28 problems insurance brokers bring us, each with the cause, what it costs and what we build to fix it.
Insurance brokers lose renewal time when the diary slips and handlers start late. We build a renewal pipeline that reads your broking system and chases early.
Insurance brokers retype the same risk into several insurer portals for each quote. We build one capture form that pre-fills portals and logs each answer.
Insurance brokers spend days assembling commercial market submissions from scattered files. We build a submission builder that pulls risk data into one pack.
An insurance broker quote comparison schedule means reading every quote PDF and retyping it. We build extraction that lays terms side by side for broker review.
Insurance brokers write demands and needs statements by hand and file reviews find gaps. We build them from the fact find so each file is consistent.
Insurance brokers check each policy schedule against the agreed terms by eye. We build a check that compares documents to the quote and flags any difference.
Insurance brokers sit on backlogs of mid-term adjustments from emails and calls. We build intake that captures each change, routes it and tracks it to the end.
Insurance brokers spend hours chasing insurers for claim updates for clients. We build a claims tracker with scheduled chasers and client status updates.
Insurance brokers match insurer statements of account to their ledger line by line. We build matching that clears the easy lines and queues the rest for review.
Insurance brokers learn of premium finance defaults late and scramble to contact clients. We build alerts and contact workflows from finance provider notices.
Insurance brokers chase unpaid premium invoices by hand while insurer settlement dates approach. We build debtor tracking and reminders tied to those dates.
Insurance brokers with delegated authority build monthly bordereaux in Excel from system exports. We build a pipeline that produces and checks them each month.
Insurance brokers juggle fleet vehicle additions and deletions from client spreadsheets. We build a fleet portal that tracks each change through to the insurer.
Insurance brokers field constant requests for insurance certificates from contractor clients. We build a self-service route that sends current documents safely.
Insurance brokers assemble Consumer Duty outcome evidence by hand from exports. We build a data pipeline and dashboard your compliance team reviews monthly.
Insurance brokers review client files by opening every document and ticking a sheet. We build pre-checks that gather the file and flag gaps before review.
Insurance brokers track complaints in spreadsheets and miss deadlines or unlogged ones. We build intake, detection and a tracked log with deadline alerts.
Insurance brokers lose new business enquiries that sit in inboxes with half the details. We build intake that qualifies each one and routes it to a broker fast.
Insurance brokers have clients holding one policy but little idea what else they may need. We build account reviews that surface likely gaps for brokers.
Insurance brokers lose renewals without recording why, so the pattern stays hidden. We build lapse capture and reporting that shows where and why clients go.
Insurance brokers struggle to get clients to review sums insured, so figures roll over unchanged. We build renewal prompts that make each figure easy to check.
Insurance brokers wait weeks for claims experience from insurers before remarketing. We build requests, chasing and a single claims history for each account.
Insurance brokers running niche schemes quote every case by phone and email. We build an online quote and referral journey on your scheme's rating rules.
Insurance brokers search long policy wordings to answer cover questions from clients. We build an internal search that finds the relevant clauses for handlers.
Insurance brokers talk to clients all day but file notes lag or never get written. We build call summaries from recordings that handlers check and file.
Insurance brokers buying a book face messy client data in another broking system. We build a migration that maps, cleans and checks it before renewals fall due.
Insurance brokers lose client knowledge when an account handler leaves. We build handover packs from the broking system, email and notes for each client.
Insurance brokers waste approaches on insurers with no appetite because the knowledge sits in people's heads. We build an appetite record fed by every quote.