Most insurance brokerages in Lebanon still run on a mix of Excel sheets, WhatsApp messages and paper files. It works until the portfolio grows, a renewal slips through, or the exchange rate moves and nobody remembers what a client actually paid. This guide explains what brokerage software must do in the Lebanese market, and how CeevTech Brokers, the insurance broker software we build in Jbeil, handles each point.
What "brokerage software" means
An insurance brokerage system is the back office of the brokerage: the place where every client, every policy, every renewal date, every receipt and every insurer settlement lives. It is different from the insurers' own portals, which only show that insurer's policies, and different from a generic CRM, which knows nothing about premiums, commissions or policy lines.
1. It must handle USD and LBP properly
This is the first thing to check. A brokerage in Lebanon collects premiums in dollars and in lira, often for the same policy over its life. The software has to record each transaction in the currency it was paid in, and it has to remember the exchange rate on that day. If the rate is not frozen on each transaction, a receipt entered last year changes value every time the rate is updated, and the client statement no longer matches what was collected.
CeevTech Brokers records receipts, insurer settlements and commissions in USD or LBP and freezes the exchange rate on every transaction. We wrote a separate guide on USD and LBP accounting for insurance brokers.
2. Renewals must come to you
A brokerage earns most of its income from renewals, and loses clients when a renewal is missed. Good software does not wait for you to open a report. It shows what is due in the coming days and reminds you every morning.
In CeevTech Brokers the home screen lists renewals due in the next days, and a notification goes out every morning with upcoming renewals, payment reminders and tasks. Renewal and payment reminders can also be sent to clients by SMS.
3. Commissions per insurer, not in a spreadsheet
Brokers work with several insurance companies, each with its own settlement schedule and commission terms. The software must keep an account per insurer: what was collected on its behalf, what was settled, and what commission is due. Without this, the end-of-month reconciliation is done by hand, and errors are only found when an insurer disputes a statement.
CeevTech Brokers keeps insurer accounts with settlements and commissions per insurance company, and reports written premium by line of business and by insurer.
4. Arabic and English
Teams in Lebanon switch between Arabic and English during the same day. Software that exists only in English slows down data entry for part of the team. Check that the whole interface, not just a few labels, is available in both languages. CeevTech Brokers is fully available in Arabic and English.
5. Phone and web, same data
Brokers are on the road: at clients, at insurers, at the mechanic for a motor claim. The software has to work on the phone, with the same data as the office computer. An Android app plus a web app covers most teams. CeevTech Brokers has an Android app on Google Play and a web app that opens in any browser; the App Store version is coming soon.
6. Private data, roles for the team
Client lists are the brokerage's most valuable asset. Each brokerage should have its own isolated workspace, and each team member should sign in with their own credentials and a role that limits what they can see and change. CeevTech Brokers gives each brokerage a private workspace, sign-in with a mobile number and SMS code, and four roles: owner, manager, data entry and viewer.
7. Less typing
Entering a new motor policy means copying an ID, a car registration and the policy details. Software that can read a photo of those documents and fill the form for you saves time and typos. CeevTech Brokers reads a photo of an ID, a car registration or a policy and pre-fills the form for you to review before saving.
8. A team you can reach
Software is only as good as the people behind it when something needs changing. Prefer a provider you can call. CeevTech is based in Jbeil, and setup, training and support come from the team that builds the app, on WhatsApp or by phone.
How much does brokerage software cost in Lebanon?
Prices vary with the size of the brokerage and the number of users. CeevTech Brokers is quoted on request, based on the size of your brokerage; ask for a quote and you will have it within 24 hours. Be careful with software priced per policy or per insurer, because the cost grows with your success.
Frequently asked questions
What is the best insurance brokerage software in Lebanon?
The best choice is the one that handles USD and LBP with a frozen rate per transaction, tracks renewals with daily reminders, keeps commissions per insurer, works in Arabic and English, and runs on the phone. CeevTech Brokers was built in Lebanon around exactly these needs.
Can I use a normal CRM for an insurance brokerage?
A generic CRM stores contacts and notes, but it does not understand policies, renewal dates, premiums, insurer settlements or commissions. You end up rebuilding those in custom fields and spreadsheets. A brokerage system has them built in.
Does CeevTech Brokers work on iPhone?
The Android app is on Google Play, and the web app works in Safari on iPhone with the same data. The App Store version is coming soon.
How do I move my existing clients into the system?
CeevTech sets up your private workspace, adds your insurers and lines of business, and helps your team bring the portfolio in. Contact us with the size of your portfolio and we will agree the plan with you.
Ready to see it with your own portfolio? Request a CeevTech Brokers demo.