Sector
Sector profileInsurance broker
For brokerages and agencies: a site that sorts lines of business, hands over the required disclosures and takes inquiries in a form the adviser can work from.
The trigger
Why it usually gets rebuilt
Inquiries arrive as a single sentence — "I think I need income protection" — and three phone calls later it finally emerges what the client does for a living, what they earn and what their medical history looks like. And the disclosure document that should be handed over before advice starts still follows as an attachment afterwards.
Typical pages
- Home
- Personal lines
- Commercial lines
- How an advice meeting works
- Report a claim
- Initial disclosure and regulatory information
- About the brokerage
- Appointments and contact
Features
What actually makes the difference
Not every website needs everything. These are the points that genuinely count in this trade.
One form per line of business
Commercial liability needs the trade, turnover and headcount; a motor inquiry needs the vehicle, registration and no-claims history. A single form for everything asks either too much or the wrong things.
Claim notification that captures the case
Date, what happened, who was involved, photos, when the client can be reached. They report it where they are standing rather than calling on Monday, and the broker receives something they can pass straight on.
Disclosures available and attached by default
The documents that have to be handed over before advice are there to download and travel with every appointment confirmation. Whether that settles the matter in a given case is the brokerage's judgement — the site provides the route.
A comparison, not a quote engine
A built-in calculator promises a precision it cannot hold. Instead: a level-headed overview of what the cover in a given line actually includes, and what matters when comparing policies.
A section for existing clients
Someone already insured is not browsing product lines; they want a name and a number. Responsibilities, contact hours and the insurers' emergency lines in one place, without going via the home page.
Automation
What can run by itself
Inquiries reach the broker system with their line attached
Instead of an email, a record appears carrying the line of business, the client details and where the inquiry came from. The adviser sees the subject without reading the text twice.
Claim notifications travel both ways
The client gets an acknowledgement with a reference number, the responsible adviser gets the notification. If nobody has acted within a working day, the system follows up.
Appointments that list what to bring
The confirmation names what the meeting needs — existing policies, prior claims, income evidence — and attaches the required disclosures.
Renewal dates become follow-ups
When someone states that their cover expires at year end, that becomes a diarised follow-up in the broker system rather than a note left on a desk.
Integrations
Types of system typically connected — which product exactly is something we work out in the call.
- Broker management system
- Comparison and quotation systems from the networks
- Document management
- Scheduling
- Email and SMS delivery
Budget
$6,050 – $12,100
Three or four lines of business at one location stays in the lower range; commercial lines, a client area and integration with the broker management system are what drive it up.
Tell us what you have in mind.
Answer a few questions about your project. At the end you book an appointment and see a guide figure for the effort — free, without obligation and with no sales pitch.
- You'll hear back within 24 hours
- No sales pressure
- Fixed price before work starts