Explore BrokingBook Features
BrokingBook brings customer relationships, insurance broking operations, financial reporting and product administration together in one platform. Its modular design helps teams manage day-to-day work with clearer processes and controlled access.
Customer & CRM Management
Organise the customer journey from the first enquiry through to an ongoing insurance relationship.
- Leads: Capture prospective customers, record enquiries, assign owners and follow up on potential business.
- Opportunities: Track potential insurance business, expected values, progress and next steps.
- Customers: Maintain individual and corporate customer records and the information needed to support service and policy administration.
Insurance Policy Management
Support the insurance placement and servicing lifecycle, from initial quotation through to policy and claims administration.
- RFQs (Requests for Quotes): Capture insurance requirements and prepare quotations for customers.
- Orders: Manage accepted quotations and the transition into insurance orders.
- Policies: Maintain policy records and key coverage information for ongoing administration.
- Claims: Record and manage claims-related information and follow-up activity.
Policy & Operational Reporting
Access structured information to support monitoring, reconciliation and management decisions.
- Policy reports: Review quotation, order and policy information across the business.
- Operational visibility: Analyse activity and trends using the records users are authorised to access.
Accounts & Financial Reporting
Support financial oversight of insurance transactions and related accounting activity.
- Accounts reporting: Review invoices, receipts, balances and other financial information where enabled.
- Financial traceability: Support reconciliation and review through structured accounting records.
User Management & Access Control
Control how teams use the platform, separating responsibilities and protecting customer information.
- User administration: Manage system users and their access to the application.
- Roles and permissions: Assign access by responsibility, including which modules and system features users can open or operate.
- Segregation of duties: Separate operational and administrative functions through defined roles.
- Customer visibility: Restrict access to customer records and related transactions according to ownership and authorised permissions.
Insurers, Products & Pricing Setup
Configure insurance offerings to support consistent quotation and policy processing.
- Insurers: Maintain insurer information and associate offerings with the appropriate provider.
- Products and plans: Define insurance products, available plans and their applicability.
- Pricing: Configure premium rates and pricing parameters used during quotation.
- Plan features: Set up benefits, coverage options, limits, excesses and other plan characteristics as supported by each product.
Ready to explore BrokingBook?
Return to the welcome page to choose an available software version. Request login credentials from your system administrator.