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New: Ket, the AI assistant built into your workspace
Your clients count on you. Not on your paperwork.
Scattered contracts, late statements, forgotten follow-ups… every lost minute shows in front of your clients. Built on over 10 years of brokerage experience, Joseara brings your whole practice into one workspace — and gives you back the time to be their hero.
Key Features
Everything you need, in one place.
New
Built-in AI assistant
Ask questions in plain language: your assistant knows your firm's data and answers in real time — strictly within each team member's access rights. A tireless analyst, right inside your workspace.
You manage, among others:
- Natural-language questions: counts, lists, record details
- Real-time calculated indicators: premiums, commissions, loss ratio — per client, portfolio or firm-wide
- Financial statements on demand: cash flow, income statement, balance sheet, VAT
- Deadline watch: upcoming renewals, overdue tasks, open leads, latest claims — your daily brief
- Portfolio analytics: top insurers, clients, risks and intermediaries, monthly production, collections
- Forms pre-filled with the values you dictate — you always save them yourself
- On-demand exports: Excel accounting workbook, PDF notes and bordereaux, prepared SOA sending — you confirm
- Actions in the interface: open a section, prepare an entry, display a record — you always validate
- Business knowledge: bordereaux, production cycle, indicators
- Total security: it only sees the member's scope, never writes on its own and never makes up figures
Your AI assistant
What is the current cash balance?
Closing cash position is USD 64,930.89: 75,908.67 collected, 31,600.00 paid out this year.
Create a client Kabila Corp, phone +243 812 345 678.
Opening the creation form pre-filled with your values: review, then save.
Marketing & CRM
Guide every prospect to a satisfied client.
You manage, among others:
- Tasks and actions to carry out
- Activity reports
- Prospects and leads
- Schedules and action plans
Production
Drive your production day to day.
You manage, among others:
- Clients
- Insurers
- Contacts
- Covers
- Brokerage income
- Partners and introducers
- Reinsurers
- Policies
- Renewals and partner-share carry-over
- Advanced multi-criteria search
Claims
Track your claims and their settlements, end to end.
You manage, among others:
- Claim notifications
- Victims
- Loss assessors
- Settlements
- Claims registry
- Documentation
Finances
Manage payments, taxes and settlements tied to your brokerage.
You manage, among others:
- Currencies and rates
- Taxes
- Tax and regulatory authorities
- Brokerage revenues
- Invoices and debit notes
- Payments
- Bank accounts
- Third-party providers
- Premium and commission collection
- Proofs of payment
Reporting & dashboards
View your activity and results in real time, on a clear dashboard.
Your reports cover:
- Partner retrocessions
- Your brokerage revenues
- Overall portfolio
- Statements of account (SOA)
- Claims
- Renewals and their status
- Marketing & CRM
- Documents
- Taxes and regulatory fees
- Prudential figures to report
Collaboration & secure access
Invite your team and work together in one workspace, each within their own scope.
You manage, among others:
- Team member invitations
- Roles and access rights per module
- Scope enforced across the workspace
- Delegated guest management
- Client portfolios per account manager
- Scope notification by e-mail
Accounting & tax (OHADA)
Keep your firm's books and track your tax obligations, right inside your workspace.
You manage, among others:
- Journal, general ledger and trial balance
- Income statement and balance sheet
- Cash flow statement (TFT) and TFR
- Firm charges and expenses
- Suppliers and purchase records
- Tax tracking: VAT and remittances
- Excel export of statements
How to get started?
Get going in minutes: create your account, set up your company (or join a team), and invite your colleagues.
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2. Create your company or join a team
Set up your workspace by creating your company, or accept the email invitation to join an existing team.
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3. Invite your colleagues
Add your colleagues, assign them a role, and work together to unlock the full value of Joseara.
Frequently asked questions
Is it free to start?
Yes. The BASIC plan is free and lets you get started on your own. See the Pricing section for team plans.
How do I join an existing company?
A company administrator sends you an email invitation. Just create your account and accept the invitation to join the team.
Can I invite colleagues?
Yes. Once your company is created, you invite your colleagues by email and assign them the right roles.
Do I need to install any software?
No. Joseara is fully online: it runs right in your browser, with nothing to install.
Pricing Plan
Pay as you go with tokens. Start free with 1,000 tokens renewed every 8 h, then top up as needed.
Free
To get started.
Great for exploring the platform.
- AI assistant not included (paid packs only)
- AI documents not included (paid packs only)
- No technical assistance
- Tokens do not stack
- Blocked when depleted (until renewal)
- Free tokens 1,000
- Renewal every 8 h
- First company Free
- Dashboard access
- Sending emails Unlimited
- Access to all other features
$10
Stackable tokens, valid with no expiry.
- Built-in AI assistant: your data answers in plain language
- Downloadable documents written by the AI (Word, Excel, PDF)
- Customized technical support
- Stackable packs Yes
- Used before the free allowance
- Tokens included 10,000
- Validity no expiry
- Dashboard access
- Sending emails Unlimited
- Access to all other features
Recommended
$40
Stackable tokens, valid with no expiry.
- Built-in AI assistant: your data answers in plain language
- Downloadable documents written by the AI (Word, Excel, PDF)
- Customized technical support
- Stackable packs Yes
- Used before the free allowance
- Tokens included 50,000
- Validity no expiry
- Dashboard access
- Sending emails Unlimited
- Access to all other features
It belongs to you, and it comes back out whenever you want.
- Exporting your data free and unlimited
- Migrating your history 1,000 rows included
- Beyond that, each migrated row is charged at the write rate of the records it creates. The cost is shown to you before you confirm — never after.
Get in touch
A question or a suggestion? Leave us a message — we'll reply by email.