Brokero is a Swiss all-in-one CRM for brokers in mortgages, insurance and private credit. It centralises client information and documents in three modules. The mortgage module offers real-time financing simulation and professional report generation. The insurance module covers central policy management, coverage optimisation, and document and claims handling. The private credit module supports tracking of applications, debt buy-outs, and central handling of documents and tasks. Brokero is delivered as an online service for brokerage firms.
Brokero is made by Brokero Sàrl, headquartered in Prilly, Switzerland. The vendor's pages name no foreign parent company. According to the vendor, all data is hosted in Switzerland, encrypted and backed up regularly. Its data processing page refers to the GDPR, and a data processing agreement is an annex to its general terms. Switzerland is not an EU member but an EFTA country with an EU adequacy decision. No self-hosted option is described. Because broker records hold financial and insurance data of private clients, ask which hosting provider and sub-processors are used.