Insurance CRM Software for Irish Brokers

CBI compliant insurance broker software built in Ireland, for Ireland

Axion Insure is insurance broker management software designed specifically for intermediaries regulated by the Central Bank of Ireland. CRO.ie company verification, Brokers Ireland compliance checklist, DORA alignment, and EU data residency — all native to the platform.

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CBI Regulated DORA Compliant GDPR Compliant CRO.ie Integrated EU Data Residency IDD Compliant

Why Irish brokers need a purpose-built CRM

Irish insurance intermediaries operate under a unique regulatory landscape: the CBI Consumer Protection Code 2025, DORA, GDPR, the Insurance Distribution Directive, and soon NIS2 and the EU AI Act. Generic CRMs cannot address these obligations. Axion Insure can.

CBI Consumer Protection Code 2025

47-item interactive compliance checklist built directly from the Brokers Ireland V2 2025 framework. Track consumer protection obligations, client premium account reconciliation, complaints analysis, vulnerable consumer procedures, and differential pricing reviews — all within the CRM.

CRO.ie Company Verification

Live integration with the Irish Companies Registration Office. Verify company registration, status, registered address, and directors directly within the lead-to-opportunity workflow. Enriched company data auto-populates client records.

DORA Compliant Insurance Software

Axion Insure treats the CRM as a formal ICT system under DORA (EU 2022/2554). ICT risk management framework, third-party provider registers, incident classification, resilience testing, and CBI reporting workflows — all documented and auditable.

Sanctions & AML Screening for Irish Brokers

One-click sanctions and PEP screening against international databases. Results auto-fill compliance check fields in the L2O workflow. Meets Criminal Justice Act 2010 obligations and Brokers Ireland AML/CTF training requirements.

Minimum Competency Code & CPD

Track MCC accredited persons, CPD completion by in-scope individuals, ethics hours, and Fitness & Probity IAF certifications. Annual PCF/CF returns and Central Bank submissions tracked in-system.

GDPR & Data Protection Act 2018

EU data residency with encryption at rest and in transit. Data Subject Access Request automation, right-to-erasure workflows with regulatory retention checks, data portability exports, and Record of Processing Activities maintained automatically.

Every CBI obligation, tracked in one place

Axion Insure includes the complete Brokers Ireland compliance checklist covering 13 regulatory categories that Irish insurance intermediaries must address annually.

Consumer Protection Regulations

  • Terms of Business review
  • Conflicts of interest annual review
  • Client premium account reconciliation
  • Complaints pattern analysis
  • Vulnerable consumers training
  • Remuneration disclosure (CP116)
  • Differential pricing review

Fitness & Probity / IAF

  • PCF and CF role holder audit
  • Controlled Function Annual Declaration
  • IAF training completion tracking
  • Annual PCF Confirmation to Central Bank
  • IAF register maintenance

Professional Indemnity & Levies

  • PII renewal tracking (min €1,564,610 per claim)
  • Central Bank Levy (September/October)
  • FSPO Levy tracking
  • ICCL Levy (September)

DORA & Operational Resilience

  • ICT risk management framework review
  • ICT policies and procedures review
  • Annual ICT systems testing
  • Third-party provider register
  • Operational resilience self-assessment

Not a legacy system. A generational leap.

Axion Insure is a modern, cloud-based insurance broker SaaS platform engineered around the regulatory frameworks Irish brokers face today — including DORA, NIS2, and the EU AI Act. Built for the regulations that legacy platforms are still trying to understand.

Cloud-based

No on-premise servers. EU data residency. Accessible from any device. Microsoft Single Sign-On.

Compliance-first

47 compliance checks. DORA, GDPR, CBI CPC, IDD. Audit trails on every record.

Irish-built

CRO.ie integration. Brokers Ireland checklist. Central Bank return tracking. Built for the Irish market.

Future-proof

EU AI Act ready. NIS2 aligned. DORA compliant. Built for regulations that haven't even taken effect yet.

Built for Irish brokers. Ready when you are.

Join the waiting list to secure early access and founder pricing for your brokerage.

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