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.
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.
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 journey 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.
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 BuddySmart 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.
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.
Multi-platform
Extranet, Smart Buddy, Hybrid underwriting flows, Customer Portal
Multi-label
Every brand, every product, every premium structure
Multi-country
Language-agnostic, multi-currency, local data sources
Capture
Automatically gather customer data
Enrich
Augment with company and risk data
Analyse
Where is my client under-protected?
Advise & Quote
Frame the advice, calculate premiums and issue the quote in one step
Close
Create the policy and write it back to the source system
Maintain
Continuous customer view; hedging risk, renewals and transfer to the in-house MGA
Multi-platform
Extranet, Smart Buddy, Hybrid underwriting flows, Customer Portal
Multi-label
Every brand, every product, every premium structure
Multi-country
Language-agnostic, multi-currency, local data sources
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?
ANVA, DIAS, Assu and eBlinqx are live in production. Insurer connectors run for 12+ insurers, and national data sources (RDW, KvK, OneSurance) are wired in. The full list is on the partners page.
How long does an implementation take?
For an intermediary office on an existing source system, go-live typically lands at four to six weeks. For a group with multiple acquisitions it depends on the number of brands and countries, but each new acquisition typically plugs in in days, not quarters.
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, AFM and NVGA in the Netherlands, FSMA in Belgium.
Does WeGroup run in both the Netherlands and Belgium?
Yes. WeGroup runs today for 600+ offices across four countries, including the Netherlands and Belgium. Local data sources, language and regulation are covered per market.
Ready to transform your insurance operation?
Plan a call and discover what WeGroup can do for your organisation.
Or reach out via hello@wegroup.ai