Placement Strategy – Using Vision

See your business and easily build, execute and track your placement strategy

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Placement Strategy Introduction

“The Placement Strategy feature helps to highlight staff progress and track how well the business performs against various strategies. This new tool is very helpful for the business.”

Rachel Horsfield, Corporate Broker, Rowland and Hames  

See your business and easily build, execute and track your placement strategy 

Placement Strategy is imperative to a broker’s business growth and should be continuously tracked and updated. Broker Insights Vision™ transforms this process, allowing you to efficiently set and track growth targets in one place. 

Our unique insurance intelligence automatically matches your book of business with our partner insurers’ appetites. This level of clarity streamlines the insurance placement process while improving efficiency in your business: both in terms of client service and overall productivity. 

 Our tool allows you to: 

  • Understand feasibility of deals in place and targets 
  • Define growth targets with insurer partners 
  • Clarify strategy to be deployed into business  

Once established, you can then use our Renewal Management tool to distribute your strategy throughout your organisation. 

In the competitive world of commercial insurance, a strong placement strategy is an essential asset for insurance brokers. By employing a comprehensive placement strategy, brokers can access a wide range of insurance markets, obtain competitive pricing and provide expert risk management advice.  

Take a look at how Broker Insights Vision could help you to drive efficiencies and optimise earnings.

About Broker Insights Vision 

May 2023 marked a significant milestone for Broker Insights as we unveiled our enhanced platform, Broker Insights Vision™. It is set to empower brokers like never before, enabling you to make data-driven decisions, accelerate growth, and enhance customer satisfaction. 

Last month we focused on the Business Overview page. Make sure you return to the blog for future feature reviews 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 and follow us on LinkedIn. 

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