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Find out more about our broking administration offering

End-to-end policy management for brokers

Our Policy Administration Broking solution efficiently manages the whole business lifecycle by automating every stage of it to provide visibility and enhance reporting. It enables brokers to spend more time serving their customers and less time on administration, to turn customer data into customer insight, and to work faster at every stage of the broking lifecycle.

The solution covers everything from personal lines to complex corporate businesses and affinity groups and includes all property layers, life and health, and bonds and guarantees. It has more than 165 implementations worldwide, with over 20,000 users.


Simplify policy management

Our single platform makes management of the broking lifecycle simpler, with insightful reporting and transparent auditing at every stage.


Bring standardisation

The platform makes it easy to create consistent quotes, slips, cover notes, endorsements and more at the touch of a button.


Ensure compliance

The platform meets IBS requirements and enables compliance with FCA regulations.



"We were looking for a strategic technology partner to work closely with us in our ongoing plans to modernise the group. InsureTech has made a clear long-term commitment to building its business in Latin America and has the global reach to support our growth ambitions. Its solutions and capabilities are also highly rated by independent analysts."

Luis Ramos, CIO, Seguros SURA Corporate

"The deep insurance market knowledge of the Charles Taylor InsureTech team combined with their tireless commitment to excellence in delivery made them a great choice of partner."

COO, Insurance Broker