An Overview of the Solution

Complete Broking set out to upset the status quo. We created a system that is more akin to a retail headless eCommerce solution - one that could manage any nuance, be easy to follow for brokers, allow clients to self-serve purchase and mid-term adjustments, take payments, generate reports and integrate with almost every conceivable back office system, or multiple to create a middleware environment for large brokers with a complex IT ecosystem.

The scope:

• Create a client environment with at a glance policy information, application (proposal) forms, document repositories, key contacts, payments, cross-sells and upsells.
  
  
• Create a broker operations environment that enables brokers to track full lifecycle sales and management, renewals, and adjustments and automates many everyday manual tasks.
  
  
• Reduce or remove rekeying by integrating with legacy back office systems and providing exports and/or direct integrations with insurers, accounting systems, CRMs, etc. and by pre-populating forms with existing and aged client data.
  
  
• Create an integration point for external pricing (rating) systems to price and generate quotes dynamically.
  
  
• Build a rules-based rating engine to price policies and generate quotes as a native system component.
  
  
• Build eligibility rules, endorsements and sanctions to manage the sale and granularity of policies.
  
  
• Build a visual workflow interface, task allocation and notifications system to allow brokers and managers to track work at a policy or client level.
  
  
• Build in AI-enhanced data and document import and export routines for rapid onboarding of many clients.
  
  
• Build AI to structure unstructured datasets for data enrichment at the client level.
  
  
• Build AI and robotics to mimic manual data entry where API integration is impossible.
  
  
• Integrate card, bank and direct debit payments.
  
  
• Integrate KYC, Motor Insurance Database, Postcode Checkers and other helpful applications to automate routine tasks.
  
  
• Create a report centre with powerful on-demand and scheduled reports and management information.
  
  
• Include an audit log so every step of a sale and client journey is tracked, time-stamped and preserves moments in time history for audit and compliance.
  
  
• Create a branded GUI and a vanilla GUI to allow for the rebranding of white-label installations.
  
  
• Create support inboxes, email automation and ticketing workflows for technical management of Insurance Broker clients by the platform owners.