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.

Overview

Resources

Blog

Keep up to date with the latest industry blog posts.

In 2023, Broker Insights launched the Partner Strategy Setting tool within our award-winning Broker Insights...

Case Studies

Hear how our brokers and insurers use VISION.

As an independent insurance broker with over 20 years’ experience, Heath Crawford help businesses find...

Newsroom

Read about us in the commercial insurance news.

Broker Insights, a leading data analytics and market insight company operating in the commercial insurance...

FAQs

Answers to all frequently asked questions.

Read our most frequently asked questions here.

About

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

Insurance Decision Intelligence

VISION

Optimise placement and connect with the right markets

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.

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See, understand and monetise your data

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, receive excellent support and it’s free to join!

Use the Business Insights lens to:

Gain actionable insights from your complex business data.

Identify consolidation opportunities with an aggregated view of market placement.

Develop and simulate your placement strategy, using clear Management Information on your held book, including peer benchmarking, GWP and income analysis.

Use the Placement Strategy lens to:

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.

Use the Placement Management lens to:

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.

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 most to your customers.

Save 30% of the time spent chasing proposals, allowing you to spend more time with clients and on commercial development.

Use the Custom Views lens to:

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.

Benefits of VISION

Access to our partner markets

Get access to our leading UK insurer and MGA partners and start receiving inbound enquiries.

Trading team support

Our team will help you improve your insurer and MGA relationships and enhance trading outcomes.

System agnostic

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

Market collaboration and workflow tools

With unlimited users, you can streamline your processes and optimise workflow efficiency.

Minimise errors and omissions

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

Acquisition support

Plan for the future with our bespoke, one-to-one support for your business.

*Optional – price on request.

Onboarding is easy

1

We’ll create your Vision account

2

You’ll be introduced to your dedicated trading manager

3

We’ll deliver comprehensive training for you and your teams

4

Regular calls will be scheduled to help drive progress towards your objectives

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 Enterprise

For large, national and global brokers.

A fully customisable platform to drive growth and boost efficiencies.

Accelerate Business Growth

“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.”

Neil Thomsett

Director, Adler Fairways

“We’re impressed with Broker Insights Vision™ and the way it can help us quickly and easily connect with the right insurers.”

Allen Simpson

Director, R K Henshall & Co Ltd

“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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