All bills in one place
Download your HD-Makler / Insurgo Cloud invoices automatically
GetMyInvoices automatically downloads your HD-Makler / Insurgo Cloud invoices. This saves you time and gives you a central overview of all receipts.
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Over 20,000 companies trust GetMyInvoices
What GetMyInvoices does for HD-Makler / Insurgo Cloud
No more manual downloading
You no longer log in to your HD-Makler / Insurgo Cloud account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All HD-Makler / Insurgo Cloud receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with HD-Makler / Insurgo Cloud
Insurance & Health Insurance
At the end of the month, commission statements from various insurers pile up in many broker offices, and someone has to pull them individually from the respective portals before accounting can even begin. If a statement is missing because it got lost in one of the many insurer portals, the entire closing process is delayed. With GetMyInvoices, these documents are automatically retrieved from the connected accounts and forwarded directly to HD-Makler or Insurgo Cloud. This way, all commission receipts are complete without anyone having to chase them down.
Get started now with receipt automation for Insurance & Health Insurance
Healthcare & Medical Supplies
Anyone who brokers private health and long-term care supplementary insurance knows the problem: policy documents and contribution certificates come in through multiple insurer and health insurance fund portals, often with different deadlines for contribution adjustments. If a certificate goes unnoticed, a receipt for the customer's tax documents or one's own commission statement is missing at the end of the year. GetMyInvoices automatically retrieves these documents from the respective portals and assigns them to the matching contracts. This ensures that healthcare documentation is complete when it's needed.
Get started now with receipt automation for Healthcare & Medical SuppliesInvestments, Trading & Fintech
If a broker also arranges fund savings plans or retirement provision products in addition to insurance, statements from investment companies and fintech platforms are added, which must be retrieved separately and assigned to the contracts. Especially with ongoing portfolio commissions from multiple custody accounts, it's easy to lose track of which statement has already been recorded and which is still missing. GetMyInvoices automatically downloads these documents and recognizes already captured receipts, so no duplicate filing occurs. This keeps contract management in HD-Makler traceable even as the product portfolio grows.
Get started now with receipt automation for Investments, Trading & FintechHow does it work?
Connect your HD-Makler / Insurgo Cloud account
Connect your HD-Makler / Insurgo Cloud account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your HD-Makler / Insurgo Cloud account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your HD-Makler / Insurgo Cloud receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
Frequently combined with
About HD-Makler / Insurgo Cloud
HD-Makler / Insurgo Cloud is software for insurance brokers to manage contracts and customer data. This generates invoices and statements that need to go into accounting. GetMyInvoices automatically retrieves these documents, saving valuable time in the broker's office.
Frequently asked questions about HD-Makler / Insurgo Cloud and GetMyInvoices
Ready to automate your HD-Makler / Insurgo Cloud invoices?
Try GetMyInvoices with no obligation and start collecting your receipts automatically.