Insurance services
For client acquisition for insurance brokers, Armiflow finds companies in your region, prepares personal emails and records consent per channel. With the new insurance broker industry package, you then also manage policies, deadlines, commission and claims in the same system, for policies from all insurers.
Find business clientsBooking stops follow-upPolicies & deadlinesAll insurers
Advice meeting bookedExample · insuranceArmiflow supports client acquisition for insurance brokers: it helps you find business clients, contact them and look after them afterwards. The company search delivers businesses by industry and location, Armiflow AI writes drafts that you approve, and appointments stop follow-ups. The new insurance broker module manages policies in 14 lines of business with deadlines, commission, claims and mandatory documents. There are no comparison calculators or BiPRO interfaces.
Everyday work
If you advise companies and private clients on insurance, your business lives on trust and personal conversations. Getting there takes effort: finding suitable businesses, researching contact persons, carefully wording the first contact and then remembering to follow up.
After the deal is closed, the second half of the work begins. Policies sit with different insurers, cancellation deadlines are spread across the whole year, and commission and claims need to be tracked. This information is often stuck in spreadsheets, mailboxes and portals, separate from client contact.
Armiflow connects both. Sales, CRM, appointments, contracts and invoices are available for all industries, and the new insurance broker industry package adds policy management, deadlines, commission, claims and checks of mandatory documents. You remain responsible for industry-specific requirements such as the IDD and the Austrian Trade Regulation Act (GewO).
Workflow
The process connects research, first contact, appointment and portfolio. You approve every email beforehand, and as soon as a prospect replies or books, the campaign for that company ends automatically.
Search businesses by industry, location or radius, add contact persons via Apollo.io or Hunter.
Armiflow AI writes a personal draft that is only sent after your approval.
A booking via Calendly, Cal.com or your own booking form stops the follow-ups automatically.
Create the policy in the insurance broker module, with deadlines, commission and mandatory documents in view.
Features
For marketing emails in Austria, § 174 TKG 2021 (RIS) applies. Armiflow records consent per channel and sends nothing without your approval.
| Task | Armiflow feature | Benefit |
|---|---|---|
| Find target businesses | Find companies | Industry and location, map for your own region |
| First contact | Cold email | Personal drafts, approval tied to the content |
| Prove consent | CRM & leads | Email, WhatsApp and phone separately with legal basis |
| Arrange advice meetings | Calendar & appointments | Zoom, Teams and Meet links, entry in the calendar |
| Policies and deadlines | Insurance broker | 14 lines of business, cancellation deadlines, 90-day overview |
| Commission and claims | Insurance broker | Initial and renewal commission, claims with status |
| Powers of attorney | Contracts & e-signature | Drawn by hand on screen, via link or on site |
Insurers
In the insurance broker module, you freely choose the insurer for each policy from your insurer list, pre-filled with more than 70 companies from Austria, Germany and Switzerland and adoptable with one click. There is no tie to any one insurer. The names are examples of common insurers in Austria and Germany. Compatible with policies from all insurers – no cooperation, interface or endorsement by the insurers named; names, trademarks and logos belong to their respective owners and serve for orientation only.
Allianz
Generali
UNIQA
Wiener Städtische
Donau Versicherung
Zurich
HDI
Helvetia
Grazer Wechselseitige
Merkur Versicherung
MuKi
ERGO
AXA
R+V
HUK-COBURG
DEVK
SIGNAL IDUNA
BarmeniaGothaer
Württembergische
NÜRNBERGER| Area | Examples |
|---|---|
| Austria | Allianz, Generali, UNIQA, Wiener Städtische, Donau Versicherung, Zurich, HDI, Helvetia, Grazer Wechselseitige, Merkur, MuKi |
| Germany | Allianz, ERGO, AXA, R+V, HUK-COBURG, DEVK, Signal Iduna, BarmeniaGothaer, Württembergische, Nürnberger |
| Lines of business | Motor, household contents, homeowners, liability, legal expenses, accident, life, retirement/pension, health, occupational disability, travel, business, property, other |
| Insurer list | More than 70 companies pre-filled, with broker contact, portal link and your own logo upload |
| Manage lines of business | Create your own, rename or hide built-in ones |
| Booking | Industry package, bookable separately – price on the pricing page |
Benefits
Armiflow connects new business and portfolio in one system. How much of this takes effect in your office depends on region, target groups and effort; above all, Armiflow ensures a traceable process.
Research, drafting and follow-up run in one process.
Learn more →
Your team focuses on advice meetings instead of address lists.
Policies, powers of attorney and records filed digitally with the client.
Learn more →
Personal emails that refer to the company can help you get more replies.
Learn more →
Booking links in every email make the next step easy.
Learn more →
Deadlines for the next 90 days and commission with annual premium.
Learn more →
Security
Approval. No client email goes out without your approval; changes cancel it.
GDPR. Consent per channel, block list, access and erasure under Art. 15 and 17.
Public authority protection. Public offices, courts and police are neither stored nor contacted.
Austrian law. TKG § 174, UStG and GDPR are taken into account in the system.
FAQ
Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.
Armiflow supports client acquisition for insurance brokers with a company search by industry and location, personal email drafts and multi-step campaigns. You approve every email, and follow-ups stop when a company replies or books an appointment. This way you reach commercial businesses in a targeted way without maintaining address lists by hand.
Yes. Since October 2026, the insurance broker industry package has been available in the plugin market. It manages policies in 14 lines of business with deadlines, commission, claims and mandatory documents. Together with company search, CRM, appointments and invoices, Armiflow thus covers client acquisition for insurance brokers and portfolio management. Comparison calculators and insurer interfaces are not included.
You search by industry and location or radius, for example trade businesses, hospitality or transport companies in your region. Sources are OpenStreetMap, Google Places, Azure Maps, Google Maps search and Apollo.io. For client acquisition for insurance brokers, the map also shows you where suitable businesses cluster.
Winning new insurance clients by email works best when it is personal and refers to the company. Armiflow AI writes drafts in the company’s language, with a personal greeting only when the name has been verified. You approve them, and sending windows and contact frequency limits make sure nobody is contacted too often.
In Austria, TKG § 174 governs marketing emails, including those to businesses. Check in each case whether consent or an exception applies; you are responsible for professional regulations yourself. Armiflow helps with client acquisition for insurance brokers through consent per channel, a block list, an unsubscribe link and approval, but it does not replace legal advice.
Every email can contain a booking link, for example via Calendly, Cal.com, TidyCal or Armiflow’s own booking form. With Calendly, a booking stops the follow-ups automatically. The appointment lands in your Google or Microsoft 365 calendar, with a Zoom, Teams or Meet link if you wish.
When a company replies and buys, it moves from lead to client in your client records. There you create the policy in the insurance broker module, with insurer, line of business, deadlines and premium. The client file links all policies. This keeps the path from client acquisition for insurance brokers to portfolio traceable in one history.
If you want to digitalise an insurance agency, you usually start with client data and deadlines. In Armiflow you import contacts from CSV or XLSX and policies via CSV with a dry run. After that, prospecting, appointments, powers of attorney with e-signature, deadlines and invoices run in one system instead of spreadsheets and separate programs.
Yes. Basic is designed for one user, while in the Pro plan an unlimited number of users work in the same account. With roles, advisers only see their own leads, and there is a separate permission for the insurance module. Management keeps the overview in the dashboard. Limits may change, and current values are shown on the pricing page.
You sign up for the 14-day free trial, and the setup assistant creates a starter plan based on your industry, team and goals. You import existing contacts from CSV or XLSX and activate the insurance broker module in the plugin market. Then client acquisition for insurance brokers begins with the first company search for your region.
Yes. The newsletter in Armiflow requires consent by default, in line with TKG § 174. You write in the editor, and the AI helps with subject and text using only approved facts. Schedule, test email and hourly limit are built in, and a sync with Mailchimp is possible. This lets you inform existing clients without matching consent by hand.
Yes. In the insurance broker module you choose the insurer for each policy individually, even for the same client. For example, you keep the business liability policy with one insurer and the motor fleet with another. The insurer list is pre-filled with more than 70 companies, and you add your own. There is no cooperation or interface with the insurers.
Alongside client acquisition for insurance brokers, Armiflow shows all deadlines and expiries for the next 90 days. With one click you turn them into tasks, for example for a conversation before the main renewal date. You reach your clients via the ArmiMail inbox or the ArmiChat omnichannel inbox, and commission and claims are stored with the policy.
Yes. The public authority protection is active by default: public offices, courts and police are neither stored nor contacted, even if they appear in a company search. It is based on ready-made lists for Austria, Germany, Switzerland, Liechtenstein, Turkey and the EU, which you can extend with your own entries.
Yes. ArmiChat bundles WhatsApp, Telegram and SMS via Twilio in one inbox with assignment, internal notes and AI reply suggestions. Messenger and Instagram for client messages are still awaiting approval by Meta. The AI phone assistant is still in its test phase and should not yet be planned for day-to-day operations.
Armiflow AI works with Armiflow’s features in the chat, on behalf of the signed-in user. In client acquisition for insurance brokers you ask, for example, which companies need a follow-up this week, or have it prepare a draft. Actions involving clients, money, deletion or approvals always wait for your confirmation.
To a limited extent. You carry over policies via CSV import with a dry run and contacts from CSV or XLSX. There are no interfaces to insurers or broker pools such as BiPRO. Whether your current program can be connected via webhooks, Zapier, Make or n8n depends on its interfaces. Check this before switching.
In Armiflow you match incoming documents to bookings, and your own invoices are created under § 11 UStG, the Austrian VAT Act. For your tax adviser there are exports for BMD, RZL and DATEV. If you want to digitalise an insurance agency, you then have documents, invoices and client data in one place instead of in folders and separate programs.
Read on
Policies, deadlines, commission and claims.
Learn more →
Company profiles, timeline, consent records.
Learn more →
A booking stops follow-ups automatically.
Learn more →
Several contracts, one link, one signature.
Learn more →
Sign up in the app, choose an industry and a location and see your first results. Nothing is sent until you approve it.
Kodlogy Technologies GmbH
Kaiser-Ebersdorfer-Straße 81/2
1110 Wien, Österreich
+43 660 540 3636
support@armiflow.com
© 2026 Kodlogy Technologies GmbH. Alle Rechte vorbehalten.
