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.
Use one customer relationship management platform to bring client records, policy requests, documents, electronic signatures and follow-up into a focused short-term insurance broker environment.
MY WORKSPACELIVE
Everything that needs you, within view.
08Open requests
14Documents
126Clients
Policy amendment receivedReady for broker reviewNEW
Client signed documentEvidence recordedDONE
INSURANCE BROKER CRM
The relationship stays yours
Customer relationship management shaped around insurance service.
My Personal Broker gives independent broker teams a clearer way to manage client relationships and client-facing administration while preserving professional responsibility, broker ownership and human follow-up.
Inside the broker CRM
A workspace that follows the relationship and the work.
Customer relationship management and practical servicing tools, purpose-built around the operational moments that matter to independent South African short-term insurance brokers.
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
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 short-term insurance brokers