Drop in a policy document and Broker Assist reads it for you: policyholder, policy number, effective and expiry dates, premium, and covered risks — pulled out and ready to review, not retyped by hand.
Every policy's expiry is tracked automatically. See what's coming due this week, this month, or further out — right from your dashboard when you log in.
Motor, Medical, Fire, Public Liability, Expat, and more — one system for your whole book of business.
Rate and premium go in, the commission owed comes out — calculated automatically, never typed in by hand.
See policies written by month, outstanding commissions, and renewal pipeline at a glance.
Every brokerage on Broker Assist is walled off from every other — tenant isolation, encryption, and role-based access, not bolted on later.