For insurance brokers
Your whole book in one place. Every renewal on time.
Yousure Brokers is where your firm runs clients, quotes, placements, renewals, claims and commission across health, life and general insurance. It replaces the spreadsheets, email threads and WhatsApp groups.
Free while you try it with one office. No card needed.
The problem
Brokers manage dozens of clients across several carriers, with no single view
Most firms run on a spreadsheet per account officer, a shared inbox and a WhatsApp group per client. It works until it doesn't.
Renewals slip through
Expiry dates live in a spreadsheet nobody opens until a client calls to ask why their cover lapsed.
Proposals rebuilt by hand
Every quote means copying premiums and benefits from five PDFs into a new Word document.
Commission nobody reconciles
What the carrier owes and what it paid sit in different places, so shortfalls go unnoticed.
What you get
Everything from first quote to commission received
Each step ends with the record the next one needs, so nothing is typed twice.
One record per client
Corporate and individual clients, their contacts, notes, documents, policies, quotes and claims on one page. Bring the whole book in from Excel or CSV.
Compare quotes side by side
Up to four options in columns. For health, pick plans straight from Yousure's HMO catalogue. For other lines, record each insurer's quote and attach their PDF.
Branded proposals, tracked
Send the client a proposal with your logo and colours. They open it from a link, print it or save it as a PDF, and you see when they've read it.
Placement without the back-and-forth
Accepting an option drafts the policy, issues the debit note and builds the placement slip. Member lists are checked row by row before they go to the HMO.
Renewals you never miss
Every policy, every line, in one renewal pipeline. Account officers get an email at 90, 60 and 30 days, and a renewal quote starts in one click.
Commission you can chase
Expected commission is worked out from your rate for each carrier and line. Record what the carrier pays against its credit note, and shortfalls are flagged.
Every line you place
One workspace for health, life and general
Each line has its own risk details form, from lives and cover type for health to vehicle value for motor and bond amount for bonds.
- Health (HMO)
- Group life
- Individual life
- Motor
- Fire and special perils
- Burglary
- Goods in transit
- Marine cargo
- Engineering
- Liability
- Bonds
- Travel
How it works
Up and running this week
Set up your firm
Add your logo and colours, invite your team, and list the insurers and HMOs you place with and the commission each pays.
Bring your book in
Upload your client list and existing policies from a spreadsheet. Map your columns once; anything we can't read comes back with its row number.
Quote, propose, place
Compare options, send a branded proposal, record which one the client took. The debit note and placement slip follow automatically.
Renew and get paid
Work the renewal pipeline, record premium received and remitted, and reconcile what each carrier owes you.
The rule that matters most
Your clients belong to you
Client records are visible only inside your firm. Yousure never markets to your clients and never uses their data on its own marketplace.
Every change is in an audit trail your principal can read, including any access by Yousure support.
Built for the whole firm
The right view for everyone on your team
Four roles, so each person sees what their job needs and nothing they shouldn't change.
Principal
Sees the whole book: every client, every renewal, every naira of commission. Sets up staff, branding and rates.
Account officer
Works their assigned clients: quotes, proposals, placements, renewals and claims.
Finance
Records premium received and remitted, reconciles commission against credit notes. Read-only on client work.
Viewer
Read-only access across the firm, for auditors and interns.
Common questions
Straight answers to what broker principals ask us most.
Still have a question?
Get in touch and a person from our team will answer, usually the same day.
Who is the broker workspace for?
Insurance broker firms in Nigeria that place cover for corporate and individual clients across health, life and general lines, from a two-person office to a firm with several account officers.
Will Yousure contact or market to my clients?
No. Your clients belong to your firm. Their records are visible only to your team, Yousure never markets to them, and their data is never used on Yousure's own marketplace.
Do I have to place health cover through Yousure to use it?
No. The workspace covers every line you place. For health, you can compare plans from Yousure's HMO catalogue, but you can also record an HMO's quote directly, just as you would for an insurer.
Can I bring my existing clients and policies?
Yes. Upload an Excel or CSV file, tell us which column holds what, and your clients and their existing policies come in together, with a report of any rows that need fixing.
Can my staff see every client?
You decide. Account officers see only the clients assigned to them unless you give them firm-wide access. Finance staff record money but cannot change client work, and viewers can only read.
What does it cost?
It is free while you try it with one office. See the pricing page for how paid plans will work.
Guides for brokers
All guides →
How to move your client book out of spreadsheets without losing a policy
A practical plan for getting every client, contact and in-force policy into one system in an afternoon, and checking nothing fell through.
14 October 2026 · 6 min read
The 90-60-30 renewal playbook for brokers
Renewals are where a broker earns trust or loses the account. A simple three-checkpoint routine that keeps every line on time.
10 October 2026 · 5 min read
Expected versus received: how to reconcile broker commission
If you don't know what each carrier owes you, you can't tell when they pay short. A method for reconciling commission policy by policy.
6 October 2026 · 5 min read
Run your whole book from one place
Open a workspace for your firm, import your client list, and send your first branded proposal today. Free while you try it with one office.