A working broker
i-broker was built inside a working brokerage, by a broker who needed it, around how a broking office actually runs. It is in use there today.
In use at a live brokerage. Open to selected offices by invitation.
One place for the whole broking office.
i-broker is a browser-based workspace for insurance brokers. One sign-in, one app: your team’s day, your clients, renewals, money and new business, all working from your broking system’s data.
- Nothing to install
- Hosted and run for you
- Built by a broker
The problem
A broking office runs on too many places.
The day’s work is spread across the broking system, spreadsheets, inboxes and people’s heads. Things get missed, done twice, or chased by two people at once.
- Renewals, money owed and new business each live somewhere different.
- Nobody sees the whole client, only the policy in front of them.
- Checklists and paperwork sit outside the system and are hard to find later.
i-broker puts it all in one place, working from the data you already have.
The modules
Everything the office does, in one app.
Each module covers one part of the job. They share one sign-in and the same client data, so nothing is typed twice.
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My Day
My Work
Each person’s day in one list: what’s due, what’s waiting and what’s next.
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Clients
Clients
The whole account on one screen: what a client has, what they had, what they were quoted and what’s never been offered.
- Has
- Had
- Quoted
- Never offered
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Clients
Renewals
Every renewal coming up, who’s handling it and how far it has got.
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Clients
Money
Credit control: who owes what, how long for, and who to chase first.
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New business
Prospect
Find businesses worth calling and put them in the diary at the right time.
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New business
Pipeline
New-business leads in one list, from first contact to the decision.
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New business
Engage
Client journeys, so the right message reaches the right client at the right time.
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Tools
Checklists
Compliance checklists for new business and renewals, completed and kept in one place.
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Tools
Compose
Demands and needs statements, put together from the details you already hold.
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Tools
Rebuild
Indicative rebuild costs for a property, without leaving the app.
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Staff
Develop
Training and CPD: what each person needs to do and what they’ve done.
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Staff
Holidays
Staff leave: requests, approvals and who’s off when.
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Reports
Reports
The figures the office runs on, from the same data as everything else.
How it works
Three steps to one place. Nothing to install.
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We connect to your broking data
We link i-broker to your broking system, so it works from the clients, policies and figures you already keep.
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Your team signs in
One sign-in for each person. You decide who sees which modules.
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Everyone works from one place
The day’s work, the client book and the paperwork, in one app in the browser.
Who’s behind it
Built by a broker. Run by Splays Digital.
Splays Digital
Splays Digital hosts i-broker, runs it and looks after it. There is nothing for you to install and no server for you to manage.
See it for yourself.
i-broker is available to selected offices by invitation. Ask for a demo and we’ll show you round it using example data.