Broker operations, brought into focus.
Client servicing, quote preparation, placement, approvals, and cover documentation — one secure record instead of a dozen scattered ones.
Portfolio overview
This monthActive placements
48
12 awaiting approval
Written premium
P 2.4m
↑ 18% this month
Kalahari Motors cover bound & confirmed — P 48,240.
Deals aren’t lost on price. They’re lost in the gaps.
Every switch between tools is a place for production to leak and accountability to blur. Broker360 closes the gaps.
- Risk details get re-keyed three times before a quote goes out.
- Approvals stall because no one can see what’s waiting on whom.
- Cover letters drift out of sync with the data they confirm.
- “Who approved this, and why?” lives in someone’s email.
Client opportunity to confirmed cover.
- 01
Understand the client
Capture the client, risk, claims history, and cover requirements once — never re-keyed for the quote.
- 02
Prepare & approve
Configure covers, prepare a polished submission, and route it — the approval chain is live and visible.
- 03
Confirm & manage
Issue cover documentation, preserve the advice record, and monitor the portfolio.
Six workflows, one platform.
Quote preparation
Capture risk, configure covers, prepare polished submissions for placement.
Broker approvals
Route quotes and documents to the right signatory, every status visible.
Cover letters
Consistent, traceable cover letters from approved client and placement data.
Client management
Contacts, quotes, covers, claims, and activity in one relationship view.
Broker portfolio
Track written premium, placement activity, approvals, and performance.
Broker compliance
Keep mandates, approvals, records, and audit context close to every action.
Portfolio overview
This monthActive placements
48
12 awaiting approval
Written premium
P 2.4m
↑ 18% this month
Kalahari Motors cover bound & confirmed — P 48,240.
See production, not spreadsheets.
A rising production line instead of a folder of exports — written premium, placement activity, approvals, and performance, updated live.
- Active placements and what’s awaiting approval
- Written and portfolio premium, tracked in real time
- An audit-ready record behind every placement
Control without slowing down.
Teams meet their obligations while placements keep moving.
Role-based access
Purpose-built broker and signatory permissions.
Complete context
Traceable advice and decisions on every placement.
Consistent records
One source of truth for client and cover.
The shift.
From client opportunity to confirmed cover — on one record.
Keep clients, brokers, signatories, and placement decisions moving together.