The operating system for modern insurance brokers
Policies, claims, trust accounting, renewals and your client portal — on one platform. Run your brokerage on a single source of truth, not a stack of disconnected tools.
The whole brokerage, finally connected
Most brokers run on a patchwork — a policy system here, spreadsheets for trust, email for clients. ConnetikIQ replaces the patchwork: every module writes to one ledger and one client record.
Five modules. One operating system.
Each does a serious job on its own — and they're far more powerful together.
Trust accounting & finance
Trust accounting that actually balances
A double-entry ledger built for broking — client money and insurer money kept correct to the cent, with the reports your accountant expects.
Explore- Double-entry trust ledger
- Invoices, credit notes & manual journals
- Payment runs with ABA bank files
- Insurer-statement reconciliation
- P&L, balance sheet & trial balance
- GST reporting & premium funding
Policies & claims
The policy & claims lifecycle, end to end
From quote to endorsement to claim — every policy event is tracked, and every claim moves through clear readiness and SLA milestones.
ExploreRenewals
Renewals that keep themselves on track
An AI-assisted renewal cycle that chases incumbents, drafts the comms, and makes sure no expiry slips through the cracks.
ExploreClient portal
A portal your clients actually use
Give clients a live view of their policies, claims and proposals — and a direct line to their broker, without the email tennis.
ExploreAutomation & AI
Automate the busywork. Keep the judgment.
A workflow engine that fires on real events — plus AI that analyses your book, predicts renewals, reads documents and drafts, with a human always in the loop.
ExploreStrength in every corner of the brokerage
Trust accounting gets the headlines — but claims orchestration, real automation and a client portal people actually use are where ConnetikIQ earns its keep, day to day.
Claims that move through clear milestones
- Readiness checks before each stage
- Automatic SLA clocks
Automate the busywork, keep the judgment
- Event-driven workflows + approvals
- AI that analyses, predicts & drafts
A client portal people actually use
- Policies, claims & proposals in one view
- Review & approve online
Live in weeks, not quarters
Onboard your brokerage
Bring your policies, clients and opening balances across. Set your chart of accounts and accounting periods once.
Connect your tools
Self-service Microsoft 365 for calendar and email, your bank for ABA payment files, and insurer statements for reconciliation.
Run operations
Quote, bind, endorse, claim, invoice, reconcile and renew — every step on one connected source of truth.
You hold client money. Your software should act like it.
ConnetikIQ is multi-tenant by architecture, not by convention. Isolation, encryption and least-privilege access are built into the foundation.
How we keep your data safeSchema-per-tenant isolation
Every brokerage's data lives in its own database schema — not a shared table with a tenant column.
Encrypted, hardened auth
JWT RS256 in httpOnly cookies, account lockout and password-reset flows out of the box.
Granular permissions
Role-based access down to the action — finance, claims and admin each gated independently.
Be first through the door
ConnetikIQ is in active development. Join the waitlist for product updates and early access for your brokerage — no spam, just the occasional note on what we're building.
Prefer to talk now? Book a demo.