WeGroup × Cobra: Stop re-typing what Cobra already knows.
Cobra is a Belgian broker-management system. WeGroup writes parties, documents and quotes back into Cobra via Bloc Retour, and Cobra exports your client data (individuals and legal entities, with their linked insurance products) into My Portfolio every week. Cobra stays the system of record.
- BE
- Active in the Belgian broker market
- Weekly
- Cobra portfolio export every Sunday into My Portfolio
- FSMA no.
- Activated with your FSMA office number
Cobra runs the broker administration for a large slice of the Belgian market, and keeping it that way is the point. WeGroup sits on top of it, so you adopt the layer in weeks while your existing flows keep running.
WeGroup writes parties, documents and quotes back into Cobra through Bloc Retour, so what the advisor produces in WeGroup lands in the file without anyone re-typing it. In the other direction, Cobra exports your clients (individuals and legal entities) with their linked products into My Portfolio every Sunday.
The result is no duplicate entry and an external backup of your client data alongside Cobra. Cobra remains the system of record. WeGroup is the advice and distribution layer on top of it.
Parties, documents and quotes back
WeGroup writes parties, documents and quotes into Cobra via Bloc Retour, so the advisor's work lands in the file directly.
Weekly portfolio export
Cobra exports your clients (individuals and legal entities) with their linked insurance products into My Portfolio every Sunday.
FSMA-activated
The link is switched on with your FSMA office number, so the export is scoped to your own portfolio.
External backup
The My Portfolio export doubles as a copy of your client data held alongside Cobra.
In scope
- Parties, documents and quotes written back into Cobra via Bloc Retour
- Weekly Cobra export (every Sunday) of clients and their linked products into My Portfolio
- Individuals and legal entities, both supported in the export
- Activation per office with your FSMA office number
Out of scope · stays with the partner
- Cobra stays the system of record for policy and broker administration
- The Cobra to WeGroup export is weekly, not real-time
- Product and commission setup remains managed inside Cobra
What does Cobra export to WeGroup?
Your clients, both individuals and legal entities, with the insurance products linked to them. The export lands in My Portfolio every Sunday.
What does WeGroup write back into Cobra?
Parties, documents and quotes, sent into Cobra through Bloc Retour so the advisor's work reaches the file without re-typing.
Is the integration real-time?
The write-back via Bloc Retour happens as you work. The portfolio export out of Cobra is a weekly batch, every Sunday, not live.
How is the link activated?
With your FSMA office number. That scopes the export to your own portfolio and switches the connection on.
On Cobra? We add the layer on top.
30-minute walkthrough on a live Cobra setup. We bring the connector, you bring the FSMA number.