ruthson-zimmerman-Ws4wd-vJ9M0-unsplash.jpg

MANAGEMENT Platform for life insurance brokers

DORI

DORI is a comprehensive management platform tailored for brokers active in life insurance. It centralises everything needed to efficiently manage a portfolio — from customer interactions to connections with insurance companies, document management, payments, and compliance.

DORI is not an off-the-shelf package, but a platform tailored to the realities of life insurance brokers. Metanous developed it together with Kundec, with the goal of creating a high-performing, compliant, and scalable digital foundation for the broker office of tomorrow.

What we have built is

1.svg

Expandable & modular

DORI is a modular platform that can be customised and expanded to meet your needs.

DORI is built from modules that can be activated, customised, or expanded individually. Whether you start with a single office or manage a network, the platform grows with your needs.

2.svg

Compliant

Full integration of compliance workflows: KYC, anti-money laundering, IDD, MiFID, and more.

Compliance is not an optional layer in DORI, but a fundamental part of the platform. KYC, anti-money laundering, IDD, MiFID, and other regulations are embedded in the core processes.

3.svg

Cloud native

DORI is built cloud-native, ensuring maximum availability and flexibility.

The platform runs entirely in the cloud, without local installations or maintenance. Scaling is seamless, and new features or updates are deployed centrally — with minimal impact on broker operations. This keeps the platform performant, secure, and always up-to-date.

4.svg

Scalable

The DORI platform is designed to handle hundreds of thousands of end customers, policies, account balances, and more.

DORI was designed for sustained growth. The platform supports tens of thousands of cases, policies, customers, and transactions without compromising speed or stability. This makes it suitable for both individual brokers and larger networks or distribution platforms.

5.svg

Connected

DORI exchanges information with a wide range of insurance companies.

DORI exchanges data with a wide range of external parties: insurance companies, compliance platforms, accounting software, payment providers, CRMs, and more. Thanks to its robust API architecture, integrations can be set up and maintained quickly.

6.svg

Future-ready

DORI leverages AI to unlock data and support the broker in their daily operations.

The platform uses AI where it truly adds value. This includes automatic document recognition, data classification, smart reminders, and predictive insights. DORI continuously evolves with technological trends and the changing realities of brokers.

dori_mockup_1.png

Digital engine for broker operations

DORI centralises all the tools and processes brokers need — from case management and compliance to communication and payments.

  • Comprehensive portfolio management, including simulations and tracking

  • Connections with insurers for policy and rate information

  • Client files with integrated KYC, AML, and IDD functionality

  • Document generation and management in compliance with regulations

  • Client portal with secure access and transparent communication

  • Broker-specific CRM module

  • Payment workflow, including integration with Mollie

  • Itsme integration for secure login and authentication

  • Clear reporting and audits for internal monitoring and control

  • …

DORI consolidates all core processes of a brokerage office into one integrated platform — from portfolio management and compliance to communication, payments, and reporting.

Looking ahead with confidence

DORI is built to grow with your organisation, the market, and technological evolution.

dori_mockup_2.png

Modern technology
DORI is built on an open, API-first architecture, ready for integration and expansion.

Flexible expansion
New functionalities can be easily added, tailored to your operations or network structure.

AI support
Future expansions include smart applications such as document classification, customer analysis, and personalised recommendations.

Regulation-ready
The platform evolves alongside changing regulations such as DORA, GDPR, and industry-specific rules.

Dynamic growth path
DORI is a living platform with a clear roadmap — it continues to grow with user needs and technological developments.

Our partners

Build your own platform?

We help you build on a proven foundation with the freedom to further personalise, scale, and integrate with your environment.

Contact us

an_en_boris.png