Built for South African brokers

Broker and client.
Finally in sync.

My Personal Broker brings everyday insurance administration into one secure, beautifully connected digital environment.

Web platform liveAndroid launching soonPOPIA-conscious
Broker workspaceEverything in view.
Policy amendment NewSignature request SentClient policy Secure
Client portalOne clear next step.
Document ready to review
MP
Bridge
Connected securely

01 / THE IDEA

A better connection layer

Less distance between a request and the person who can move it forward.

Not a replacement for the broker relationship. A purpose-built digital environment that makes that relationship easier to access, manage and trust.

Two portals. One relationship.

Built for both sides
of the conversation.

Every experience is focused on the work that person needs to do—while keeping the broker relationship at the centre.

01BROKER ADMIN

See the work.
Shape the service.

Clients, requests, documents, policy files, notifications and operational follow-up in a clear broker workspace.

Explore the broker experience
02CLIENT PORTAL

A clear route
to take action.

Register through a broker relationship, submit policy requests, access relevant files and sign assigned documents deliberately.

Good morningWhat would you like to do?
Explore the client experience

02 / THE PLATFORM

One connected flow.
Six powerful moments.

01

Broker-linked onboarding

Clients start with the broker relationship that applies to them.

ONBOARD
02

Policy amendment requests

Structured add-item and remove-item requests enter the broker workflow.

REQUEST
03

Controlled document signing

Read, acknowledge, accept and deliberately sign—never silently applied.

SIGN
04

Private policy files

Relevant client documents are accessed through controlled storage flows.

ACCESS
05

Broker-aware boundaries

Workspace access follows broker, sub-broker and assigned responsibility.

CONTROL
06

Operational visibility

Requests, notifications and follow-up are kept in one considered view.

SEE

Trust by design

Secure enough for the records.
Human enough for the relationship.

POPIA-conscious handling, protected identity patterns, private document access and role-aware data boundaries support the work brokers do every day.

See how trust is built