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From data collection to payment and binding, we make it easy for clients to join you and effortless for them to stay with you. Ours is a comprehensive digital booking tool that is both discreet modules, a a turnkey broking and policy administration system and a best-in-market self-serve client portal. It is designed from the ground up to attract and retain clients, increase profitability, and drastically reduce manual workload.
Complete Broking is designed for manual products and automatic rating for MGA/delegated authority. We've optimised and automated all processes throughout the customer life cycle and can cut your time to serve on complex manual sales by upwards of 90%. With in-built rating, eligibility, KYC and payments, Complete Broking allows click-and-buy that can, if you wish, be 100% client-led and, assuming eligibility rules are met, also be 100% automated.
Everything in our system, from the user interface to the background architecture, can be configured and customised to suit your needs. Automation can be robotic, use machine learning, and be enhanced with artificial intelligence to reduce workload and exceptions in a continuous improvement cycle.
We've cut the inefficiencies created by using multiple systems, creating a single operating environment that gives you control of the entire sales and binding process and an auditable view of your business performance, your customers and the actions of your staff.
The focus on customers, users and collaborators make this platform hyper-efficient and exceptionally automated… This is not another policy administration system, nor is it a run-of-the-mill client portal… from customer data right through to upstream accounting, Complete Broking is designed to deliver on every conceivable metric and to configure to any workflow…
Better for customers, better for staff and with policy-level workflow flexibility... Complete Broking works to your rules.
read more about the customer journey here or the broker journey here
We can integrate with external rating systems, policy administration systems, KYC, payments, vehicle checks, credit checks, claims systems and almost any other enhancement you might need; Complete Broking harnesses the power of every system it integrates with and brings capabilities to the table that you could only otherwise make by building bespoke.
Our platform can work as an end-to-end broking tool and client portal or fill gaps around legacy systems, streamlining processes and meeting modern customer expectations. We don't interfere with your business as usual; we iron out bottlenecks in your workflow and create systems that keep your frontline staff on-task in a cohesive environment.
Do you have an overreliance on a system that is being used beyond the scope of its core functions? Or are you using multiple systems to sell policies, creating data gaps and relying on rekeying? Using Complete Broking, you can connect discreet processes and legacy systems to keep your people working effectively, all within a single operating environment.
If you're developing a new customer portal, we can import your client data and documentation and pass new data and documents back to your legacy systems. If you need to connect to a third-party rater for a client to buy digitally, we can do that too, amongst hundreds of other discreet tasks, to make your clients' and staff's lives easier.
We can integrate with rating systems, policy administration systems, KYC, payments, vehicle checks, credit checks, claims systems and almost any other enhancement you might need to improve time to serve and reduce manual workload, tracking and managing your entire workflow from a single source of truth.
Karl Baxter will be happy to talk you through the benefits of our platform, any challenges you are facing or opportunities that we can help you to realise. Book a 30 minute demonstration with him by clicking the button below.
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