Get a complete view of the markets that matter to you, segmented by the attributes of your most profitable clients.
Receive insights about key changes to your prospects and clients, allowing you to provide relevant support and guidance, and be a trusted advisor to your clients.
Use data-driven customer intelligence to eliminate knowledge gaps, ensuring comprehensive, full, and detailed submissions every time.
Don’t get blindsided by significant changes to your client’s business and risk portfolio at renewal. Be alerted to changes to help mitigate risks sooner and increase client profitability.
Fluctuations in insurance premiums, driven by factors such as increasing inflation, high levels of under-insurance, and supply chain disruption, have impacted the insurance broker's ability to provide competitive pricing and acquire new clients.
Identify potential leads and prospects based on specific criteria. Brokers can use this information to focus on businesses more likely to require their services, increasing the chances of acquiring new clients.
Save time by quickly assessing any risk associated with potential clients and improve the customer experience by setting expectations early.
The insurance industry is heavily regulated, and brokers must stay on top of ever-changing compliance requirements, especially Consumer Duty. Brokers need to proactively understand and adhere to these updates to avoid penalties, maintain their licences, and build trust with their clients.
SmartBroker enables brokers to access customer information and insights from one platform. Brokers can gain a holistic view of each customer's financial situation, group structure and much more. This understanding helps them maintain compliance while offering valuable expertise to clients, thus nurturing strong relationships and aiding companies in safeguarding their economic well-being.
SmartBroker alerts you to changes in your customer's risk profile, allowing you to proactively provide advice that safeguards your prospect's future by minimising their exposure.
Clients are increasingly demanding more from their brokers. Not only are they expected to be an expert on insurance coverage and regulatory changes, but also understand their customer’s industry and the unique challenges arising from them. Meeting these needs requires substantial effort from insurance brokers.
A range of documents are available to download, including strategic reports. Strategic reports provide valuable information about challenges, risks and goals potential clients or customers face, allowing you to structure your outreach to meet their demands and needs.
SmartBroker provides a detailed itinerary of all goods and locations, enabling you to discuss appropriate cargo insurance coverage.
Stay informed about industry shifts, emerging trends, and regulations to become a trusted advisor for your clients. Our Sector news and alerts provide timely insights on a broad range of sectors to help you establish yourself as a credible source of expertise in your customer’s industry.
BIBA members can benefit from access to special pricing, attractive multi-seat bundles, dedicated training and support, and even integrate SmartBroker into your Acturis deployment.
Million UK&I active companies enriched daily
Million directors and shareholders
Million alert emails delivered to our users last year
Relationship professionals we serve everday
Billion API calls made over the past 12 months by our customers
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Experience FullCircl's SmartBrokerTM capabilities first hand. Sign up for a demo today and see how FullCircl empowers your business to attract ideal customers, streamline onboarding, and foster lasting relationships.