Designed by insurance brokers,
developed for insurance brokers

Digitize processes, automate tasks and drive your brokerage to maximum productivity

Document Management
Centralized server
Automate reports
Tesis Broker Manager - Home
All in one Everything under control SASS Business rules Notices of non-payments Fast Detailed reports Multi-device Automation Power

Tesis Broker Manager is the management software that changes the rules: online, multi-user, multi-brokerage, mobile and responsive… No installation or hosting: everything in the cloud.


We complete the migration in four simple steps. Very easy!

  • 1. Test migration. We will analyze all the data.
  • 2. 2. Preparation of the client’s environment and training of their team.
  • 3. Final migration, last test + certification of the process.
  • 4. That’s it, let’s get to work! So simple and easy for ever.

From any other solution you are currently using

¡Contact us and let us guide you!
The number 1 ERP in the market and the best rated among brokers and agents.

Integrated with all the leading insurance companies

The largest connectivity portfolio for your clients: connection with CIMA and EIAC standards.

The Dashboard focuses on the broker’s need and offers contrasted information at different levels of the business. It incorporates a wide range of indicators for measuring objectives and is capable of generating consolidated reports at association or organization level.
Wide range of communication tools: document manager, programmed task organizer and parameterizable business rules… All focused on the mediator’s environment and daily work.

Manage your brokerage, automate tasks, digitalize processes, plan strategies and control your portfolio… Discover the platform that will multiply your efficiency!

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Need more time for your business? Discover our “Remote Hands” service

If Tesis administration tasks take up too much of your time, we can help you: we provide you with a team of specialists to take care of all the routine tasks for you, all in remote format. All in remote format. Interested?

Discover Manos Remotas

Nº1 also in figures

  • +85 Insurance companies
  • +3.5k/day Processed files
  • +32k/day Records processed
  • +1.5k/day Tasks executed
  • +65k Mail and SMS sent

Willing to find out more? Whether you are a independent broker or a brokerage, we are eager to show you how we can grow your business.

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