Launch products in weeks with No-Code agility | All Modules in One | AI-Driven Insurance Efficiency.
ProBI
Streamlined Brokering: Quotes, Compliance & CRM in One Place.
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All-in-One Broking Platform: Built to grow your book, streamline workflows, and ensure compliance.
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Multi-Carrier Quoting: Instantly compare quotes side-by-side and bind policies directly via integrated portals.
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360° Client Management: Manage policies, claims, and communications in one unified view.
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Financial & Compliance Control: Track commissions, reconciliations, and payments in real time while automating bordereaux, licensing, and regulatory reporting.
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Seamless Integration: Open APIs connect with CRM, accounting, and marketing tools for a connected broking ecosystem.
Multi-Quote Efficiency
Get multiple quotes from insurers, MGAs, and agencies instantly. Compare, customise, and convert faster without rekeying data.
AI-Driven Automation
Streamline brokering tasks with Gen AI: generate quotes, analyse documents, renew policies, and send client communications automatically.
One Unified Platform
Manage your entire workflow from lead to claim within one integrated platform with CRM, accounting, document management, and reporting.
Omnichannel Distribution
Distribute via broker portals, D2C websites, embedded APIs, white-label platforms, and mobile apps fully branded and broker-controlled.
ProBI - Core Broking Platform
ProBI is a no-code, API-ready, Gen-AI powered platform purpose-built for brokers and authorised representatives. It streamlines the entire broking workflow—from quoting and client servicing to compliance and distribution—bringing everything into one connected ecosystem, fully integrated with all EnsurTek modules.
Policy Admin
EnsurTek’s ProBI gives brokers a modern broking core built for efficiency and compliance.
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Multi-Carrier Quoting: Compare options from multiple insurers, MGAs, and agencies in one place.
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Client Engagement: Present quotes clearly and bind the right cover with ease.
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Broker & AR Management: Manage authorised reps and broker activities seamlessly.
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Compliance Oversight: Stay audit-ready with safeguards and workflows embedded.
CRM
ProBI empowers brokers to deliver outstanding service with a complete 360° client view.
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Comprehensive Profiles: Access policies, claims, and payment history in one record.
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Instant Summaries: Review coverage and active claims at a glance.
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Communication Hub: Keep every client interaction transparent and organised.
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Broker Development: Support compliance and growth with CPD and activity tracking.
Document Manager
ProBI streamlines compliance and client communication with intelligent document automation.
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Instant Outputs: Produce branded, client-ready documents in seconds.
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Centralised Control: Store and manage all documents in one secure hub.
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Consistent & Compliant: Ensure every document meets brand and regulatory standards.
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Audit Ready: Maintain a transparent history of changes and approvals.
Distribution & Connectivity
ProBI extends broker reach and market access through flexible distribution options.
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Broker Portals: Enable real-time quoting, binding, and client self-service.
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Market Integration: Connect seamlessly with SCTP, Sunrise on demand, and key platforms.
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Omni-Channel Reach: Expand through D2C portals, embedded APIs, and mobile access.
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White-Label Solutions: Deliver co-branded portals for partners and networks.
Platform Capabilities
01 Policy Admin
Design, launch, and manage complex insurance products with ease. Handle endorsements, renewals, cancellations, and mid-term adjustments—all in one platform.
02 Claims
Streamline the full claims lifecycle from FNOL to settlement with intelligent workflows. Automate validations, manage assessors, and maintain compliance with built-in audit trails.
03 Accounting
Manage accounts receivable, payable, and trust accounting with integrated reconciliation and authorisation flows. Seamlessly connect with systems like Xero to keep your financials accurate and compliant.
04 CRM
Track client, broker, and partner interactions across the insurance lifecycle. Centralise communication, improve engagement, and personalise the customer experience.
05 Reporting
Access real-time dashboards and custom reports to monitor performance, compliance, and profitability. Export data easily for internal teams, partners, or regulatory bodies.
06 Document Management
Store, generate, and manage proposal forms, PDS, quotes, invoices, and more. Automate document workflows and ensure secure, version-controlled access.
07 Distribution Channel
Distribute your products across broker portals, D2C platforms, white-label solutions, embedded APIs, and mobile apps. Control access, pricing, and branding from a single interface.
08 API Integrations
Connect instantly with external systems—CRMs, accounting platforms, rating engines, and payment gateways. ProBI’s API-first design ensures seamless data flow across your insurance ecosystem.
09 AI Intelligence
Enhance decision-making and automation across the platform with iDA, your built-in AI assistant. iDA reads, compares, and summarises documents, auto-generates quotes, and streamlines renewals—reducing manual effort and boosting efficiency.
What Our Customers Say :
"ProBI was quick to configure and streamlined all our brokering needs in one platform—handling multiple quotes, premium comparisons, and PDS summaries effortlessly."