Broker Portal

Digital technology, despite its seeming ubiquity, has only begun to penetrate industries. As it continues its advance, the implications for revenues, profits, and opportunities will be dramatic.

– McKinsey Quarterly, Feb 2017, The case for digital reinvention


Surely’s Broker Portal platform enables insurers and coverholders to transact online with their intermediary channel (wholesale or retail brokers), enabling them to obtain a quote, bind a policy and service the policy. Also commonly known as an eTrading platform, the Broker Portal will integrate with back-end Policy Admin Systems where necessary, and covers both the Lloyds of London market and the general company market.

Key features include the following:

  • A fully hosted “Broker Portal” platform that can be insurer or coverholder branded
  • Rapid configuration of bespoke insurance products, including pre-sales information, online application / proposal form, quotation & rating engine, document generation, policy binding, electronic signature and email engines
  • User logins and permission-based profiles
  • Underwriter referral journeys, including premium adjustments and endorsements
  • Integration into back-end Policy Admin Systems (where relevant)
  • Responsive design supporting desktop, tablet and mobile journeys
  • Multi-lingual and multi-currency support
  • Reporting and analytics, Including standard bordereaux formats
  • Full audit trails
  • Engineered to the highest standards using cutting-edge technology, with third party integrations and web service / API integration
  • Secure, fast and resilient with full disaster recovery and backup
Call us to arrange a demo of our Broker Portal
Contact us to arrange a no-obligation demo!