My Personal Broker — Bringing Broker and Clients Closer
Web & Android live · iPhone coming soon

Short-term insurance,
closer by design.

Client records, policy requests, documents and signatures—connected to your broker relationship in one clear workspace.

Open Broker Admin Open Client Portal
Live Broker web platformLive Client web portalLive Android client app
THURSDAY, 23 JULYGood morning, broker
BR
Open requests08Needs attention
Documents14Awaiting action
Clients126In your portfolio
Recent activityView all
Policy amendmentVehicle details receivedNew
Document signedClient action completedDone
09:41● ● ●
My Personal BrokerConnected to your broker
GOOD MORNINGWhat can we help
you with today?
01Sign pending documentsTap to review and sign→
02Quick amendmentAdd or remove an item→
03View my policiesCurrent documents→
04Emergency contactsHelp when you need it→
✓Signature completedClient action recorded
AndroidLive
Scan to get My Personal Broker on Google PlayGET IT ONGoogle PlayScan or tap
iPhone
Coming soonApp Store

Customer Relationship Management

A CRM built for insurance brokers.

Keep client details, policies, insurer information and documents together. Track requests, notifications and follow-up with access shaped around your broker team.

Software supports administration. Your broker remains responsible for professional advice and the relationship.

Explore the broker CRM

New in the platform

NEW FEATURE

Automated birthday emails

Automatically email clients on their birthdays. Brokers can switch birthday emails on or off.

NEW FEATURE

Bulk client uploads

Upload multiple clients at once to bring your client list into the platform with less manual entry.

NEW FEATURE

In-app support tickets

Log a support ticket or report an issue easily, directly inside the app.

One platform, three experiences

Connected, wherever you work.

Broker and client web portals are available now. Download the Android app on Google Play. iPhone coming soon.

01FOR BROKERSLIVE

Your portfolio, within view.

A focused workspace for client service and team follow-up.

  • Client and policy records
  • Requests, documents and notifications
  • Root broker, sub-broker and staff access
Explore the Broker CRM
02CLIENT WEBLIVE

Simple actions, close at hand.

Stay connected to your broker through the client web portal.

  • Sign pending documents
  • Quick amendment requests
  • View policies and documents
  • Emergency contacts
Open Client Portal
03ANDROID APPLIVE

Your broker, in your pocket.

Available on Google Play, bringing useful client actions to your Android phone.

  • Sign pending documents
  • Quick amendment requests
  • View policies and documents
  • Emergency contacts
Get it on Google Play

Trust in every interaction

Professional by nature.
Protected by design.

POPIA-conscious handling, private documents and broker-aware access support the responsibility behind every client relationship.

Explore security Contact us