Centralised data means more agility, more flexibility and fewer limitations.
Complete Broking reduces rekeying, reduces time to serve, increases accuracy and provides a single source of truth. There are no limits to the amount or types of data you can store. With limitless integration possibilities, you can import, export, and share it to improve and automate processing.
Complete Broking reduces rekeying, reduces time to serve, increases accuracy and provides a single source of truth. There are no limits to the amount or types of data you can store. With limitless integration possibilities, you can import, export, and share it to improve and automate processing.
Best in class data collection is the differentiator and the engine room behind Complete Broking.
Complete Broking can collect and house client data directly within the system and securely and reliably pass it through to rating engines, third-party policy administration systems, CRM and accounting systems wherever they're used.
This more flexible approach to data collection means we can collect, collate and enrich data from separate systems, where we minimise or often eliminate rekeying for brokers. The platform can also pre-populate customer forms to simplify a purchase journey, leading to proven improvement in both conversion and retention rates. Game changing.
Better data integrity, tracking of changes and robust enrichment all help business run smoothly, but that's only half the story. Managing data in the way that we do also benefits users by minimising or eliminating mundane and repeated data entry for both staff and customers.
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Integrate with mission critical legacy systems to optimise every internal process
The limitations of using multiple policy administration and accounting systems throttle your opportunity to scale. We don't have to remove existing systems you rely on, we can address their limitations by moving data programmatically between them.
The limitations of using multiple policy administration and accounting systems throttle your opportunity to scale. We don't have to remove existing systems you rely on, we can address their limitations by moving data programmatically between them.
Remove the bottlenecks that are slowing you down
Overreliance on a system stretched beyond its scope, and operational challenges using disparate systems stifle speed and invite error.
Moving between systems and, in the worst cases moving out of systems and relying on phones and email breaks data chains, increases the risk of error, adds to the workload and makes audit and compliance more challenging.
By connecting the dots and allowing brokers to work in a single system that powers all of the others, Complete Broking makes business run smoother.
Complete Broking's centralised operating system, when used in conjunction with third-party systems, is essentially "middleware." This means that instead of switching between systems and communication methods, brokers can do more of their work in one place. It's more cohesive, easy to use and requires minimal training and onboarding.
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Leverage complete Broking’s data repository to streamline processes and automate data flow.
Our payment integration allows us to segment transactions and streamlines upstream reconciliation. Your policy documents can be created on the fly and automatically uploaded to client portals and policy administration systems. We can link directly to insurers to pass applications, documents, bordereau and policy exports automatically without rekeying or manual intervention. We free your brokers to do more in less time.
Our payment integration allows us to segment transactions and streamlines upstream reconciliation. Your policy documents can be created on the fly and automatically uploaded to client portals and policy administration systems. We can link directly to insurers to pass applications, documents, bordereau and policy exports automatically without rekeying or manual intervention. We free your brokers to do more in less time.
Send and receive data to complete tasks within and outside of Complete Broking
Complete Broking allows you to send and receive data and documents between third-party systems to open and close tasks such as client payments, bordereau, accounts and transaction reports, MI and documentation from within the broker portal.
We automate CRM updates, KYC, rating, payment, binding, document generation, the population of policy administration systems and upstream accounting.
Broker portals are customised entirely to your needs and workflow, so staying on task is as easy as it can be, onboarding and training requirements are minimal, and the power to perform is at everyone's fingertips.
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Book a demonstration.
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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