We understand that acquiring new business and retaining clients are two of the most important aspects for any broker. That’s why we’ve developed SmartBroker, which provides the information you need to succeed.
SmartBroker equips commercial lines brokers with rich, contextualised company information on every business in the UK and Ireland and increases sales distribution capacity. By leveraging data-driven insights, brokers can identify new opportunities and build strong, long-term relationships that drive growth and revenue while assisting with regulatory compliance.
FullCircl SmartBrokerTM holds company data on over 5m companies in the UK alone; our powerful filters allow you to narrow those companies down to a workable prospecting list. Harnessing structured and unstructured insights provides opportunities to engage, establish credibility, and create new leads with well-timed, relevant outreach that differentiates you from competitors and increases chances of securing that next meeting.
Receive insights about key changes about your prospects and clients, such as management changes, award wins, contract wins & expansion or changes to their risk profile; allowing you to provide relevant support and guidance when they need it most. FullCircl also gives you access to key industry influencers, providing you with key market insights on changes in legislation, HSE activity and potential exposures that affect your client’s business activities.
Leveraging data-driven customer intelligence will ensure no knowledge gaps and that the submission process is aligned with customer needs and the requirements of tougher risk-averse underwriting conditions. FullCircl SmartBrokerTM can help, by providing access to key financial information; details of any previous adverse directorships (liquidations, bankruptcies etc.) and legal information, such as CCJs; combined with details of the corporate family tree, shareholdings, and people data, you can ensure you produce comprehensive, full, and detailed submissions every time.
Don’t get blindsided by significant changes to your client’s business and risk portfolio at renewal. FullCircl SmartBrokerTM flags potential issues and reasons to engage throughout the period of cover. Be alerted to changes in management; potential mergers and acquisitions; change of premises; relationship triggers, such as award wins; potential financial risks and opportunities.
FullCircl’s daily insights into your client’s world are the perfect way to trigger the conversation about additional product lines. Upselling and cross-selling mean that not only are policies per account more profitable, but it fosters a stronger sense of trust, establishing the broker as an advisor rather than simply a service provider.
SmartBroker’s functionality makes it easy to research your customers and ensure you are delivering reliable outcomes and minimising their exposure, by providing products and services that meet their contextual needs. SmartBroker helps improve your client and sector knowledge and continuously monitor for key financial changes and company news updates, helping you improve your underwriting submissions and obtain a fair price for your customers and the benefits they require.
We deliver company intelligence to 9 out of the top 10 UK brokers & 40 out of top 50.
FullCircl SmartBrokerTM is also proud to support many other independent brokers.
Discover a smarter way to acquire new business and build long-term client relationships while assisting with regulatory compliance.
Speak with our insurance experts to discover FullCircl SmartBroker for BIBA members. Arrange a demo, see pricing and get started