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Solutions for Brokers

How we help

Regulatory Compliance

Our Security committee-in-a-Box solution strengthens compliance processes and refines business placement strategy by providing access to granular data on the performance of insurers.

Leverage insights on underwriting performance, solvency, complaints, claims handling, and customer experience to ensure your business is making data-driven decisions and placing business with the right partners.

Business Placement

Our Security Committee-in-a-Box solution strengthens compliance processes and refines business placement strategy by providing access to granular data on the performance of insurers.

Leverage insights on underwriting performance, solvency, complaints, claims handling, and customer experience to ensure your business is making data-driven decisions and placing business with the right partners.

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.

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.

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.

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.