Insurance Brokerage Connect is a localized D365 solution built for companies that act as intermediaries between individuals and insurance providers.

Its main purpose is to seamlessly connect insurance companies with brokers by managing on-hand insurance policies—tracking inventory in real time throughout the sales process, handling invoicing to individual customers, and enabling immediate payments through integrated fiscal cashiers with fiscal receipt issuance.

Designed to support the full brokerage cycle, it simplifies operations and ensures full fiscal compliance.

Track each policy by serial number, manage physical inventory, issue fiscal receipts through integrated cash registers, and generate regulator-ready financial reports, all in one connected, automated platform.

Insurance Brokerage Connect automates the full brokerage lifecycle — from policy updates and fiscal compliance to client billing and commission management.

As soon as a policy is sold, the system updates your inventory, calculates commissions, generates the invoice, and issues a fiscal receipt, instantly and without manual input.

All data is synced in real time with fiscal printers, ensuring compliance with local tax regulations, including VAT reporting.

By eliminating repetitive tasks and human error, your team can spend less time on paperwork and more time building client relationships and scaling operations.

Built on Microsoft Dynamics 365 Finance & Operations, Insurance Brokerage Connect delivers a scalable, compliant, and flexible foundation tailored for insurance brokerages.

With full Macedonian language support, seamless fiscal printer integration, and automated VAT reporting, it’s designed for the unique demands of the region.

Core components include specification-driven invoicing, automated commission tracking, real-time fiscal data exchange, and role-based security aligned with your team’s responsibilities.

Secure, adaptable, and ready to evolve alongside your brokerage’s growth.