Platform

Under the hood

The intelligent layer on top of your insurance operation.

Three layers reinforcing each other: intelligence, distribution and efficiency. On top of ANVA, DIAS, Assu and eBlinqx. No migration, no parallel data entry, your source system stays the source of truth.

Plan a callExplore the three layers
01

Intelligence layer

Know where your customer actually stands.

A policy in the source system is a snapshot. Reality changes: life events, new risks, shifting coverage. WeGroup keeps the portfolio picture continuously current and proactively flags where your customer is underprotected.

Real-time
Portfolio monitoring across every label and country
100%
Complete advisory dossiers, every advisory step logged
72%
Of advisory firms name active portfolio management their #1 priorityAdfiz 2025

Risk analysis

Automatic risk profiling combines customer data with external enrichment. The system spots underinsurance, coverage gaps and risk drift before the customer feels them. Every piece of advice starts from a factual customer view, not from assumptions.

Proactive portfolio management

Policies get flagged on life events, pricing drift, coverage gaps and duty-of-care review age. No manual Excel list. A structured queue advisors work through from inside their context.

Active maintenance

Customer data stays continuously current via external sources and customer self-service. Address changes, vehicle mutations and business data are processed automatically. The platform maintains the record, not your advisor.

02

Distribution layer

From advice to policy. No manual handoff.

Three channels, one underlying process. Whether your advisor works from the portal, the customer starts in the Customer Portal or a hybrid lane is set up: same data, same products, same write-back to the source system.

15 min
From customer intake to quote, confirmed on pilot
< 1 hr
New MGA product live through source-system sync
100%
Two-way write-back to ANVA, DIAS, Assu and eBlinqx

Extranet

The workplace for your advisors. Customer record, risk analysis, comparison, quotation and policy close in one flow. Multi-label, multi-language, with role and tenant isolation per office or country.

Hybrid underwriting flows

Advisor and customer work together in the same flow. The customer fills in what they can, the advisor picks up where needed. White-label, with the branding of your office. From quote to policy, integrated with the source system.

Customer portal

Customers view their own policies, retrieve documents, submit mutations and report claims. Every customer action flows back into the record and triggers the right advisor workflow.

03

Efficiency layer

Work where your advisors already work.

Advisors live in Outlook. Not in a CRM or a portal. WeGroup brings the full context to the inbox so advisors don't switch tools, and automates the steps that shouldn't need a human at all.

30%
Faster advisory work, confirmed across pilot customers
2,006 hrs
Saved per office per year via system linkingAplaza
1 click
From email to logged task in ANVA or DIAS

Smart Buddy is also available standalone, without the full platform.

Discover Smart Buddy

Smart Buddy in Outlook

Automatic relationship recognition on every email. AI summaries of long conversations. Draft responses based on customer context. One click and the task, appointment or conversation is logged in the source system, without leaving the screen.

Straight-through processing

Low-touch journeys for the policies that shouldn't need an advisor: renewals, simple mutations, address changes. Rules and guardrails are configurable per label, per product, per country.

AI agents for repetitive work

Agents take care of the cycles that don't need a human. When a client asks for a quote, the comparison and proposal are already drafted. When key information is missing, the agent collects it from the client first. The advisor reviews and signs, instead of assembling.

From data to policy to lifetime maintenance

One continuous process. Six steps.

The same flow across every brand and every country. From first customer contact to lifetime maintenance, with no manual handoff between systems.

download1

Capture

Automatically gather customer data

layers2

Enrich

Augment with company and risk data

psychology3

Analyse

Where is my client under-protected?

receipt_long4

Advise & Quote

Frame the advice, calculate premiums and issue the quote in one step

check_circle5

Close

Create the policy and write it back to the source system

autorenew6

Maintain

Continuous customer view; hedging risk, renewals and transfer to the in-house MGA

devices

Multi-platform

Extranet, Smart Buddy, Hybrid underwriting flows, Customer Portal

bookmark

Multi-label

Every brand, every product, every premium structure

public

Multi-country

Language-agnostic, multi-currency, local data sources

Frequently asked

Answers to the questions procurement always raises.

Short answers to what comes up in a vendor evaluation or a first IT screening.

What exactly is WeGroup?

WeGroup is the intelligent layer on top of your insurance operation · advice, distribution and efficiency in one place, sitting on top of ANVA, DIAS, Assu and eBlinqx. No replacement, no migration, no parallel data entry.

Does WeGroup replace ANVA, DIAS or our policy admin?

No. WeGroup is purpose-built to live on top of existing source systems like ANVA, DIAS, Assu and eBlinqx. The policy admin stays the system of record; we add the advisor surface, the customer portal and Smart Buddy on top, with no migration.

Which source systems are supported?

In the Netherlands ANVA, DIAS, Assu, eBlinqx, Suppsonic, ePlus CRM and Assistent run live in production; in Belgium Brokercloud, BRIO, Sigura and Cobra. Insurer connections run for 12+ insurers, and national data sources such as RDW, KvK and OneSurance are connected. The full list lives on the partners page.

How long does an implementation take?

For an advice office on an existing source system you are live in a matter of days: create an account, connect the source system, install the Smart Buddy and we synchronise the data. For a volmacht firm the full setup of products and closing lanes typically takes one to three months, depending on the needs. For a group: once the WeGroup layer runs, every next acquisition plugs in faster because the connectors are already in place.

How do you handle compliance, GDPR and regulators?

WeGroup keeps the client record uniform and up to date through ongoing portfolio follow-up, so the work behind your duty of care is consistent and easy to show. It does not replace your compliance process or guarantee compliance. WeGroup is GDPR-compliant, has ISO 27001 certification in progress, and honours the role and permission models of your source system. The applicable regulator differs per market: DNB and AFM in the Netherlands, FSMA in Belgium.

How international is WeGroup?

WeGroup runs today in the Netherlands, Belgium and the Caribbean, and is built for international rollout: multilingual, with local data sources and regulation per market. Together with our customers we are currently expanding across multiple continents.

Ready to transform your insurance operation?

Plan a call and discover what WeGroup can do for your organisation.

Plan a callSee a customer case

Or reach out via hello@wegroup.ai