Better manage your broker business and optimise your customer policy placement with an innovative data-led approach.
Currently, the onus is very much on you, as a broker, to find the best insurer with the right product for your customers. Held back by traditional, manual processes and inefficient communication routes, it can be difficult and time-consuming for you to understand which insurer is right for your customer and engage with them. Our independent, data-led approach results in the right insurer engagement, streamlines how you work with them and gives you the insight to better manage your business and policy placement.
Our platform intelligently matches you and insurers using risk appetite and customer risk profile data. Then using the platform for targeted interactions, you can communicate in context with insurers.
We’ve made it easy for you to manage your business and make data-led policy placement decisions.
Strengthen existing insurer relationships and develop new ones, and get rewarded when you place business with our insurer partners.
With full visibility of your book of business, and the ability to analyse the data and to see insurer-by-insurer appetite, you can optimise your placement strategy. Rather than wasting effort dealing with many insurers, you can focus on the right ones, save time and more easily meet your regulatory requirements.
Our intelligent insurer recommendation tool helps you identify which customer risks are within partner insurers’ appetite. You can validate your risk with these insurers through the platform, pre-qualifying their interest before requesting a quote – improving regulatory compliance and broking efficiency.
The platform enables our insurer platform partners to proactively engage with you. With insight into your customers’ risk, they can get in touch with you about opportunities using our Note of Interest feature, so there’s less broking effort for you. And by setting lead-time preferences, you are in control of when they contact you.
With our Management Information suite, you can analyse your business and make data-led decisions. Clear and easy-to-understand dashboards with relevant, actionable insights help you better manage your business and policy placement.