Vault 360
Vault 360 is Bluu’s own South African SaaS platform for insurance brokerages - built to replace paper, spreadsheets and WhatsApp with one system for brokers, clients, policies and compliance.
Services
Our Own Products
Industry
Insurance SaaS Platform
Company Size
Built for 5 to 10,000+ brokers
Timeline
Now in Beta
Vault 360: The insurance management platform built for how South African brokers actually work.
The Problem
South African brokerages are still running on paper. Vault 360 ends that.
Every day, brokers write policies by hand, track client visits in notebooks, submit KPI reports via WhatsApp and file disciplinary warnings on paper. Management cannot see what is happening in the field until it is too late. Compliance documents get lost. Clients fall through the cracks.
The Platform
One system for brokers, clients, policies, compliance, KPIs and field activity.
Brokers write policies digitally in the field, client info is saved once and reused, mandates and IFDs are stored with every policy, and daily or monthly KPIs are tracked automatically. Built for teams of 5 to 10,000+ brokers - with the ambition to support 100,000 brokers on one platform.
The Outcome
Vault 360 gives insurance brokerages one place to manage the full operation - from policy writing and client records to compliance documents, field activity, communication, warnings and broker performance. It is Bluu’s own SaaS product built for the South African insurance market.
Policies written digitally in the field on the app
All client info saved once and accessible always
Mandates and IFDs uploaded and stored with every policy
Daily and monthly KPIs tracked automatically per broker
Admins see field activity, warnings and performance in real time
“Surex became the first insurance company in South Africa to run their broker operation through Vault 360. From paper to platform, their team helped shape the system into what it is today.”
Vault 360
Insurance Operations Platform
More cases.
Trusted by more than 50 companies, from ambitious startups to major enterprises.
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