Vision Enterprise supports large, national and global brokers, and networks, to drive growth and maximise business efficiencies. In fact, some of our brokers are now placing over 20% more business with key partners.
Efficiency is everything in a competitive market. Large brokers and networks are increasingly seeking ways to reduce costs by embracing digital transformation while developing their growth pipeline by maximising market opportunities and partner relationships.
All of this is possible with Broker Insights Vision™ Enterprise. Our technology is modular and a fully customisable proposition, allowing you to build a bespoke solution at scale for your specific needs. It offers a single view of your business across multiple partners, offices, systems, and territories. You can sharpen your placement strategy, deploy and track placement performance, and streamline engagement with your chosen partners – all via Vision Enterprise.
Gain actionable insights from your complex data and understand your whole business at a glance, with a single, centralised view of consolidated data from multiple systems, offices and territories.
Identify consolidation opportunities
Develop and simulate your placement strategy with clear management information on your held book, including GWP and income analysis, and peer benchmarking.
Turn data from multiple sources into consolidated and concise strategic insights.
Clear and concise views for group-wide functions across geographical territories.
Track performance against budget and compare year-on-year growth.
Engage your key insurer partners with an appetite for your clients’ risks.
Maximise insurer deals and grow commission by coding your partner-aligned strategy into the platform.
See your MatchPoints™ opportunities in the renewal management tool.
Manage your renewal pipeline with ease and guide adherence to placement strategy.
Shape market discussions and steer your strategic partner relationships with real-time data sharing and end-to-end workflows.
Drive client outcomes and income opportunities by selling additional coverage to customers, based upon cross-sell and up-sell gap analysis.
Monitor progress towards your objectives and continually optimise your placement strategy.
Give staff the information they need to focus on what matters the most to your customers.
Save 30% of the time spent chasing proposals, allowing you to spend more time with clients and on commercial development.
Align Vision Enterprise with the appetites of your key insurer partners.
Vision Enterprise can take data from any software house or proprietary broking system.
Access a suite of useful insight reports for your combined held book.
Streamline your processes with unique tools which provide instant and direct communication with insurer partners, and improve workflow efficiencies.
You are fully supported at all stages and our experienced Account Managers will be dedicated to supporting you and your teams.
Ensure your whole organisation is working towards the implementation of your optimal placement strategy, with a channel for staff to directly engage with your key insurer partners.
Plan for the future with private and confidential one-to-one support, specifically developed for your business.
*Optional – price on request.
Consolidate data from multiple sources, software houses and offices into one central location.
With Vision, brokers have reduced errors and omissions in data by 75%.
When you sign up, you’ll receive a login and the support needed to set you up for success.
We’ll create your Vision Enterprise oversight dashboards
One of our experienced trading managers will deep dive into the specific needs of your business
We’ll deliver comprehensive training for you and your teams, at all levels
Regular calls will be scheduled to drive progress towards your objectives, throughout the business
Book your free demo to see how you can boost business efficiency and supercharge your profitability.
“Vision Enterprise streamlines complicated data sets from multiple offices into one centralised platform. It enables us to make strategic placement decisions and implement our strategy.”
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