A dashboard that shows what expires, what earns and who to call today, and a website that brings quote requests instead of window-shoppers. For brokers tired of deciding in the dark.
Move your mouse: the umbrella follows.
Tuesday, 8:40 AM. The auto-insurance client just signed with another broker: the policy expired last week and nobody warned you. Scroll and watch each issue get its stamp.
“My website is an idle business card. Leads land on WhatsApp and I don't even know where they came from.”What we build
A fast website with quotes by line, pages built for Google (by line and city) and a WhatsApp button that already reports where the contact came from.
“I send dozens of quotes a month and don't know how many turn into policies, or why not.”What we build
A quote → proposal → issued funnel by channel, line and broker, with the reason for every loss.
“Every insurer has its own portal. I keep opening tabs just to build one report.”What we build
One consolidated portfolio: premium, line, insurer and channel on a single screen, refreshed without copy and paste.
“The statement arrives as a PDF and I only find the gap months later.”What we build
From premium written to the commission the brokerage keeps, by insurer and line, with expected-versus-received checks.
“I find out the policy expired when the client has already signed elsewhere.”What we build
An expiry radar, commission up for renewal and at risk, and a list of who to call today.
“Which line earns the most per dollar sold? Which insurer do I depend on too much?”What we build
A volume × commission quadrant by line, insurer concentration and cross-sell: who has auto but no home cover yet.
Enter your brokerage's numbers. The calculation runs in your browser, nothing is sent, and the result is an estimate to start a conversation, not a promise.
Simple estimate: policies × points gained × average premium × commission. Ignores seasonality and cancellations.
This is Carteira Viva, a dashboard we built as a demonstration. Filter by year, region and channel, move through the side menu and open it full screen. The data is fictional; the design, the questions and the care in reading are what we deliver.
Hover and tilt
Questions the dashboard answers
The dashboard works with the minimum: in the demo a client shows up as “Client 0001”, with no name or email.
Less data, less risk.
We can set up access profiles so each broker sees only their own portfolio.
Profile-based access, no exposure.
Every metric has a written definition and threshold, and what the data cannot calculate is said on the dashboard.
Nothing hidden behind a number.
Tap or hover
We talk about the questions you can't answer today and where the data comes from.
We define metrics, alerts and look before writing the first line.
We connect, model and publish. You validate every step.
We watch usage and adjust what the team really looks at.
No. We work with whatever your system, the insurers' portals and your spreadsheets can export. We confirm sources in the diagnosis.
Yes. What changes from one insurer to another is the report format; we standardize everything in the data model so you can see the whole portfolio.
The website collects the quote details and sends them to you. Automatic pricing depends on integrating each insurer's quote engine, which we assess case by case.
We use minimum access, per-user profiles when needed and respect data-protection law. The data stays yours.
No. We work out with you the publishing format and licensing that fit the size of your brokerage.
It depends on scope and source quality. In the diagnosis we agree on timelines and deliverables in writing before we start.
Three articles that show the rigor behind the dashboards.
Tell us which question your brokerage still can't answer. We'll return with a clear path, no commitment.
Chat on WhatsApp →The umbrella closes. The portfolio stays protected.