Client portfolio
Keep client context, current policy files and insurer details close to the operational workflow.
Broker Admin is live
Short-term insurance / Broker CRM
Your client service,
with a clearer view.
Keep client records, policy requests, documents, signatures and follow-up together in one broker workspace.
MY WORKSPACELIVE
Everything that needs you, within view.
08Open requests
14Documents
126Clients
Policy amendment receivedReady for broker reviewNEW
Client signed documentEvidence recordedDONE
Inside the broker CRM
The tools behind everyday client service.
Your team manages the work. Professional advice and the client relationship remain yours.
Request triage
Review policy amendment requests, capture references and move follow-up forward.
Document control
Send documents, track deliberate client action and retain electronic signature evidence.
Team boundaries
Support root broker, sub-broker and staff responsibility without flattening access.
Operational visibility
Track requests, notifications and document activity for clearer follow-up.
Insurer directory
Keep claims email details and emergency contact information within the broker environment.
Automated birthday emails
Automatically email clients on their birthdays. Brokers can switch birthday emails on or off.
Bulk client uploads
Upload multiple clients at once to bring your client list into the platform with less manual entry.
In-app support tickets
Log a support ticket or report an issue easily, directly inside the app.