Broker Portal

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 Lloyd’s 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

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