BrockersCRM – Insurance Aggregation Platform for the Swiss Market

Industry

Insurance

Country

Switherland

TEAM size

7

Period of collaboration

2022-2024

About the Client/Project

A multi-platform insurance platform designed to simplify the process of choosing the right policy for Swiss citizens. Acting as an intermediary between users and insurers, the platform analyzes user data, verifies identities via KYC, and matches clients with tailored offers from trusted providers. Powered by a robust Python/Django backend and AWS infrastructure, it delivers a secure and intuitive experience across web, iOS, and Android.

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The task that confronted us

Challenge / Problem #1
Build a secure system that handles sensitive user data and meets Swiss regulatory requirements, including KYC workflows.
Challenge / Problem #2
Seamlessly integrate with multiple third-party insurance vendors and support both personal and business insurance offerings.
Challenge / Problem #3
Ensure scalability, security, and reliability across platforms using a robust DevOps architecture.

Solution

We developed a secure, scalable SaaS platform tailored to the Swiss insurance market, available on web and mobile. The system supports identity verification (KYC), advanced user profiling, and dynamic integration with third-party vendors. Using Kubernetes, AWS Lambda, Celery, and Cloudflare, we delivered a stable, high-performing backend infrastructure. The result was a seamless insurance shopping experience that empowered users to find optimal policies and helped brokers grow through a commission-based model.

Services provided:

Backend

Frontend

iOS development

Android development

Product design

DevOps services & optimizations (AWS)

Technologies:
Python
Django
AWS
Celery
Route53
Cloudflare
Swift
Kotlin

Reasons to partner with ValthSolutions 

Full-Cycle Development

From architecture to market launch we have got it covered. Whether we carry out a brand-new idea or refine an existing one, we're equally profoundly involved. Before delving into development, we invest deeply in comprehensive briefing, meticulous planning, and road mapping. This groundwork ensures a solid foundation for development.

Personal investment

Beyond providing a service, we take a personal approach, treating your product as if it were our own. This level of commitment ensures that we align with your goals and aspirations, going the extra mile to ensure your success.

User-Driven Design

Our UI/UX design focuses on creating an intuitive and seamless experience for users, enabling them to effortlessly connect with the core value of your product. By adhering to best practices and emphasizing accessibility and usability, we craft interfaces that resonate with your audience.

Result

The platform successfully launched across iOS, Android, and web, offering an efficient and compliant way for users to access insurance. Despite not yet being released to the public, the product meets all major regulatory and technical requirements. It stands ready to serve thousands of users while offering strong monetization potential for brokers through automated policy matching and vendor integrations.

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