The only network your brokerage needs.
AI technology, marketing, training and specialist support in one network, so you can grow without going it alone.
Swap dozens of tools for one workspace.
Email, WhatsApp, calendar, quoting tools and spreadsheets stop living apart. In Planeia, everything talks to everything else.
All the AI you need, in one network.
AI agents working 24/7
They follow up leads, flag renewals and draft replies while you are with clients.
The best AI models
Cutting-edge technology applied to everyday broking, with no technical skills needed.
Our team is always beside yours.
We are obsessed with helping you win: guided onboarding, ongoing training and a dedicated contact whenever you need one.
Stop losing time to manual tasks.
Run your book the way you actually work: on your phone, out in the field and between meetings.
Everything you need, in one membership.
One AI-powered workspace
Clients, renewals, quotes, email and WhatsApp together, without jumping between tools.
Full access to Co-Planner
Planeia's AI assistant that plans your day, spots opportunities and drafts your messages.
Dedicated support and training
A team that knows broking, with 7-day onboarding and ongoing training.
- 7-day onboarding
- No technical skills needed
- Every application reviewed individually
Brokers do more with Planeia.
Ready to give your business an enterprise-grade upgrade?
Book an intro callMembership is subject to individual review and the applicable contract terms.
© 2026 Planeia · Lisboa, Portugal 🇵🇹