Insurance is known for paperwork—but Marco from Confia Solutions had a better idea.
This article shows how a custom business app helped him manage hundreds of clients, automate daily work, and scale without hiring.
Insurance Broker replaced Admin Chaos with a Custom No-Code App (and Saved €50,000 a Year)
If you’re still managing clients with PDFs, spreadsheets, and inbox chaos, you're not alone. But you're also not scaling. In this article, you'll see how one independent insurance broker transformed his business using a custom no-code solution built on Glide—saving over €50,000 annually while improving client service and compliance.
The Admin Burden of Growing Insurance Firms
Running an insurance brokerage means handling mountains of documentation: power of attorney forms, contracts from multiple insurers, personal IDs, claims, renewals—all across hundreds of clients.
For Marco H., founder of Confia Solutions in Upper Austria, this reality quickly became a roadblock.
"It was either hire a full-time admin, or build a system that works like I do," Marco recalls.
Traditional broker software didn’t fit. It was clunky, overbuilt, and couldn’t adapt to his way of working. Instead of bending his business to fit generic tools, Marco looked for a solution tailored to his real process.
A Custom No-Code App That Works Like He Does
We partnered with Marco to build a digital backbone for his business using Glide, a no-code platform that turns spreadsheets into powerful apps.
What began as a simple onboarding app is now a fully integrated no-code insurance platform tailored to Marco's needs.
Here’s what it does:
🚀 Digital Client Onboarding with E-Signatures (No-Code Workflow)
The moment a new lead arrives—via website, referral, or call—the system kicks in:
Automatic welcome emails and digital onboarding forms
Power of attorney collected via e-signature
Structured data intake (no PDFs or copy-paste)
A complete digital client profile created instantly
No printers. No chasing. Just a smooth, modern intake process.
📄 Insurance Contract Management Made Simple
Managing dozens of policies across different insurers? Now it’s one-click:
Contracts are requested directly from insurers
Automatic reminders follow up if no response
All contracts stored with version control and change history
The system alerts Marco to renewals or cancellations before anyone forgets
This custom insurance CRM is built for real-world complexity—but designed for simplicity.
📱 Streamlined Claims Handling for Faster Support
When clients submit claims, speed and clarity matter:
Clients use a mobile-optimized form to submit claims
Documents are auto-organized and categorized
Clients get status updates at each stage
Marco communicates with insurers directly within the app
The result? Less admin. More peace of mind for clients.
🔐 A Secure Client Portal That Feels Premium
Each client gets their own portal to:
View/download contracts and documents
Submit and track claims
Update personal info
Request policy changes
Book consultations
It’s efficient, professional, and entirely under Marco’s control.
📊 Back Office Automation with No-Code LogicA Back Office That Runs Itself
Behind the scenes, the app handles Marco’s daily operations:
Task management to show what matters today
Templates for faster client communication
Smart reminders to avoid dropped balls
Business analytics dashboard for oversight
Optional multi-user access as the business grows
This is more than a tool. It’s a fully customized operations platform for insurance.
Why It Works: Automation That Feels Human
Unlike traditional CRMs, Marco’s app reflects how he actually works:
Custom workflows instead of rigid flows
Clean documentation trails for compliance
Personalized, high-touch service—at scale
Most brokers juggle tools built for another decade. This one thinks like a modern founder.
The Results: €50,000+ Saved and a Business That Scales
"Now I save a year’s salary, can handle more clients, and deliver better service—because everything is documented and nothing gets lost
The impact:
€50,000+ saved annually by avoiding new hires
Hours reduced to minutes for document handling
Clients onboarded and supported faster
Zero chaos, full compliance
Operations that grow with the business
Want a Business App Built for the Way You Work?
At Kwapso, we build custom no-code tools for insurance, HR, operations, and more—using Glide to create systems that remove friction and boost clarity.
If your current setup is a patchwork of forms, PDFs, and emails, we’ll help you clean it up. And we’ll start with something simple: a working prototype built just for you.
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