You can access our online broker platform from anywhere in the world. From the day your application is approved, you'll have immediate access to over 150 live feeds, securing your customers access to the best deals from day one. If needed, you'll receive training and support for the software to ensure you're leveraging every possible tool to develop your business. Our industry-leading broker software is designed for security, responsivity and scalability.
Keep your business secure, with all data backed up daily, and two-factor authentication on log in. Store all your documents safely and in one place with the Documents Warehouse.
Our news feed updates you on supplier price releases and industry updates, including compliance and regulation. View real time customer updates through quality control, processing and the go live journey. Access instant pricing and live rates, plus face-to-face live customer view. Keep on top of clients with CRM functionality, saving quotes and setting reminders for call backs. Clients can query invoices through our ticketing system. If you need support, contact our web chat or UK call centre.
Manage your entire business, from your first client to you 101st client, through our reporting suite and dashboard overview. As your business grows, set agent permission levels where you can define the level of access required by any employees. The invoice hub allows you to view all current and previous invoices, and even set up self-billing to automate these processes.