In a competitive world, Vision makes it easy for independent regional brokers to use data to drive efficiencies and make better decisions while improving market connections and partner engagement.
A regional broker’s job is increasingly tough. Facing a complex range of products, limited market access, a lack of insurer attention and compliance demands, brokers issue untargeted proposals and spend time fruitlessly chasing them up. This inefficiency frustrates day-to-day operations and limits valuable time with clients.
Broker Insights Vision™ brings clarity to the regional broker’s complex world. With Vision, you can build your placement strategy, identify in-appetite placement matches and connect with our partner insurers – ensuring you receive attention from the right insurers at the right time. Vision simplifies processes, giving you time back so you can work on your business instead of in it, and boost your earnings. Our brokers are enjoying more growth with our partner insurers, and it’s free to join!
Gain actionable insights from your complex business data.
Identify consolidation opportunities
Develop and simulate your placement strategy, using clear Management Information on your held book, including peer benchmarking, GWP and income analysis.
Discover insurers with an appetite for your clients’ risks.
Set your partner growth targets with our easy-to-use strategy setting tool.
See your matched opportunities using our renewal management functionality.
Manage your renewal pipeline with ease and guide adherence to placement strategy.
Access our partner markets, receive inbound enquiries and communicate in one place.
Filter your opportunities at a product level and pinpoint consolidation opportunities.
Monitor progress towards your objectives and continually optimise your placement strategy.
Give staff the information they need to focus on what matters most to your customers.
Save 30% of the time spent chasing proposals, allowing you to spend more time with clients and on commercial development.
Turn data from multiple sources into consolidated and concise strategic insights.
Drive deeper knowledge of your business through interactive dashboards.
Track performance against budget and compare year-on-year growth.
This lens is optional – price on request.
Get access to our leading UK insurer and MGA partners and start receiving inbound enquiries.
Our team will help you improve your insurer and MGA relationships and enhance trading outcomes.
Vision can take data from any software house or proprietary broking system.
With unlimited users, you can streamline your processes and optimise workflow efficiency.
With Vision, brokers have reduced errors and omissions in data by 75%.
Plan for the future with our bespoke, one-to-one support for your business.
*Optional – price on request.
Sign up today and you will receive a login and all the support needed to set you up for success.
We’ll create your Vision account
You’ll be introduced to your dedicated trading manager
We’ll deliver comprehensive training for you and your teams
Regular calls will be scheduled to help drive progress towards your objectives
Book your free demo to see how you can boost business efficiency and supercharge your profitability.
“Vision is helping us manage our insurer relationships and is saving us time, energy, and resource. When used in meetings, we can work through our pipeline in real-time, ensuring we are getting the most out of our relationships.”
“We’re impressed with Broker Insights Vision™ and the way it can help us quickly and easily connect with the right insurers.”
“Vision provides more insights than any other system we have used. It makes data insights accessible to everyone within the business.”
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