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peax Hero Broker

Peax for Brokers

Less admin, more clients.

Policies, invoices, quotes, and correspondence from dozens of insurers arrive in a single inbox, are recognized, and automatically routed to the correct system: customer documents go to the broker’s CRM, and internal documents go to accounting.
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Separation
"Vostro" and "Nostro" separated.

Vostro is forwarded into the CRM system with shadow processing. Nostro is entered into accounting.

Audit Trail
VAG certification without additional work.

Audit trail and audit-proof archive included.

Customers
Satisfied customers.

Customers receive important documents, such as payment reminders, in a timely manner.

icon-small-team
More projects with the same team.

About 100 hours saved per employee per year.

Where you’re wasting time today

Policies, invoices, and correspondence arrive by mail, email, and through insurer portals. Someone opens them, sorts them, files them, enters them into the CRM, uploads them and documents them. One-fifth of policies require follow-up work; customer and operational documents are all mixed together in the same pile, and premium audits result in overtime every year. Add to that the documentation requirements under the Insurance Supervision Act (VAG): Failure to provide proof can result in fines or even removal from the broker registry. Today, growth means more people in the back office. It doesn’t have to be that way.

How peax supports you

1
One inbox. Physical mail is redirected, scanned on the day of delivery, and made available in peax. Emails, portal downloads, and app scans all go to the same inbox.
2
Recognition. Peax recognizes all document types used in the insurance industry and extracts the insurer, UID, policy number, claim number, and customer information.
3
Clear separation. Customer documents (Vostro) and our own documents (Nostro) are automatically separated.
4
Straight into the CRM. Vostro documents are sent to BAYO or WinVS via batch processing, using IG B2B XML and the BAYO API.
5
Audit trail. Every step is recorded in the audit trail; the archive is audit-proof and VAG-compliant.

How much you save with peax

Sample calculation based on 22,500 documents per year.

3'840 hours/year
Time Saved
6.1x
ROI
0.9 weeks
Payback

Frequently asked questions and answers

By having your mail forwarded to the peax scanning center. There, your mail is scanned on the day of delivery and made available in peax. Alternatively, you can scan documents using the app or forward emails to your peax address.
"Vostro" refers to documents that belong to your customers (policies, premium invoices). "Nostro" refers to your own business documents (supplier invoices, contracts). Peax automatically separates the two and forwards "Vostro" to the CRM and "Nostro" to your accounting department.
Peax doesn't replace your CRM – it complements it: Customer documents are automatically routed to BAYO or WinVS via batch processing.
BAYO and WinVS via IG B2B XML and the extended BAYO API.
Scanning is just the beginning. Peax recognizes, categorizes, separates customer documents from operational documents, and files them away – all without any manual follow-up.
Just over an hour until everything is up and running: mail forwarding, rules for assignment, integration with the CRM, a brief training session for the team. Done.
Peax archives documents in an audit-proof manner and logs every processing step in the audit trail. The law determines which documents you are required to retain. Peax ensures that they are complete, retrievable, and verifiable.
Yes. You can scan policies and advisory documents using the peax app right at the customer's location. There's no need for your own filing systems or folder structures.

Experience peax with your own documents.

30 minutes, online or at your location. We’ll show you how your customers’ mail is imported into Broker-CRM on the day of delivery, and we’ll be honest about where peax is a good fit for you – and where it isn’t.
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Alanna Kolaj
Alanna Kolaj
Customer Support Manager