One system for your clients, policies, renewals, commissions and advice records — built on Zoho around how your firm actually operates, for New Zealand insurance brokers and advisers. Fixed-price milestones. You own everything we build.
Most brokerages run on insurer portals, spreadsheets, and someone's inbox. That works — right up until it doesn't:
Renewals slip through the cracks. There's no single renewal pipeline, so policies lapse or get chased late, and retention depends on whoever remembered.
Your advice records live in email. Disclosures, file notes and client instructions are scattered across inboxes and folders — fine until someone asks you to produce them.
Commission reconciliation is a monthly fight. Insurer statements arrive in different formats, and nobody is certain what's been paid and what's still owed.
There's no single view of a client. Their policies, claims, conversations and documents sit in four places — so every question starts with a search.
Zoho One gives a brokerage everything it needs — CRM, custom apps, documents, analytics, billing — for a fraction of what broker platforms charge. The difference is whether it's set up as a generic CRM, or built as the system your firm actually runs on.
We map how your firm handles a new client, a renewal, a claim and a commission statement — then build Zoho to match. Custom Creator apps where the standard modules don't fit, not workarounds.
Every client interaction, document, disclosure and advice record in one place, timestamped and auditable. Built to support your FAP record-keeping obligations — so producing a file is a click, not a week.
Xero, Google Workspace or Microsoft 365, your email, your insurers' exports. Zoho becomes the hub — it doesn't force your whole firm into one box or make you rip out what works.
Recent Zoho work: two US insurance agencies on ongoing retainers, and a full end-to-end business system for a US advisory firm. Client names withheld at their request.
Ahmed B.
"I had a good experience to set up and integrate my Zoho CRM. Wish him the best and looking forward to work together again."
Michael M.
"Kurt is patient and dedicated. You can tell right away he's an expert. Even when something fell outside the original scope — like choosing the right tool for a specific website feature — he did the research, came back with a recommendation, and explained his reasoning. Happy I found him."
A call, then a short discovery sprint. We walk through how a client, a policy, a renewal and a commission statement actually move through your firm — and where they get stuck.
We quote the finished system, not the hours. Scope, milestones and price are fixed on day one. CRM model, Creator apps, automations, documents and reporting — built in milestones you can see working.
Data migrated, team trained with short recorded walkthroughs, and everything handed over in your own Zoho account. No lock-in, no retainer required to keep the lights on.
Licensing stays yours and stays cheap: Zoho One bundles CRM, Creator, Analytics, Books and the rest into one per-user subscription, and Zoho Creator is also available standalone. We'll recommend the right plan during discovery.
If your brokerage runs on insurer portals, spreadsheets and memory, the fix isn't another tool — it's a system built around how you actually work. We work with New Zealand brokers and advisers remotely.
Book a Discovery CallNo sales deck. No pitch. 30 minutes to see if it makes sense.