Brokers

We provide solutions for brokers so they can handle their clients with agility, speed and detail. See our features below to help assist you with your client base - contact us for a demo

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Features

Wide-ranging Capabilities

From open market administering, to delegated authority arrangements, our software will help you manage your portfolio to a high standard.

Scheme Management

Our system can provide bespoke scheme management - administer your scheme through our in-house solution. Custom pricing, wording and policy modelling. Bordereaux Production.

Automatic Task Creation

Create tasks instantly upon actions taken in the software to make sure your broker's keep on top of their workloads.

Data & Insights

Data reporting, analytics and custom insights including dashboards and graphs. Make key decisions on your data using our bespoke platform.

Tailored to your workflows.

We understand how you work through an analysis of your requirements, business methods and needs. We'll provide a solution to fit in-line with how you run your business and workflows

Online Quote and Buy Portals

Extend your product offering with a tailored quote and buy online web portal