FullCircl
SmartBroker equips commercial lines brokers with rich, contextualised company information on every business in the UK and Ireland and increases sales distribution capacity. By leveraging data-driven insights, brokers can identify new opportunities and build strong, long-term relationships that drive growth and revenue while assisting with regulatory compliance. Acquiring new business and retaining clients are two of the most important aspects for any insurance broker. That’s why we’ve developed SmartBroker, which provides the information you need to succeed. Discover a smarter way to acquire new business and build long-term client relationships. BIBA members can benefit from access to special pricing, attractive multi-seat bundles, dedicated training and support, and even integrate SmartBroker into your Acturis deployment.
Benefits of SmartBroker:
• Prospect with precision
• Data-driven insights to tailor outreach
• Prepare better underwriting submissions
• Increase client retention
• Cultivate existing book of business
All content by FullCircl
Regulatory compliance & Consumer Duty: Strategies for financial firms
The implementation of the Consumer Duty regulation in July 2023 ushered in a new era of consumer protection in the UK's financial services sector. With full compliance required since July 2024, this whitepaper provides an essential guide for insurance brokers to meet the regulatory requirements.