In a complex world, we make it easy for larger regional and mid-market brokers to use data to drive efficiencies and improve partner engagement.
Faced with too many markets to engage with and increasingly complex products and compliance demands, finding time for staff to deliver the best client service levels can be challenging.
Broker Insights Vision+ gives you data-led insights to sharpen your strategy and build a better understanding of in-appetite placement opportunities. It provides a connection with our partner markets to help you streamline your data, engage with the right insurers at the optimal time and pinpoint where your resources will have most impact. Vision+ simplifies processes and gives you back the time you need to deliver exceptional client service.
text about push notifications
text about push notifications
text about push notifications
Understand your whole business at a glance, with a single view of consolidated data from multiple sources and offices.
Identify consolidation opportunities with an aggregated view of market placement.
Develop and simulate your placement strategy, using clear Management Information on your held book, including peer benchmarking, GWP and income analysis.
Turn data from multiple sources into consolidated and concise insights.
Drive deeper knowledge of your held book through interactive dashboards and tools.
Select insurers with an appetite for your clients’ risks.
Set your partner growth targets in our easy-to-use strategy setting tool.
See your matched opportunities in the renewal management tool.
Manage your renewal pipeline with ease and guide adherence to placement strategy.
Access our partner markets, receive inbound enquiries and communicate in one place.
Drive client outcomes and income opportunities through cross-sell and up-sell gap analysis.
Monitor progress towards your objectives and continually optimise your placement strategy..
Give staff the information they need to focus on what matters the most to your customers.
Save 30% of the time spent chasing proposals, allowing you to spend more time with clients and on commercial development.
Get access to our leading UK insurer and MGA partners and start receiving inbound enquiries.
Our team will help you improve your insurer and MGA relationships and enhance trading outcomes.
Vision+ can take data from any software house or proprietary broking system.
Streamline processes with unique tools providing instant, direct communication with insurer partners, and improved workflow efficiencies.
Plan for the future with private and confidential one-to-one support, specifically developed for your business. Pathfinder Reports bring clarity to your management information.*
*Optional – price on request.
With Vision+, brokers have reduced errors and omissions in data by 75%.
Sign up today and you will receive a login and all the support needed to set you up for success.
We’ll create your Vision+ account
You’ll be introduced to your dedicated trading manager
We’ll deliver comprehensive training for you and your teams
Regular calls will be scheduled to help drive progress towards your objectives
Book your free demo to see how you can boost business efficiency and supercharge your profitability.
For independent regional brokers
For large, national and global brokers.