Connecting Broker Workflows with One Seamless Interface.

Broker Portal centralises everyday broker tasks, from accessing schedules to managing claims and communicating with clients, simplifying operations and reducing back-office pressure.

A Smoother, More Efficient Experience for Brokers and Policyholders Alike.

Broker Portal is an all-in-one B2C and B2B client engagement platform designed to empower brokers and enhance their access to their portfolios while simplifying interactions with policyholders.

Fully responsive and web-based, it works from any device, helping brokers move faster, manage more and deliver better service.

Boost Operational Efficiency

Improve Communication

Elevate Client Service

Reduce Back-Office Workload

Connected to Your Ecosystem

The platform seamlessly integrates with Policy Administration Systems like Cardinal C360 and Tial, giving brokers the flexibility to work across different environments without disruption.

It also works alongside Self-Service, a WhatsApp-based portal that allows policyholders to access and manage their portfolios directly. When combined, brokers and policyholders operate within a fully connected ecosystem that reduces workload and improves communication on both sides.

Intuitive Features. Real Operational Impact.

All-in-One Client and Portfolio Oversight

Client CRM and Portfolio Management, including segmentation, loss ratios and detailed insight, gives brokers a single, organised view of every client and portfolio.

Faster, Smarter Claims Management

Easily lodge and oversee claims, with clear visibility of progress and supporting information.

Instant Policy Schedule Access

Download, share, and manage policy documents effortlessly, without relying on email chains or back-office intervention.

Built-In Client Communication

Engage via WhatsApp and email with fully integrated email capabilities, ensuring conversations are tracked, consistent and compliant.

Comprehensive Reporting with MyPortfolio

View insights into policies, claims, and performance metrics, making it easier to identify trends, opportunities and risks.

Lead & Proposal Management

Streamlined onboarding and proposal completion tools help brokers convert leads efficiently. (ROA functionality planned for Q4 2025.)

Unlock a More Connected Broker Experience

Discover how Broker Portal simplifies daily workflows and creates a seamless experience for brokers and policyholders.

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What best describes your current transformation challenge?

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Need to integrate or replace manual, admin-heavy processes Current systems can’t keep up with growth Expanding into new regions or service lines Ready to invest in platforms that scale without costly rebuilds

What’s your current team setup?

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Ops, IT, or compliance teams managing transformation internally We’re working with external partners or vendors We’re hiring, but can’t move fast enough We don’t have in-house tech or transformation expertise

Where must your custom solution deliver immediate ROI?