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Insurance and Financial Advisory Software: GBP, VAT and UK GDPR

Built around the way UK businesses work: pounds sterling, UK VAT, UK data protection and the payment methods your customers already use.

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Client file
The client’s whole picture on one card

Family members, policies, documents and meeting notes in one file; when a client calls, the full picture is ready.

  • Client card
  • Family
  • Policies
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Advisory meeting with papers on the table
Advisory meeting with papers on the table
Policy management
Policies are listed, their status is visible

A policy list with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.

  • Policy
  • Term
  • Active
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Needs analysis
Questions are asked, the need becomes clear

Structured questions record the client’s situation, goals and existing cover; gaps become visible.

  • Analysis
  • Breakdown
  • Priority
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Family figures, house and keys: protection
Family figures, house and keys: protection
Offer comparison
Offers side by side, the reasoning on record

Offers from different insurers are compared by cover, premium and terms; the reason for the choice is written in the record.

  • Offer
  • Recommendation
  • Chosen
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Deadlines and reminders
A deadline approaches, the warning comes early

Renewal, termination and payment dates in one calendar; reminders go to the adviser and client as a deadline nears.

  • Deadline calendar
  • Reminder
  • Termination deadline
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Client meeting with a laptop
Client meeting with a laptop
Advisory record
The meeting ends, the record is ready

Notes taken during the meeting turn into a record from a template; the client approves and the document is added to the file.

  • Record
  • Signature
  • Approval
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Document management
Documents in order, access controlled

Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and searchable.

  • Folder
  • Restricted access
  • Search
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Family at sunset
Family at sunset
Appointments and calendar
An appointment is booked, preparation comes by itself

A client books online; before the meeting the adviser finds the client file and open topics in front of them.

  • Calendar
  • Time
  • Reminder
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Claims tracking
A claim is reported, the process is followed step by step

The client’s claim report is recorded, passed to the insurer and followed step by step; documents are added.

  • Claim
  • Steps
  • Outcome
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Team meeting with charts
Team meeting with charts
Commission and reports
Portfolio and income at a glance

Portfolio breakdown, commission and advisory-fee income on one screen; renewal rate and client count are tracked.

  • Portfolio
  • Commission
  • Report
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What you expect from advisory software

Deadlines are missed

Policy renewal, termination and payment dates sit in different places; when a date is missed, the client and revenue are affected.

The client picture is scattered

Family members, policies, documents and meeting notes are in different files; when a client calls there is no full picture.

Documentation is a burden

Advisory records, needs analyses and approvals are prepared by hand; finding documents for an inspection takes time.

One client’s journey from first meeting to renewal

  1. 1. New client

    The first meeting is held, client and family details recorded and the advisory agreement prepared.

  2. 2. Analysis and offers

    The needs analysis is done, different offers are compared and the recommendation is written in the record.

  3. 3. Contract and policy

    The client approves, the policy is recorded, documents are attached and the relevant deadlines enter the calendar.

  4. 4. Follow-up and renewal

    Renewal and termination deadlines are reminded and the client is invited to an annual review.

Who it is for

Insurance broker

Policies and offers from several insurers in one file.

Financial adviser

Client goals, meeting records and documents in orderly records.

Pension and benefits adviser

Pension, company-benefit schemes and deadline tracking take centre stage.

General agency

Sub-agents, portfolio and commission sharing managed across levels.

Client and product areas

Private clients

All policies for family, partner and children in one file.

SMEs and companies

Business insurance, staff benefits and deadlines.

Home and mortgage

Property, mortgage and related insurance in a shared file.

Private pension

Long-term plans and annual reviews.

Property and liability

Policy, claim reporting and renewal in one flow.

Health insurance

Premium and deductible comparisons and annual switching deadlines.

What we deliver

Client file
Policy management
Needs analysis
Offer comparison
Deadlines and reminders
Advisory record
Document management
Appointments and calendar
Claims tracking
Commission tracking
Client portal
Compliance and records
Fee invoice and payment link
Reports

Built for the UK

Pounds sterling and UK VAT

Quotes, invoices and reports in GBP, with VAT rates and totals shown clearly and exports ready for your accountant.

UK GDPR and the Data Protection Act 2018

Access rights, audit logs and data minimisation are planned from the start, so personal data is handled with UK data protection law in mind.

Payments your customers use

Card payments, Apple Pay and Google Pay, bank transfer and direct debit through established payment providers.

Accounting and tax tools

Connections or clean exports for Xero, QuickBooks and Sage, structured to support UK bookkeeping routines.

Hotel software in your region

Our services for this industry

Custom Software & Website Development

Software coded from scratch: custom applications, corporate websites, web apps, portals and API integrations. No templates, fast a...

  • Custom Software Development
  • Website Design & Development
  • Web Applications & Portals
  • Enterprise Software (ERP, CRM, B2B, B2C)
  • API & Integration Solutions

Business Management Systems

Appointment, reservation, staff and leave, customer tracking, project, dues and support systems: custom management software that b...

  • Residential & Site Management System
  • Dues Tracking & Collection System
  • Project Management System
  • Staff, Leave & Payroll Tracking
  • Appointment & Reservation System

Digital Transformation & AI Consulting

Consulting for moving from paper and scattered systems to digital, AI and data analysis, reporting and dashboards. A roadmap built...

  • Taking Your Business Digital
  • Startup Consulting
  • Project & Process Consulting

Technical Support, Maintenance & Security

Technical support after launch, regular maintenance, updates, backups and security checks. Keep your system fast, up to date and p...

  • 24/7 Security Monitoring
  • Maintenance & Technical Support
  • Server, Domain & Email Services
  • Backup & Data Security

All our services

Mobile App Development

Custom mobile app development for Android, iOS and Huawei, including one codebase for two platforms. Fast, sec...

Business Management Systems

Appointment, reservation, staff and leave, customer tracking, project, dues and support systems: custom manage...

How we work

  1. 1. We listen

    We listen closely to your business, goals and current systems and pin down together what the real problem is.

  2. 2. We plan

    We present scope, timeline and budget in writing, so what will and will not be done is clear from the start.

  3. 3. We design

    We show you the screens and flow before coding and proceed with your approval.

  4. 4. We build

    Not a ready-made template: we code it from scratch for you and share progress regularly.

  5. 5. We test

    We try every page and action in real use and check speed, security and appearance on all devices.

  6. 6. We launch and support

    We put your project live, train your team and then keep up updates, backups and technical support.

We bring your project to life: one country or the whole world

One country

We set the project up for a single market: local language, currency, tax rules and search settings.

Several countries

Each country gets its own address, language and content, so visitors see the right language in their own market.

The whole world

We serve in every language in the world; we can open your project globally, multilingual and multi-currency.

Why Globalsoft

Written scope

Scope, time and price are written in the offer.

We stay with you after launch

We do not disappear after go-live: maintenance, updates, backups and 24/7 monitoring keep your system running.

World-class frontend

Your interfaces are designed and coded to the level of the best global products: fast, accessible and flawless on every screen.

Meticulous in every detail

Code review, testing and quality control are standard on every project; we skip no technical or visual detail.

Top-tier security

Security comes first in design: encryption, access control, regular security testing and data protection are built in from the start.

Speed and performance

Your pages load fast; performance is measured and continuously improved for user experience and search ranking.

Data, roles and security

Data protection

client, policy and document records are protected by role-based access and deletion rules.

Roles and log

Management, officers and volunteers work with separate permissions and key actions are logged.

Client records

Policies, documents and meeting notes stay in the client file and are visible by permission.

Hosting and backup

Backups are taken regularly, restores are tested and the server is monitored.

Multilingual

Documents going out are prepared in the recipient’s language.

Connections

Connections to insurers, accounting and payment systems are clarified in scope.

Frequently asked questions

How is sensitive financial data protected?

Role-based access, access logs and encrypted transfer are used; the firm decides which data opens to whom.

Does data come from insurers?

It depends on the interfaces and file formats insurers offer; which insurers are possible is clarified up front.

Can we import existing client data?

In most cases yes; lists and documents are checked and imported, with the scope written in the offer.

Is there a client portal?

Optional; clients see their policies, documents and appointments after a secure login.

How is the price set?

By number of users, scope and connections; a written offer is given and no unnecessary modules are added.

Is training provided?

Yes; advisers and assistants are trained and given close support at the start.

Can the software work with UK accounting packages?

Yes. We can connect it to Xero, QuickBooks or Sage, or provide clean exports for your accountant.

Will you quote in pounds sterling?

Yes. Every quote is in GBP and states clearly what is and is not included.

Our Services

Custom Software & Website Development

Software coded from scratch: custom applications, corporate websites, web apps, portals and API integrations. No templates, fast and secure. Get a free quote.

Mobile App Development

Custom mobile app development for Android, iOS and Huawei, including one codebase for two platforms. Fast, secure and easy to use. Get a free quote.

E-Commerce Website & Sales Platform

Custom e-commerce website: payment, shipping and accounting integration, marketplace connections, order and stock management. Fast, mobile-ready, SEO-ready. Free quote.

Business Management Systems

Appointment, reservation, staff and leave, customer tracking, project, dues and support systems: custom management software that brings scattered work into one panel. Free quote.

Ticketing, Events & QR Code Systems

Online ticket sales, QR code entry control, event and attendee management, occupancy and revenue reports. Custom software for concerts, sports, courses and fairs. Free quote.

SEO, Digital Marketing & Design

SEO consulting, social media management, Google and Meta ads, logo and corporate identity, UI/UX design. Make your brand visible online. Get a free quote.

Engineering & Factory Systems

Factory management, production tracking and planning, stock and raw materials, quality control, machine maintenance, mechanical engineering software and automation systems. Free quote.

Digital Transformation & AI Consulting

Consulting for moving from paper and scattered systems to digital, AI and data analysis, reporting and dashboards. A roadmap built around your business. Free quote.

Other industries

Let’s plan your project together

Tell us your idea and we will send the right solution and a clear quote by email.

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