Skip to content

Management Information

management information

View all your cases - pre and post submission, across all clients and insurers

Full end-to-end data, offering a high level of granularity for your protection business

Our management information gives you access to one online tracking system, saving you time, effort and potentially money, compared to using different systems and insurer websites.

View all your cases – pre and post submission, across all clients and insurers. Full end-to-end quote and application data, offering a high level of granularity for your protection business.

We liaise with insurers to provide an early warning system and technology to get lapsed policies back on risk and reduce commission clawback.

Document storage for all your cases, all in one place: application forms, terms, quotes and policies at risk of lapsing.

Supervisory access for managers and team leaders, helping them identify opportunities for improvement and manage overall business and conversation rates.

The only platform covering all your quotes and cases (pre and post-submission) all in one place. Can be accessed 24/7 for ease and convenience.