Broker benefits

Save You Time
Save You Money
Make You More Efficient
Collect Better Data
Get Your Products To Market Faster
Features we offer
Messaging
Communicate with your clients and underwriters easily on one platform, no more printing.
Chatbots
Provide your coverholders with the best in client facing technology.
Workflow
Every step of the placement process is tracked, automatically giving you a complete audit trail.
iPad Broking
You will never have to carry your heavy slipcase around ever again.
Notifications
Keep up to date with all changes to quotes and policies, so you never miss a thing.
Specific Product Rate Tables
Your desired rates can be input and easily amended.
Reporting
Your reporting parameters can be customised and then your data can be accessed instantly.
Dashboard
Oversee performance of your book of business and your best performing clients.
Cloud Based
Access your platform wherever you are.
Document Creation and Upload
Quotes and policies can easily be uploaded to your platform or created for your clients.
Multiple User Accounts
All of your team can have access to the platform, as well as your clients and underwriters.
Security
Your security is paramount and we can offer you different options to help you feel at ease.
Data Import & Entry
Data is easy to upload to the system, whether you acquiring from other sources, or entering yourself.
To discuss the services we can provide or to arrange a face to face meeting to see our work, please enter your phone number below and we'll call you back.
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Frequently Asked Questions
Are you expensive?
We have a number of pricing structures that we can fit around your requirements. We usually work to a small ongoing fee, rather than front loading costs to the start of a project, to ensure our business obejectives are aligned.
Are you really all based in London?
Yes, around 200m from Lloyds - we believe that being on hand is fundamental to providing the best customer service, and this is where the world class designers and developers want to work.
Will the platforms work on my mobile phone in a coffee house?
If you have a smartphone with internet connection, you will be able to access and interact with your data. We can demonstrate this to you in person.
Can you transfer data from our current system?
We can get the data out and analyse the current proceeses you have in place. This is part of our extensive analysis and set up process.
Do your platforms interact with other systems and websites?
Yes, we have extensive APIs and experiences with integrations in order to keep your data up to date, validated and automatically imported where possible.
Are all of your platforms compliant?
Yes, our regulatory advisors work with Lloyds to ensure all of systems and platforms are compliant with Solvency II - Pillar 3 and the Conduct Minimum Standards.