Receive context
Client-shared records arrive with policy facts, documents, renewal dates and open requests.
Broker portal
A broker workspace for consent-led client policy context, document intake, renewal review, quote follow-up and structured client actions.
Broker dashboardA focused view of client records, imports, action items and renewal risk.
How it helps brokers
Each workflow keeps insurance records close to the documents, permissions and next steps they depend on.
Triage the work
Email intake, action queues and quote leads help separate missing facts from ready-to-review records.
Keep clients aligned
Broker notes, conversation threads and client-visible requests keep next steps attached to the policy.
Client workspace
Active broker relationships show policy counts, renewal risk, imports and action status.
Email intake
Inbound policy emails and attachments can be matched, reviewed and routed into client records.
Policy detail
A shared policy view brings extracted facts, document status, actions and client context together.
Quote leads
Quote requests and factual comparison context stay connected to the client and policy.
Built around sensitive policy records
The portal is designed for secure organisation and controlled handoff. Insurance decisions, personal advice, underwriting, placement and claims handling remain with the appropriate insurer, broker or licensed adviser.
Client-controlled sharing
The broker portal is scoped to consent-led records and broker relationships.
Complements broker systems
It supports document and context handoff without replacing broker advice, compliance or placement systems.
Launch-safe controls
Live record-changing actions remain gated until the launch configuration is approved.
See the portal in context
Review the live login path or continue through the public product pages before requesting access.