Explore the benefits of Broker Insights Vision™

Explore the benefits of Broker Insights Vision™: empowering brokers through Independent Insurance Intelligence.

May 2023 marked a significant milestone for Broker Insights as we unveiled our enhanced platform, Broker Insights Vision™. The major upgrade provides you with cutting-edge tools and insights to revolutionise your operations; better data, better insights, better business. 

So, what’s in it for you? Explore the benefits of Broker Insights Vision™ and what you can expect from our game-changing technology:

• Business Overview

  Unlock data-led insights and drive income – our updated Business Overview page gives business owners and execs a summary view of key business metrics and tracks your progress against targets, including a partner-by-partner view.

• Placement Strategy

  Explore and set your strategy with our updated Placement Strategy tool that allows you to track appetites, define growth targets with insurer partners, and understand the feasibility of their goals. Once established, you can use our Renewal Management tool to distribute your strategy throughout your organisation.

• Renewal Management

  Streamline the client renewal process and organise your workflow effectively. Understand the state and progress of each renewal, broken down and filtered by staff, office, etc. Identify policies that align with your strategy and explore available markets for placement.  

You, the broker, are at the heart of what we do. We are continually focused on enhancing your experience, with further upgrades coming soon, including:

• Placement Calculator

  Stay ahead of market movements and understand income growth opportunities linked to market placement. Gain valuable insights into the impact of market fluctuations on different products and insurers.

• Cross-Sell

  Maximise your revenue potential by leveraging a single customer view. Identify cross-selling opportunities across your business and benchmark them against what similar customers buy. Understand the income benefits of a focused cross-selling approach and identify your most valuable customers.

• Performance Management

  Evaluate the outcomes of your business decisions across placement, product, and people. Assess performance at a product level, identify cross-sell opportunities, ensure strategy adherence, and monitor staff performance.

• Peer Benchmarking

  Measure your operational activities against market peers to identify potential risks and optimise placement decisions. Compare your performance to similar brokers and receive suggested actions to enhance your operational position. 

Broker Insights Vision™ is set to empower brokers like never before, enabling you to make data-driven decisions, accelerate growth, and enhance customer satisfaction. Join us on our journey to redefine commercial insurance as we roll out this major platform upgrade. 

If you’re already part of the Broker Insights community, your Trading Manager will be in touch to discuss your upgrade. If you’re not and want to know more, email enquiries@brokerinsights.com today and follow us on LinkedIn.