Sherpa helps you --> Grow Your Revenue Access New Markets Retain Clients Simplify Compliance
Global co-broking network
Sherpa
SaaS Platform | Co-Broking Network | TPA Services
Ready to Grow Smarter? Increase Revenue. Access New Markets. Scale Your Business.
Our Story
Built by Brokers, For Brokers
In 2012, three friends launched an insurance brokerage in Vietnam. As we grew, we searched for software to match our needs – sales, leads, client service. Frustrated by existing options, we built our own: Sherpa.
A platform designed from real-world experience, to empower brokers to grow revenue, access new markets and scale their business.
Our Solutions
Sherpa's Features
1. Leads, Quoting & Comparisons
Landing pages with comparison lets you increase the number of high quality leads!
Quote and compare from 10,000+ options from 50 international, regional and local insurance providers.
3. Sales Pipeline, CRM & Ticketing
Track the entire sales process from leads, to quoting, to won to renewals.
Track and manage client customer service inquiries and any issues with insurance partners on claims and renewals.
5. AI Advisor & Training Assistant
Out in-house LLM AI model can be trained for your specific product providers and be used for training new advisors, sales and customer service, staying compliant and up to date and being deployed to interact with clients. The future is AI advising and personalized LLM Models.
Why Choose Sherpa?
Sherpa is more than software; it's a partner in your success. We've built our software and services solutions with the specific needs of insurance brokers, insurers, IFA's and professional services firms in mind, providing a comprehensive technology stack and range of support services to streamline your operations, drive growth, increase margins and enhance client satisfaction.
4. Team Management & Reporting
Real time dashboards to track teams and create reports on marketing, leads, sales, customer service and renewals.
6. Co-Broking Network
Get access to local products and new markets across Asia Pacific through our co-broking network already available in Australia, Hong Kong, Vietnam, Thailand, Indonesia, Cambodia and Singapore.
As clients move or their needs expand so can your offering with our co-broking network.
7. Third-party Administration Services
Sherpa’s Third-Party Administration (TPA) services empower brokers and IFAs to offer seamless post-sale support without building internal ops teams. From policy issuance to claims coordination and renewals, we handle the backend—so you can focus on sales and client relationships. Enhance service quality, reduce admin burden, and scale your advisory business. with our technology and TPA services.
Partners we work with
- Insurance Brokers & Intermediaries
- Insurance Companies
- Financial Advisors & Wealth Managers
- Independent Advisors
- Professional Services Firms such as Accountants, Market Entry, Mortgage Brokers and Migration Agents
Take your consulting business to new heights
We collaborate with insurance, financial services, professionals and remote workers by providing you a complete SAAS solution and network you need to build your international business.
Attract new clients
+ Cross-sell existing
Global network
Of providers & peers
CRM Integration
Manage your Clients
Simplified report
Whitelabelled PDF Quote
Enter new markets
Access unique products
Insights and assistance
Frequently asked questions
Speak to the leading health insurance broker in Vietnam and our parent company Tenzing Pacific Services - get a quote in minutes here.
General insurance provides financial protection against losses or damages to assets like property, vehicles, and other business risks and projects covering everything from weather risk, cyber security to liability for company directors.
This really depends on your business. There are insurance policies every company should have like directors liability and key-person insurance and then also industry specific policies such as trade export credit, construction and public liability.
We understand all businesses are unique and so as a first step recommend you speak to one our experienced risk managers who can help you find the best risk mitigation strategy for your business.
Speak with your broker or risk manager and they can help you make a claim and also work with the insurance provider to make sure the claim is processed quickly.
Your insurance broker can help you find all possible insurance solutions for your business and in many cases we can find an international provider if a particular type of business risk is not covered by local providers in Vietnam.
No there is no extra costs to use an insurance broker.
Brokers are an essential part to the insurance industry as they can represent multiple insurance companies to the consumer.
In most cases it works out cheaper to use a broker as they have expert knowledge of what insurance products are available, which ones offer the best value and can also assist in understanding your risk management as well as helping with claims and other insurance related administrative tasks.
Get Started with Sherpa
Unlock Your Brokerage's Full Potential
Address:
Hong Kong: 70 Queens Road Central, Hong Kong
Vietnam: 89 Nguyen Huu Canh, HCMC
Contact:
Phone:
+852 5742 7619 (Hong Kong)
+84 028 3821 5367 (Vietnam)
Email: support@sherpawise.com
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Get started today
Contact us today to experience the difference of working with a trusted insurance broker.
Get a quote
Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.
Fast benefit payouts
We pay benefits on approved claims in a couple of days.
"Sherpa provided the full stack of technology and product partners we needed to launch our brokerage business quickly and focus on what we do best, serving our clients."
Walter van der Wal Chief Entropy Officer & Founder at VanderSure, Insurance Intermediary Thailand