Complete Broking helps you to work smarter, not harder.
By removing manual, low-value tasks from the working day, we create the time and space for your best people to do their best work. Within a single, secure and compliant environment, Complete Broking connects existing systems, enabling straight-through processing and the automation of everything from system rekeying to rating and document production.
By removing manual, low-value tasks from the working day, we create the time and space for your best people to do their best work. Within a single, secure and compliant environment, Complete Broking connects existing systems, enabling straight-through processing and the automation of everything from system rekeying to rating and document production.
Scale at speed and increase your profitability
With customisable workflows configured and built for how you work, Complete Broking manages the entire purchase lifecycle, from client onboarding to a first application through renewal and beyond, all with lightning speed and efficiency.
Automate almost any routine task with our library of imports, exports and API integrations, so your staff can deliver their best where they’re most needed.
Life isn't perfect; we can work with that. An underwriter may be unwilling to release a rater, a second pair of eyes check may be needed - no problem. Complete Broking allows you to deliver a fully digital customer experience with the manual interventions you need behind the scenes.
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From one renewal per hour to twelve; Complete Broking delivers on every metric...
Our real-world results for a real-world customer; a manually quoted and reviewed policy that took around one hour to renew is now completed in under five minutes. The Complete Broking broker portal drives massive efficiencies through every step of the sales process.
Our real-world results for a real-world customer; a manually quoted and reviewed policy that took around one hour to renew is now completed in under five minutes. The Complete Broking broker portal drives massive efficiencies through every step of the sales process.
World-class broking and policy administration that you control…
From simple schemes with delegated authority to the most complex of sales, Complete Broking is proven across personal and commercial lines and multiple jurisdictions. Our platform is designed from the ground up around the real-world needs of real-life people - it’s not only been built for them but with them. The platform is fully featured and configured case by case to work in a way that matches what happens on the coal face. Complete Broking will;
- Reduce manual workload/headcount
- Improve time and cost to serve
- Allow you to prioritise high-value tasks and client time
- Increase profitability and productivity
- Reduce rekeying
- Reduce compliance burden
- Reduce the number of systems your brokers work in day to day
You decide how your products are delivered, and each can have a unique process flow. Any process can be configured to work for you and be seamlessly upgraded or adjusted when you need it.
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People in the centre, and collaboration at the core…
Brokers can collaborate with clients directly and switch between client self-serve and broker-led sales, reacting in real-time to best assist customers and supercharge the sales process. Inbuilt workflow tools allow users to complete tasks collaboratively and hand them over between teams, passing data across Complete Broking and back office systems and even borders and regulatory territories.
Complete Broking can augment and improve your advisory-based business by digitising and automating routine tasks without taking your customers on an end-to-end digital journey. Behind the scenes, previously manual tasks are removed, so brokers have more time to work with customers and spend less time committed to unnecessary back-office processes.
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Book a demonstration.
Karl Baxter will be happy to talk you through the benefits of our platform, any challenges you are facing or opportunities that we can help you to realise. Book a 45 minute demonstration with him by clicking the button below.
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