Hello Brokers & Agents,

Are you tired of managing your insurance product on disparate legacy systems?
Here's a holistic digital platform that meets all your sales, brokering, operations, accounting, reports, claims and all in one place.


ProTex is an API driven, no-code configurable solution which enables Brokers to plan, administer, build and implement any line of insurance product faster.

Why ProTex?

Build any-line-of-product faster without coding.

Eliminate the need for accessing multiple systems

Manage all operational processes in a single system

Is ProTex safe?

ProTex offer the highest levels of security and privacy, including multi-layered authentication and authorisation, encryption and complete auditability.

Benefits of ProTex

  • Speed to Market

  • Mobile App, Webform & Portals

  • Dynamic Reporting

  • Cost Effective

  • Time Saving

Before & After ProTex


With ProTex

Inundated with forms from clients &
repetitive data entry

Brokers manually get renewals information, draft e-mails and send it to clients. Broker has to manually renew on due date.

Multiple touch points with Pdfs, Word, Excel, Outlook for document management and communication

Unable to search policy history in real time

Accounts & finance managed separately and requires replicating data manually which is time consuming and error-prone

Clients have to call and e-mail for quote, policy, renewals, endorsement details.

Clients can only have support during office hours

Building a  new line of product can take months

Changes to risk questions, ratings, branding takes a long time to testing & implement

Data is stored in an unstructured manner in disparate systems making it very challenging to analyse for decision making or forecasting

Client enters risk information via online form

Automatic pre-renewals in advance & emailed to clients. Can also be set to renew automatically if policy conditions remain unchanged

All policy related information is consolidated &  managed  in place

One click for policy history

Generates real-time statement of accounts for receivables, payables, ledger and Trust Account 

All information is available through client online  portal and all changes and comments are tracked within the policy saving time for brokers 

After hours support is available through AI conversational  chatbot via chat, voice or phone

Configure an insurance product in weeks and start selling

Changes can be implemented and effected immediately or schedule for specific date & time

Data are stored in a structured, easy to use method for analytics, prediction, informed decision making and identify areas for process improvements and sales potential

Key Features

Webform & Mobile Apps

Enter client, risk & claims information


Premium details including
commission, taxes


Edit future dated policy or Endorse active policies

Business Intelligence

Real-time Reporting and generate Detailed Visualizations

Broker Portal

Quote, report, renew, endorse and lodge claims.


Active, pending, search, history, endorse 


Automated renewals or alerts if review needed


Accounting & Finance, Trust Account, Process Receipts

Multiple Quote

Comparison Quotes

& Bind


Edit, print, save and email all policy documents; instantly generated


Customised reports based on your requirements


Basic CRM functions


Business Intelligence

Improve process, sales &  efficiency 

Instant Messaging

All policy related comms remain with the quote/policy

AI Chatbot

Response and support via  AI Chatbot & Natural Language Processing (NLP)


Automate data entry of risk information for faster turn arounds

Image Processing

Before and after assessment for claims

Product Creator

Configure Products, User Access, Authorisations faster

Task Manager

Schedule activities such as upcoming renewals, reminder notices, payments

Document Understanding

Read invoice & pdf documents for processing

The right solution at the right time

Hosting & Security

Hosted in cloud, on-prem or a hybrid. All data are encrypted on transmission and rest

AI & Data Analytics

Modelling. Prediction & Analytical Services

Work Flows

Customisable to your business operations

Moduler & Scalable

Modular-built. Choose one or choose all. Scalable based on demand


Integrate with 3rd party systems such as XERO, MYOB, Claims system, rating engine on demand