ProBI - Core Broking Platform

Compare insurance products and present suitable options to clients more efficiently.

• Multiple Quotes: Request and manage quotes from multiple insurers, MGAs and underwriting agencies in one place.

• Clear Comparisons: Compare premiums, coverage, limits, excesses and key policy terms side by side.

• Quote Management: Track quote status, referrals, outstanding information and insurer responses centrally.

• Faster Placement: Present options clearly and move efficiently from quotation to binding and policy issuance.

Maintain a complete view of every client relationship, interaction and insurance requirement.

• Complete Client Profiles: Access policies, claims, documents, payments and contact information in one record.

• Policy Summaries: Review current coverage, renewal dates, active claims and outstanding activities at a glance.

• Communication History: Record emails, notes, calls, tasks and client interactions centrally.

• Relationship Management: Track prospects, opportunities, renewals and client activity throughout the relationship.

Manage policies and client requests efficiently throughout the complete policy lifecycle.

• Complete Policy Visibility: Access quotes, policies, endorsements, renewals, cancellations and claims information.

• Policy Servicing: Process client requests, coverage changes, endorsements and cancellations from one workspace.

• Renewal Management: Identify upcoming renewals, manage remarketing and track client responses.

• Broker and AR Management: Manage broker teams, authorised representatives, permissions and activities with clear oversight.

Manage premiums, commissions, payments and settlements with greater accuracy and transparency.

• Premium Management: Track premiums, taxes, fees, instalments and outstanding balances.

• Commission Management: Calculate and monitor broker, authorised representative and partner commissions.

• Receipting and Reconciliation: Manage receipts, allocations, suspense items and payment reconciliation.

• Financial Reporting: Access settlement, commission, debtor and transaction reports with complete traceability.

Create, manage and distribute consistent client and policy documents.

• Automated Generation: Produce quotes, proposals, invoices, policy summaries and client communications.

• Branded Templates: Maintain consistent branding across documents and customer interactions.

• Centralised Access: Store and manage client, policy and claims documents securely in one location.

• Complete Traceability: Track document creation, updates and distribution through comprehensive audit records.

Connect clients with more insurance products through modern digital channels.

• Client Portals: Give clients secure access to quotes, policies, documents, payments and claims information.

• Market Connectivity: Connect with insurers, MGAs, underwriting agencies and industry platforms through APIs.

• Digital Distribution: Expand through direct distribution, mobile experiences and embedded insurance journeys.

• Flexible Branding: Support white label and cobranded portals for brokers, partners and affinity groups.