Unify broker relationships, portfolio insights, underwriting workflows, and engagement into one data‑led platform — purpose‑built for insurance distribution.

 

Insurers still struggle with fragmented broker data, manual processes, and inconsistent engagement across teams. Without a single view of broker relationships or real‑time insight into pipeline and portfolio health, opportunities are missed and decisions slow down. As broker expectations rise and distribution becomes more digital, legacy tools can’t keep up.

BrokerVue is a modern broker engagement platform and insurance distribution management system, built on Salesforce or Microsoft. It brings together broker relationship management, broker portals, underwriting workflows, marketing automation and white-labelled broker services in one unified platform.

 

As a single platform for broker engagement and portfolio management, BrokerVue enables end-to-end visibility of intermediary contacts, account plans, cases, pipeline and submissions, enabling insurers to increase share of wallet and lower operational costs across trading and underwriting teams, make faster decisions and deliver high-quality broker experiences across the full engagement journey.

Why Insurers Choose BrokerVue

  • A true Single Broker View that brings together broker structures, contacts, interactions, portfolio, pipeline and performance into one broker relationship management system.

  • End-to-end visibility from submission through to bind, giving both BDMs and underwriters a shared, consistent view of opportunities.

  • Built specifically for insurance distribution, with broker hierarchies, schemes, agencies and compliance (including FCA integration) handled natively.

  • Broker portfolio intelligence that goes beyond activity tracking, including risk appetite, quality of business and propensity to win.

  • Structured broker plans with performance tracking, objectives and automated prompts for follow-up actions.

  • Real-time collaboration across regional, central distribution and underwriting teams.

  • Proactive alerts on key events such as large submissions, large claims, renewals and conduct actions.

  • Integrated broker pipeline and performance reporting with clear KPIs at broker, BDM and portfolio level.

How BrokerVue Transforms Distribution

With BrokerVue, insurers will elevate their existing or new Salesforce or Microsoft (Sales Enterprise) solution into a modern, unified, end-to-end platform for broker engagement and broker portfolio management, including an interactive “Single Broker View”, intelligent portfolio, pipeline and submissions tracking capabilities as well as related digital engagement capabilities.

The solution will allow insurers to ingest and interpret internal and third-party data to provide high quality insight, drive an insurers sales activities and maximize the performance of their distributors.

  • Enable broker awareness and drive interest

    Enable broker awareness and drive interest

  • Personalise broker relationships, set the strategy and track performance

    Personalise broker relationships, set the strategy and track performance

  • Understand broker portfolio, identify opportunities and drive collaborative growth

    Understand broker portfolio, identify opportunities and drive collaborative growth

  • Qualify & track opportunity pipeline

    Qualify & track opportunity pipeline

  • Underwriting submissions to bind

    Underwriting submissions to bind

What We Deliver

BrokerVue delivers a modular, scalable broker distribution management solution tailored to your specific priorities. A streamlined, digital approach to broker engagement relies on several core components - explore our five components below, each of which can be tailored to you. Together they create a complete and modern broker engagement programme.

Would you like more information?

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