We will support you every step of the way
INSIGHT is fully supported by a dedicated team of 'can do' information technology professionals ready to provide help whenever you need it. Both classroom and tailored training programs are run nationally and our experienced instructors will have you ready to hit the ground running on the very first day you start using it.
INSIGHT is everything you have ever wanted from a broking system. It's a cloud-based platform that gives you what you need to run your insurance broking business - anytime from anywhere. It's an open platform that integrates your document management, CRM, and accounting packages, and interfaces with Virtual Underwriter, Sunrise and premium funding. With a built-in dashboard, it offers true INSIGHT in to your clients, your sales, your retention and your business performance.
Designed by brokers, for brokers, this is 'your' broking platform.
INSIGHT makes you more productive
INSIGHT gives you an instant view of your client, policy, claims and financial information making it faster and easier to prioritise and make decisions based on the most up-to-date information. More importantly, INSIGHT lets you do that on any PC or Firefox/Explorer enabled mobile device you might have, from any location.
Powerful search engine & document management interface
Highly configurable security
Comprehensive policy management
Task creation & management
Full trust account management
Complete claims tracking & reporting
Built-in industry & statutory compliance
Standard & custom reports
Seamless Virtual Underwriter & Sunrise integration
Premium funding integration
Instalment billing (including Sunrise)
Macquarie Bank DEFT capability & ABA file creation
Business, documentation, branch & executive hierarchy
INSIGHT has all the features you need
INSIGHT is a powerful, cloud-based service, managed by experts, to ensure your business runs smoothly and without interruption. It can be adapted to suit your individual business needs and, if required, our consulting team can build tailored INSIGHT tools and solutions to help you meet critical challenges and opportunities.