Empower your broker network with a secure platform for streamlined onboarding, compliance tracking, and performance management. Bring together providers, brokers, and customers in one end-to-end process, with configurable dashboards and detailed insights into broker activity, accreditations, and business plans. Embedded analytics help you monitor panels, identify growth opportunities, and strengthen relationships across your distribution channels. 

• Streamlined broker onboarding process
• Easily track all information on contacts, authorised products and activities
• Gain comprehensive insights into broker performance
• Identify areas of concern, required development or opportunities
• Panel management provides insights into brokers relations with competitors and their competing products
• Full integration with Microsoft 365 including Outlook and Excel
• Can be embedded with Power BI to access additional insights and analysis

Given these challenging and uncertain times, Xpedition is currently offering a free FS Xcelerator Discovery workshop for qualifying financial organisations, no matter what sector you work in to help identify insurance broker software.

For this initial financial services Discovery Workshop, Xpedition consultants will conduct a high-level review that explores your current environment, your biggest challenges and your future requirements.