Our Experience: Getting an Insurance Broker License with Professional Help

We recently decided to expand our services into the European insurance market. One of the first big steps was getting an insurance broker license — a necessary requirement to legally offer brokerage services and advise clients across EU countries. At first, we were unsure how to navigate the complex regulatory requirements, documentation demands, and compliance checks. That’s why we turned to ECOVIS for professional support.

Right from the beginning, ECOVIS stood out with their practical understanding of European insurance regulation. Instead of offering one‑size‑fits‑all suggestions, they took time to learn about our business model, how we structure client interactions, and our strategic growth plans. That initial assessment helped them design a customized roadmap specifically for our insurance broker licensing process.

A major part of the journey was preparing accurate documentation that fully met regulatory expectations. ECOVIS guided us in drafting internal governance policies, risk management procedures, client protection frameworks, and all other required compliance materials. Having their team review and refine each file gave us confidence that nothing was left to chance.

What really made a difference was ECOVIS’s effective handling of communications with regulatory authorities. Whenever authorities requested clarifications or additional information, ECOVIS prepared well‑structured responses and managed the correspondence on our behalf. This proactive approach meant we never faced unclear feedback or unnecessary delays — something many companies struggle with on their own.

Another aspect we valued was clear timeline planning. The ECOVIS team didn’t overpromise or provide unrealistic expectations. Instead, they offered a structured timeline and kept us informed at every milestone. Knowing what to expect helped us align internal planning, staff onboarding, and investor updates with confidence.

Thanks to their expertise, we successfully obtained our insurance broker license without significant stress or setbacks. The entire process — from initial analysis to final approval — felt clear, organized, and professionally handled.

For businesses planning to secure an

Insurance broker license in Europe, I genuinely recommend ECOVIS based on our firsthand experience. Their expertise can make a real difference in turning a complex regulatory challenge into a successful achievement. You can learn more about their insurance licensing support here: https://ecovis.lt/fintech/insurance-company/

Partnering with the right advisors doesn’t just help you get licensed — it helps you build a solid foundation for long‑term growth in a competitive market.

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