About the broker
The UK retail team of a top-10 global broker.
Systems currently used
- Acturis
- E-trade portal
- Insurer portals
- Microsoft Azure
The challenge
Leadership wanted cyber quoted at every renewal. In practice, each quote meant logging in to the insurer portals and the team’s e-trade portal, keying the client’s details from Acturis into each one, and then explaining to the client why the cover mattered for their business. With renewals already keeping the team busy, it rarely happened, and clients who needed the cover never heard about it.
What ancep did
ancep’s agents work on top of Acturis, the team’s e-trade portal and the insurer portals it already uses. At each renewal, they fill in the cyber quote request on each portal from the client’s record in Acturis, collect the quotes and set them side by side. They also draft a short, client-ready note on why the cover fits that business, based on what it does and how it trades. The broker checks the quotes and the note, edits what they want and sends it.
The result
Policy density, the number of policies per client, is up 40%, and the agents were live within six weeks of starting. Cyber is now offered at every renewal rather than now and then, with advice tailored to each client. Brokers spend their time on the conversation with the client, not on the portals.
