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Solutions for Brokers

How we help

Product Governance

Strengthen product governance and insurer oversight with our Security Committee-in-a-Box solution, powered by the Insurance DataLab Insurer Performance Index.

Leverage data-driven insights across claims, complaints, solvency, and underwriting performance to assess insurer partners with confidence. Our intuitive RAG-rating system and recommended insurer lists help demonstrate robust governance, support Consumer Duty obligations, and provide evidence-based justification for insurer selection and placement decisions.

Competitor Benchmarking

Understand how your firm compares to peers in the broking market. Our benchmarking tool can identify areas of improvement, assist with setting internal KPIs, and help to maximise returns from a future sale of the business.

Analyse everything from financial performance and productivity to complaints handling and customer experience scores.

Product Development Strategy

Drive innovation in your product offerings with insights into market trends, business line performance, and the performance of capacity partners.

Evaluate how your product range aligns with client needs and the performance of similar offerings in the market.

Board-Level Management Information

Equip senior leadership with actionable intelligence on market trends, insurer relationships, and overall broking performance.

Streamline board reporting with easy-to-digest insights covering financial performance, complaints handling and customer outcomes.

M&A Support

Make informed decisions on mergers, acquisitions, and partnerships with detailed benchmarking and performance data.

Assess potential acquisition targets or partnership opportunities by analysing the financial and operational performance of brokers and MGAs.

Who we help

Our platform provides tailored insights and support for professionals across key roles in broking organisations, helping to deliver greater business value:

C-Suites

Empower strategic decision-making with high-level insights on market trends, competitor benchmarking, and performance metrics across the broking landscape.

Business Placement and Insurer Relation Teams

Enhance placement strategies with performance data on insurers, ensuring alignment with client requirements and regulatory obligations.

Security Committees

Monitor insurer solvency, claims performance, and complaints handling to ensure secure placements and minimise risk exposure.

Compliance Teams

Track performance metrics across the market to ensure regulatory compliance and proactively identify potential risks.

M&A Teams

Support merger and acquisition activities with detailed benchmarking data and insights on potential acquisition targets, helping to make informed strategic decisions.