WeGroup × Assu: Write policy updates live back to Assu, no parallel data entry.
Assu is the policy admin many Dutch volmacht firms and intermediaries run on. WeGroup reads the portfolio out of Assu and writes policy updates, advice events and notes live back, so Assu stays the system of record.
- Live
- Assu integration in production with Dutch customers
- Client + policy + cover
- Data export from Assu into the risk scan
- 0
- Parallel data entry between Assu and WeGroup
Assu carries the policy administration for a wide slice of the Dutch intermediary market, and it keeps doing exactly that. WeGroup adds a layer on top in a matter of weeks, alongside Assu, leaving the existing setup and commission flows in place.
WeGroup pulls client, policy, package, cover and object data from Assu and uses it as the basis for the risk scan. What the advisor produces in WeGroup, the advice report, the conversation summary, the policy update, goes live back to Assu through the same connector.
For offices on Assu this means modern advisor and client flows without migration. The back-office sees reality the moment the advisor produces it.
Portfolio read-out
Client, policy, package, cover and object data flow from Assu into the risk scan.
Advice report back
The advice and conversation summary generated in WeGroup are written back onto the Assu file.
Real-time updates
Policy changes in WeGroup show in Assu immediately, no end-of-day batch.
Permission-aware
Assu's roles, office boundaries and access rights are honoured by WeGroup.
In scope
- Export of client, policy, package, cover and object data from Assu
- Advice report and conversation summary back onto the Assu file
- Real-time policy mutations · no end-of-day batch
- Permission-aware integration · Assu roles, office boundaries and access rights remain authoritative
Out of scope · stays with the partner
- Assu remains the policy administration, billing and bordereau owner
- Product definitions and commission rules stay managed inside Assu
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Read the caseWhat exactly do you read from Assu?
Client, policy, package, cover and object data. Enough to feed the risk scan and the advice without the advisor re-entering anything.
And what do you write back?
The advice report, the conversation summary and policy updates produced in WeGroup. Everything onto the existing Assu file so client communication and history stay in one place.
Is the integration real-time?
Yes. Policy mutations in WeGroup show in Assu immediately, no overnight batch.
Does it work for MGAs with multiple offices?
Yes. The integration honours roles, office boundaries and access rights of Assu, so MGAs can run multiple offices under one WeGroup tenant without touching the Assu structure.
On Assu? We add the layer on top.
30-minute walkthrough on a live Assu setup. We bring the connector, you bring the portfolio.