Multi-insurer portfolio
Fewer errors.
Property type
Insurance broker for insurance and financial advisors, for UK teams
We build for how UK small and mid-sized firms really run: Companies House filings, bank holidays, VAT quarters and seasonal peaks. For insurance brokers, policies, offers and commissions from several insurers in one file. Independence is supported by recorded comparisons.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
Order in multi-insurer work
Policies from different insurers combine in one client file; each insurer’s commission rule is defined separately. When renewal time comes offers are compared again and old and new comparisons are kept.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
Broker duties and registration requirements depend on applicable regulation; the firm is responsible.
Frequently asked questions
Is a new insurer easy to add?
Yes; insurer, product and commission rule are defined by the administrator.
Related topics
Policy management
Policy management for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreOffer comparison
Offer comparison for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn moreCommission tracking
Commission tracking for insurance and financial advisors in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn more