Potential solution configurations for insurance brokers, Insurance Marketing Firms (IMFs), corporate agents, POSP networks, insurers and corporate/group insurance teams. Any regulated activity remains subject to the customer’s applicable authorisations and regulatory requirements.
Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.
Brokerage teams may need multi-insurer product workflows, customer servicing visibility, renewal management, commission reconciliation and consolidated management reporting. Scope depends on the lines of business and systems already in use.
IMF operations may require agent or POSP onboarding records, training status, code tracking, lead allocation, branch-level performance and compliance documentation. Applicable regulatory requirements should be validated by the organisation.
Corporate insurance teams may coordinate group health, group personal accident, employee data, policy schedules, endorsements, renewal calendars and service requests. Access should be limited to authorised users and appropriate records.
Central teams often need consistent master data, approval workflows, reconciled financial records and reports across branches or business units. Define who owns each dataset and which system is the source of truth.
Expanded guide · Insurance technology
Broker operations may span multiple insurers, product categories, relationship teams and service processes. A connected CRM and policy workflow can help organise leads, quotations, client communications, policy documents, renewals and service requests. Management dashboards can bring together activity and revenue indicators, provided that source systems and reporting definitions are agreed in advance.
IMF and distribution teams may need visibility into agent or POSP onboarding, training, code status, business sourcing, renewals and commission reconciliation. Configurable user roles can separate responsibilities between administrators, managers, relationship managers and field teams. Regulatory records and reports should be designed around the organisation’s actual obligations and reviewed by its compliance owner.
Corporate insurance teams may coordinate group health, group personal accident, employee benefits, corporate motor and other commercial policies. Useful workflows can include census and document collection, renewal calendars, insurer communication, endorsement tracking and service escalations. Sensitive employee or customer information requires appropriate access controls and a clear retention policy.
IT teams need documented integrations, change management and support ownership. Operations teams need clear queues and escalation paths. Finance teams need reconciled data and traceable calculations. Senior leaders need consistent definitions for premium, revenue, conversion, persistency and service levels. A successful deployment brings these groups into requirements workshops early so that the system supports the entire operating process.
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