What are the expectations from me and my team?

For brokers, we need to understand from you how you want to trade, what your compliance requirements are, figure out the document templates you want, understand your approach to sales and renewals and figure out who you want to trade with and with which products. But again, we don’t ask for any information that you won’t already have as part of running your business.

Whether you are an insurer, a broker or an MGA, we take what you do and digitise it. It’s that simple really. But like most things in life, you only get out what you put in. So while we can shape our system to suit your business needs, to maximise the benefits, it’s crucial that every part of the business the system impacts is fully engaged.