WeGroup × Brokercloud: Daily sync from Brokercloud, write-back through Bloc Retour.
Brokercloud is a modern Belgian broker-management system. WeGroup syncs the portfolio out of Brokercloud every day and writes results back through Bloc Retour, so client data stays current without manual re-entry and Brokercloud remains the system of record.
- Daily
- Automatic sync Brokercloud to WeGroup
- Bloc Retour
- Write-back path WeGroup to Brokercloud
- BE
- Belgian-market broker-management system
Brokercloud carries the client and policy administration for a slice of the Belgian broker market. WeGroup works as a layer on top, fed daily, adding modern advice and distribution while Brokercloud keeps the system of record.
Every day WeGroup pulls the existing parties and clients, their risk objects, documents and quotes out of Brokercloud. The advisor opens a file in WeGroup and the data is already there, no re-typing, no second administration next to your source system.
Results flow back through Bloc Retour, which needs a portfolio number to land. Fresh data both ways keeps active maintenance running and pricing fast, with Brokercloud as the trusted system of record.
Daily portfolio sync
Existing parties and clients flow automatically from Brokercloud into WeGroup once a day.
Objects, documents, quotes
Risk objects, documents and quotes come across so the file is complete without manual re-entry.
Write-back via Bloc Retour
Results written from WeGroup land back in Brokercloud through Bloc Retour, which needs a portfolio number.
Fresh data for pricing
Current client data feeds fast pricing and active maintenance without re-keying anything.
In scope
- Daily automatic sync of existing parties and clients from Brokercloud to WeGroup
- Risk objects, documents and quotes pulled across into the WeGroup file
- Write-back of results from WeGroup to Brokercloud via Bloc Retour (portfolio number required)
- Current client data for active maintenance and fast pricing, no manual re-entry
Out of scope · stays with the partner
- Brokercloud stays the system of record for client and policy administration
- Write-back lands only where a portfolio number is present in Bloc Retour
- Sync runs once a day, it is not a real-time live stream
What does WeGroup read from Brokercloud?
Existing parties and clients, their risk objects, documents and quotes. Enough to open a complete file in WeGroup without re-typing anything.
How often does the sync run?
Daily. The sync from Brokercloud to WeGroup runs automatically once a day, so client data stays current without anyone touching it.
Can WeGroup write back to Brokercloud?
Yes, through Bloc Retour. Write-back needs a portfolio number to land on the right file, so Brokercloud stays the system of record.
Is Brokercloud being replaced?
No. Brokercloud stays the system of record. WeGroup is the layer on top that keeps the data fresh and enables advice, active maintenance and fast pricing.
On Brokercloud? We sync it daily and write back through Bloc Retour.
30-minute walkthrough on a live Brokercloud setup. We bring the connector, you bring the portfolio.