Client portfolio
Keep client context, current policy files and insurer details close to the operational workflow.
Broker Admin / 01
Your client service,
with a better operating system.
Bring client records, policy requests, documents, signatures and follow-up into one focused broker environment.
WORKSPACE VIEWOne place to see
what needs you.
what needs you.
Role-awareClient responsibility
Workflow connected
THE DIFFERENCE
Administration should strengthen the relationship—not get between it.
My Personal Broker gives independent broker teams a clearer way to manage client-facing administration while preserving professional responsibility and broker ownership.
Inside Broker Admin
A workspace that follows the work.
Request triage
Review client policy amendment requests, capture references and move follow-up forward.
Document control
Send documents, track deliberate client action and retain signature evidence.
Team boundaries
Support root broker, sub-broker and staff responsibility without flattening access.
Operational reporting
See the status of requests, notifications and document workflows without invented outcomes.
Insurer directory
Keep claims email details and emergency contact information within the broker environment.
MADE FOR INDEPENDENT SOUTH AFRICAN BROKERSYour relationship.
Talk to us about early access ↗