No - the system does not use your typical component-based architecture. We've entirely separated design, function and content so that Complete Broking can be both white labelled and uniquely yours.

Yes - Complete Broking has been developed alongside our clients since 2016. We can customise the core platform for your specific needs as part of your set-up and/or as a continuous improvement in use. There is a dedicated development team and a development roadmap for the product. Still, if you need something specific and unique to you, we can fast-track development using core code as a base, meaning fast delivery and competitive professional services fees. The business analysts and software developers are in-house, onshore permanent employees.

Yes - we have several features and functions to allow you to communicate with your other back-office systems. Complete Broking is explicitly designed for this purpose. We integrate with policy administration, accounting and CRM systems and can do so via import/export either as scheduled or on request tasks or via integration using APIs. Complete Broking can be used as a complete working environment for brokers to enhance and improve day-to-day working without forcing the deprecation of existing systems.

Yes - the checkout and accounting functions have been designed to include premium finance applications as a self-serve client feature. There is native integration with Close Brothers, and all leading providers can be integrated as part of your set-up.

Eligibility rules are inherent in the system, with sanctions lists maintained. There is a native integration with LexisNexis, which can be configured to your account profile. Other KYC providers and third-party tools can be integrated as part of your set up.

Generally, we provide onboarding as a matter of course with every installation. Video walkthroughs can also be provided. We run a dedicated support inbox and are on hand for video meetings or calls to assist with any query.

Ongoing support and maintenance are covered by a support contract which is reviewed quarterly to ensure that your needs are being met and that we are supporting you at a cost-effective and representative level. We recommend that internal champions be assigned key contacts with our support team to develop an in-house knowledge base. To reassure you, the broker portal is easy to navigate and has been designed to be simple to use, with minimal training and as little as possible change management required from your side.

Yes - it is very simple to move clients from one account manager to another or to assign a specific task relating to a client to a particular broker within the broker portal. An audit trail for any change of account manager or client contact and task assignment is visible on the brokers' respective dashboards.

Yes - workflow can be configured by the site to take into account different steps in your processes so you can see at a glance that your 'business as usual' is running smoothly. You can also run reports to see snapshots of deal stages across policies, teams and individual brokers.

Yes - brokers can be limited to certain policy types, document types and portals, and systems are in place to monitor misuse. A simple interface manages onboarding new staff, and staff can be switched off and removed from the system with a few clicks.

Yes, we can serve anything from a single product with or without rating to a range of products, each with its own features and requirements across one or more website domains.

The client portal holds applications, and open proposal forms and houses client documents, useful contacts, easy access to key cover information, news and if required CPD / LMS functions. Clients can also use the portal to self-serve mid-term adjustments and payments where available.

When a prospective client fills out a proposal form, Complete Broking creates a temporary client account in the background so the application can be saved pending further actions by the broker. You can choose whether or not to allow a client to convert their guest account to a  Client Portal account or to limit this to a manual broker conversion process.

A broker can quickly add a client's or prospect's data to complete broking and use our broker-led sales functionality to complete all or part of an application on a client's behalf. This enables you to provide a personal or face-to-face service and still provides the advantages of our client portal and the potential for the client to self-serve once they are recorded in our database. Client data can be integrated with other systems via API or import/export routines to suit your individual needs.

Complete Broking allows you to set up either discreet environments for each business unit or a portal where a client can manage all of their policies within a single portal. Either use case may be appropriate to you, so both are available as part of your configuration.

Complete Broking supports client data uploads, including policy information and historic documentation if required. The system creates digital client records and populates client accounts, then can automatically (or manually) invite those clients to use the system. Client records, once imported, can be available on both the broker and client sides. There is also an inbuilt quick client creation wizard for manually adding client records piecemeal.

The Complete Broking checkout can be configured to allow the client to apply for premium finance at the point of purchase. Binding and document production is automatically completed once the provider approves the loan. If finance applications are referred, a manual fallback is provided to allow brokers or administrators to mark a policy as paid by the appropriate method.

Complete Broking can be integrated with your accounting systems to automatically mark payments as fulfilled, triggering binding and document creation. There is also a manual fallback to allow brokers to mark invoices as paid, which can then trigger exports or upstream integrations to assist in / automate reconciliation upstream.

No, we can work with any third party, though there is a native integration with Stripe that provides a robust, low-fee solution to online and telephone payments for most payment formats.

Complete Broking natively supports all standard payment methods. Card payments, eWallets, Pay By Invoice, Direct Debit, Direct Transfer via Open Banking and Invoice are all supported.

Yes, you can decide which of the products sold on your website are available for upselling, these are then tightly integrated into the checkout journey, allowing them to be purchased simultaneously to the client's primary product. Transaction data is segmented for easier upstream reconciliation.

No, Complete Broking allows brokers and/or clients to perform MTAs, with or without auto-rating and document generation depending on your requirements.

Yes, Complete Broking can automatically send payment reminders at specified intervals, or it can draft them ready for manual review and one-click release by a broker.

We have systems to advise brokers both when a prospect leaves a proposal form partially complete and also when a quote is presented but hasn't been proceeded with.

Yes - Complete Broking manages open market, complex risks and bespoke quoting, allowing a broker to build a quote for a client that requires lead and multiple insurers down to the client level.

Yes - we can integrate with third-party systems to pass relevant rating information and gather rates. We can also pass back information to policy administration and accounting systems.

Yes - you can still manage the whole process via Complete Broking. Collect quotes offline and add them to the system to provide the client with a fully digital experience, including digital processing of client quotes, automatic document generation and binding. We can expose digital proposal forms and automate contact between broker and insurer in many cases to ensure that your workload is minimised in these circumstances.

Complete Broking can be configured to notify centrally or to alert specific brokers about a referral via the broker portal. The system provides notifications via the Complete Broking inbox and adds a task to the workflow system for the broker(s) concerned. The system allows the broker to apply loadings, add any subjectivities or endorsements and either proceed with digital processing or switch to a manual sale based on your business requirements.

Yes, a bolt-on can be sold with its own rating, these are presented one after another as the customer progresses through the checkout. Each bolt-on can have one or multiple quotes and can be added to the purchase with a single click. When a bolt-on is added, schedule documents can automatically reflect this.

Yes - Complete Broking uses its inbuilt rating engine vRules to deliver instant ratings to your clients and prospects. Eligibility rules are built-in, and referral notifications are delivered in real time. We can also manage loading and discounts for existing customers and provide advanced warnings of upcoming renewals to allow brokers to manage specifics of your client relationships individually.

Yes - you can export/download documents, we can also configure automatic transfer to many other systems that you may use via API / secure FTP from within the broker portal.

There is a document upload function built into Complete Broking. Regardless of how many documents are automatically generated, an administrator or broker can upload documents on a client-by-client basis or as a bulk upload. These can be client documents or documents visible only to the broker but attached to a client record.

In a word, yes. We can produce any number of documents at key stages throughout the purchase journey, these include client-specific documents and also static documents such as policy wordings.

Yes - we can configure templates to allow you to create complex documents with WYSIWYG editing sections, allowing brokers to create document introductions and add any relevant free text to support sales and customer services processes.

Yes - Complete Broking can create copies of static policy documents, such as wordings and assign them to the purchased policy. The standard policy documents are displayed alongside dynamic client-specific documents and ensure, from a compliance perspective, that the information the client has seen at the time of purchase is documented.

Yes - Complete Broking has an inbuilt template engine, so we can configure documents using base templates and add client-specific data on the fly. Documents can be subject to a variety of rules and be filed within the system broker side, delivered to the client (portal/email/print) and sent onward to accounting, policy administration and relevant third parties. We also manage document updates for mid-term adjustments. Endorsements and subjectivities applied to policies can also be included in the automatically generated documentation.

We can host on our servers, arrange dedicated server/cloud hosting with a supplier of your choice or host on-prem. Hosting with us can reduce some ongoing maintenance costs as we can centralise some of the security and patching. We're happy to manage dedicated servers and technical relationships with your chosen hosts by separate arrangement and do so for some current system users.

Our websites are built to modern standards with correct markup and designed to be easy to use, easily read by search engines and accessible to assistive technologies. Subject to GDPR and relevant permissions, sites can also be configured to run analytics using a variety of tools to monitor site performance and use.

As part of the toolset, Complete Broking boasts an enterprise-wide content management system. This allows internal staff to generate website pages and article content. It is integrated with social and video streaming platforms to present user-generated content and rich media and may be limited to logged-in clients. Styling is controlled to ensure that even with multiple content administrators, you stay on brand and in your house style.

Very - our software is built to modern standards and is continually machine scanned, and penetration tested. Any new exploits or substantive security risks are addressed in real-time as part of the licensing SLA. There is a comprehensive audit log of all actions throughout your system that you can access. There are advanced server-side technologies in place to minimise risks of a data breach, hacking and denial of service type attacks.

No - we can work with your current website(s) and use our technology alongside it. If you prefer, we can build a custom brochureware website with the client portal built directly into it. Rebuilding existing marketing sites is not a prerequisite to using Complete Broking.

No - we hold a discreet client database specifically to avoid the restrictions of legacy and complimenting systems. Using APIs and import/export routines, relevant data can be mapped to other systems without restricting the data you collect. For example, you can set up a client in the broker portal and have relevant elements of the client data shared with accounting, policy administration, customer relationship management, email marketing and whatever other systems you rely on.

The client and broker portal contain an advanced client profile where key staff, office information and other key data can be updated centrally. This means renewals, mid-term adjustments and documents that rely on the data can be input once and updated in application forms and documents as new applications, RFQs or adjustments are raised.

Yes - for renewals, all known client data can be pre-populated, and the system is programmed to age data such as financial and claims data. Your clients are prompted to check details and add any new details required rather than completing the whole form again. If question sets are amended, your clients are signposted to the additional questions.

For cross-selling / additional applications, we store client data centrally so can pre-populate any application form that is delivered through the system where that data is replicated.

Yes - conditional logic and repeatable fields are both supported, and client-side file uploads are included, too, in case a client needs to evidence items such as claims, valuations, no-claims discounts, etc. Our conditional logic allows form-specific validation to minimise client input and make form completion as easy as possible.

No - there is a guest checkout so prospective clients can request a quote using a full proposal form - behind the scenes an account is created so if the client proceeds with insuring with you, the data they share is already on the system and the client can complete any payment or additional processes without duplicating effort.