workspace
The same right-hand rail staff use after sign-in. Look up a client, a plate, or an in-progress claim — results open the same pages as the lists. CoPilot retrieves workspace information; it does not replace underwriting or regulatory decisions.
Book a demoBerrySure CoPilot
Workspace assistant
Ask about clients, vehicles, policies, claims, and tasks. Matches open the same row you would click in a list.
Sign in to ask the live workspace. This field is a preview.
Built for regulated insurance operations
BerrySure is designed for brokerages that must keep records, control access, and show who changed a file. It does not replace your organisation’s licences or compliance obligations, and it is not a licensed insurer.
- POPIA-aware data protection
- Secure cloud storage
- Role-based access control
- Admin PIN for sensitive functions
- Encrypted connections (SSL/TLS)
- Claim activity history
- Secure document management
- Controlled user permissions
- Compliance-ready record keeping
See BerrySure in action
Book a demo with Berry Deep. Existing users: sign in as Broker, Underwriter, or Client.