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VISION for Brokers

Reveal the best placement opportunities and place more business with key partners.

VISION for Insurers & MGAs

Discover untapped market opportunities, increase your efficiency and boost your bottom line.

MatchPoints™

MatchPoints uses key data points to intelligently match the right broker risk, with the right insurers, at the right time.

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About

Empowering Brokers and Insurers through data-driven decision-making.
Join our Vision for a stronger future in commercial insurance.

Insurance Decision Intelligence

VISION Enterprise

Perfect your placements and leverage strategic relationships

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.


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Clarity to boost your bottom line

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 and our excellent support. 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.

 

Use the Business Insights Lens to:

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 with an aggregated view of market placement.

Develop and simulate your placement strategy with clear management information on your held book, including GWP and income analysis, and peer benchmarking.

Use the Custom Views Lens to:

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.

Use the Placement Strategy Lens to:

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.

Use the Placement Management Lens to:

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.

Use the Performance Management Lens to:

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.

Benefits of VISION Enterprise

Engage your own markets

Align Vision Enterprise with the appetites of your key insurer partners.

System agnostic

Vision Enterprise can take data from any software house or proprietary broking system.

Insight reports

Access a suite of useful insight reports for your combined held book.

Market collaboration and workflow tools

Streamline your processes with unique tools which provide instant and direct communication with insurer partners, and improve workflow efficiencies.

Dedicated account manager

You are fully supported at all stages and our experienced Account Managers will be dedicated to supporting you and your teams.

Staff communication tools

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.

Acquisition support

Plan for the future with private and confidential one-to-one support, specifically developed for your business. Pathfinder Reports bring clarity to your management information.*

*Optional – price on request.

Data consolidation

Consolidate data from multiple sources, software houses and offices into one central location.

Errors and omissions

With Vision, brokers have reduced errors and omissions in data by 75%.

Onboarding is easy

When you sign up, you’ll receive a login and the support needed to set you up for success.

1

We’ll create your Vision Enterprise oversight dashboards

2

One of our experienced trading managers will deep dive into the specific needs of your business

3

We’ll deliver comprehensive training for you and your teams, at all levels

4

Regular calls will be scheduled to drive progress towards your objectives, throughout the business

Better for Brokers Better for Insurers Better for Customers

See VISION in action first hand

Book your free demo to see how you can boost business efficiency and supercharge your profitability.

    Explore other broker solutions

    VISION

    For independent regional brokers.

    Optimise placement and connect with the right markets
    Attract Better Business

    “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.”

    Sarah Sparrow
    Placement Performance Manager, CLEAR Insurance Management

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