AI in the brokerage: study by the DKM's KI Navigator, with AssCompact Take part now!

The AI-native operating system built to scale your brokerage.

Modus connects communication, data, and systems so AI agents can run entire operational workflows - from new business to claims.

Die Modus Oberfläche im Einsatz
Versuro
AssCompact
SmartCircle
DKM
Smarte Absicherung
policendirekt
Versicherungsbote
Pfefferminzia

Scale revenue. Not complexity.

3 hrs

Average productivity gain per employee / day

more revenue per employee across the entire brokerage

higher likelihood of closing the deal

Deploy AI agents that automate your individual processes end to end.

Modus provides the coordination, integration, and control layer on which your AI agents execute processes securely and end to end across your existing system landscape.

Discover Modus

Every request, one place

Every request comes in, no matter the channel - email, WhatsApp, phone, document, meeting, or customer portal.

Posteingang···
Adressänderung - ADEO Software GmbH2 Min
Rückfrage Deckung - M. Müller8 Min
Rückruf Schaden - Nova Gastro14 Min
Police PDF - Meyer Transport GmbH1 Std
Antrag Cyber - Vertex Digital GmbH2 Std
E-Mail
WhatsApp
Anruf

Instantly up to speed

Modus automatically assigns the request to the right customer and enriches it with everything already known - history, existing policies, prior communication.

MM

Max Müller

Privatkunde · Kunde seit 2021

Zugeordnet

Verträge

Privathaftpflichtaktiv
Hausrat XLaktiv
Kfz - VW ID.4aktiv

Historie

Schaden reguliertMrz 2025
Beratung VorsorgeNov 2024
Vertrag angepasstJul 2024
Kunde erkannt
Kontext geladen

The agent takes over

The agent takes over the case and works through it step by step - from risk identification to a comparable quote.

Vorgang · Angebot Cyber-Schutz···
Risiko erkannt
Risikodaten erfasst
Zusätzliche Risikodaten eingeholt
Angebote eingeholtläuft…
Vergleich erstellt
Kunde informiert

Schritt 4 von 6 · vollautomatisch

Agent aktiv

Checked before it goes out

Every step is validated against real policy and case data before it is executed - the employee keeps sign-off.

Prüfung vor Freigabe···
Deckung gegen Police geprüft
Vorgangsdaten verifiziert
Beratungspflicht dokumentiert
Mitarbeiter behält die FreigabeFreigeben
Verifiziert

Done, with no rework

The quote is created, recorded in the broker management system, and the customer informed - no double entry, no manual intermediate step.

Angebot · Cyber-SchutzErstellt
Im Maklerverwaltungsprogramm hinterlegt
Kunde informiert
Ohne Doppelerfassung

1 tool. Every workflow. For every team. For every employee.

Modus captures every request via email, WhatsApp, phone, document, or portal, automatically assigns it to customer and case, enriches it with history and policy data, and prepares a ready-to-send reply draft.

Case creationTo-do distributionContext enrichmentCustom AI repliesAuto follow-upsDirect link to systems
Posteingang···
Angebotsanfrage Cyber - Fischer GmbH2 Min
Rückfrage Deckung - M. Meier8 Min
Rückruf Schaden - Nova Gastro14 Min
Police PDF - Meyer Transport GmbH1 Std
Antrag Cyber - Vertex Digital GmbH2 Std

Kontext geladen

Vorgang erstellt

Aufgabe zugewiesen

KI-Entwurf bereit

Follow-up an Underwriting

Broker view

One central Inbox. For the entire brokerage.

Every team works from the same inbox, integrated into the existing system landscape. Modus automates individual workflows and becomes more self-sufficient with every case. The employee only steps in where their expertise matters.

Modus Inbox aus Maklersicht - zentrale Inbox mit Vorgängen und KI-Aktionen

Customer view

One client portal. For self-service insurance management.

Every client sees their risks, contracts, claims, and communication in their own portal. Rating calculators, comparison and application flows resolve most requests directly, leaving advice for the cases that truly need it.

Gebrandetes Kundenportal mit Vertragsübersicht aus Kundensicht

Scale revenue, don't fight operational complexity.

Communicates on every channel

Email, WhatsApp, phone call, document, meeting - every request arrives and is sorted automatically.

E-Mail
WhatsApp
Anruf
Dokumente
Meeting

Seamlessly integrated

No migration, no training, no new login. Modus writes back into your broker management system or CRM - without duplication.

MVP
CRM
Rechner
Pools
WhatsApp
Ohne Doppelerfassung

Your own processes, automated

Individual processes are automated by the Modus agents, instead of replacing them with rigid standards.

Agent aktiv
Vorgang · Angebot Cyber-Schutz···
Risiko erkannt
Daten erfasst
Tarife verglichenläuft …
Angebot erstellt

Schritt 3 von 4 · vollautomatisch

One solution for operations

Everyone works from the same view, everyone stays in control: review, adjust, let it run.

MIJSDPGanzes Team
Adressänderung · ADEONeu
Deckung Cyber · M. …Zugeordnet
Rückruf Schaden · NovaGeprüft
Freigegeben

Context, always complete

History, policies, prior communication - ready automatically, without anyone having to search.

Kunde erkannt
MK

Markus Kleinert

Privatkunde · Kunde seit 2021

Verträge

Privathaftpflicht

Hausrat XL

Kfz · VW ID.4

Historie

Schaden reguliert

Beratung Vorsorge

Vertrag angepasst

Kontext geladen

Learns from every case

Every case and every correction makes the next one better and faster - Modus takes on more and more over time.

Wird mit jedem Vorgang besser

Antwortvorschlag ·
Adressänderung

Korrigiert
Von Mitarbeiter angepasst

Trefferquote über Zeit

Built for the highest standards of data security.

Per-broker data isolation

Customer data, policies, and case history are strictly isolated and never shared with other accounts.

Complete audit logging

Every action taken by Modus is versioned, logged, and remains fully traceable in the audit trail.

Structural verification

Every response and action is verified against actual policy and case data before reaching a customer or insurer.

Traceable, documented and auditable at any time

Every work step is documented traceably and stays transparent and auditable at all times.

ISO 27001 zertifiziertISO 27701 zertifiziertDSGVO-konform

Modus. Live in production.

Versuro
Requests automatically land in the right place - our team gains noticeable time for customers.

Johann

Co-founder & Head of Data and IT, Versuro

Read the success story
Johann
SmartCircle Finanz
Modus simplifies organization and makes day-to-day advisory work noticeably more efficient.

Pascal

Managing Director, SmartCircle Finanz

Read the success story
Pascal
SureIn
A large share of standard requests now runs directly through the portal - that creates room for the cases that need advisory.

David

Management, SureIn

Read the success story
David

Ready to decouple growth from complexity and headcount?

Frequently asked questions about AI for insurance brokers

Most tools that call themselves this are chat assistants with insurance branding. They draft an email or summarize a document - nothing more. Modus is built differently: it reads what a request is about, matches it to the right customer, and drives the case through multiple systems, instead of just delivering a text snippet. The difference between “helps you write” and “gets the job done” is exactly the point.

It depends on the tool stack you already have. Anyone working with Ameise or Professional Works doesn't need another isolated solution on top, but something that works across the existing systems. Modus sits as a layer over your book of business - not as yet another tool alongside it.

Yes, that's essentially the core job of the Modus Inbox. Email, WhatsApp, document - it comes in, gets assigned to the right customer and case, and the next step is already there as a suggestion. The employee confirms, changes a small detail, or lets it run. That's it.

Not completely yet, and that isn't the goal on day one either. In the beginning, the AI prepares the reply and a human signs off - classic copilot. The more cases run through, the more routine cases run on their own, without anyone looking. Anything that deviates from the standard still ends up with a human. That's intentional, not a limitation.

The market ranges roughly from a few euros per user per month to several hundred euros for deeply automated workflows - depending on how much the tool actually takes on. Modus starts with a per-seat price, transparent and with no fine print, and only grows into usage-based models once there's enough real usage data to price fairly. Important: the market range above is a market range, not a Modus price - the current Modus terms are listed separately on the product page.

If it only saves time, the effect is smaller than you'd think - an hour saved per day is nice, but it changes little about the business. It gets interesting only when the freed-up capacity flows into real new business and cross-selling. That's why revenue per employee is the metric that actually measures this - not minutes per case.

Not with a specialist module, but with communication - that's where every case begins anyway, and where the effort is lowest for the benefit it delivers. From there, the rest builds logically: first new business, then the book of business, then claims and service. Each step uses the context the previous one already gathered.

No, and that isn't the plan either. The broker management system stays where contracts and billing are managed - Modus lays itself over it as a working layer, with direct write-back into systems like Ameise or Professional Works. No switch, no migration. The work simply happens increasingly in Modus, no longer in the broker management system.