The world of insurance broking is evolving rapidly, and so is ProBI. At EnsurTek, we are committed to equipping brokers with the most advanced technology to streamline operations, improve compliance, and enhance client relationships. Our upcoming updates to the ProBI broking platform introduce game-changing features that will redefine your brokerage experience.
ProBI’s new broker dashboard provides a 360-degree view of a broker’s daily activities and business performance. Brokers can now track policy progress from draft quotes to approved policies ready for binding. Sales conversion insights help measure how many quotes turn into policies, while policy renewal alerts ensure that no client is left behind.
Continuing Professional Development (CPD) tracking is integrated directly into the dashboard, allowing brokers and principals to monitor their compliance progress without additional manual record-keeping. A task and reminder system keeps brokers on top of client follow-ups and regulatory deadlines, making daily operations smoother and more efficient.
Client onboarding and quoting are now easier than ever, thanks to ProBI’s AI-powered automation. Brokers can send proposal forms via email or a direct link, allowing clients to complete their details digitally. Once submitted, AI-driven data extraction eliminates the need for manual entry, auto-populating fields and streamlining the quote generation process. This ensures accuracy, reduces errors, and allows brokers to focus on advising clients rather than administrative work.
The platform now offers both automated API-based quote requests and manual submission options, giving brokers flexibility when dealing with insurers. Once quotes are received, ProBI presents them in an intuitive comparison view, highlighting key differences in coverage, premiums, and terms. This not only helps brokers quickly identify the most suitable options for their clients but also ensures compliance by enabling the seamless generation of Statements of Advice (SoA). Expiry tracking and client engagement tools help keep potential customers informed and on track to finalising their policies.
Binding policies has been made more seamless with enhanced integration capabilities. If an insurer is API-enabled, ProBI can automatically submit the binding request and confirm policy issuance in real-time. The platform also automates policy documentation, ensuring that clients receive their final policy documents, invoices, and disclosure statements without unnecessary delays.
ProBI also transforms communication by integrating a full-service email system within the platform. Brokers can send pre-configured or custom emails directly to clients, insurers, and underwriters, ensuring every message is logged and accessible for future reference. Read receipts and real-time notifications provide insights into client engagement, helping brokers respond promptly and effectively.
Financial management has been enhanced with ProBI’s seamless integration with Xero, ensuring automated tracking of commissions, receivables, and tax calculations. The platform allows brokers to configure commission structures according to their specific business models, providing real-time insights into revenue performance. With a dedicated financial reporting module, tracking earnings and reconciling accounts has never been easier.
Claims management has also seen major improvements. Brokers can now access real-time claims status updates, ensuring they have the latest information when communicating with clients. Automated follow-ups and centralised document storage make managing claims a smoother process, allowing brokers to focus on providing support rather than chasing paperwork.
To maximize efficiency, ProBI now integrates with key third-party platforms, including accounting software like Xero, CRM systems such as Salesforce and HubSpot, and payment gateways like Stripe and BPAY. Document management has been improved with DocuSign integration, allowing brokers to manage client signatures effortlessly. ProBI also syncs with Outlook and Google Calendar, automating scheduling for client meetings, policy renewals, and compliance deadlines.
New task management features allow for better organization, providing notifications for critical actions like policy renewals, overdue payments, and compliance obligations.
The latest enhancements to ProBI ensure brokers have everything they need to run a seamless, compliant, and profitable business. These features empower brokers to automate repetitive tasks, enhance compliance, increase client satisfaction, and maximize profitability.
At EnsurTek, we’re committed to continuous innovation, and these upgrades to ProBI are just the beginning. Stay ahead of the curve—embrace the future of insurance broking today.
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