A connected solution for brokers, insurers and MGAs providing meaningful opportunities to drive growth
Acturis and FullCircl are working together to provide users with rich contextualised and connected company information. We firmly believe that organisations thrive when equipped with robust data resources, and this integration paves the way for enhanced accessibility to data enrichment tools to our userbase. After just two months of usage, one early integration partner is already forecasting: Total ROI value of £1.78m or 54.8x spend, £497,000 potential new Premiums in the first two months thanks to flags raised via screening and tracking plus time savings equivalent to hiring two new FTEs.
Using SmartBroker, build a list of companies that match your key prospecting criteria before uploading to your Acturis platform using the Automation module.
Understand the full story behind every business with daily updates centred around your interests, allowing you to identify business opportunities and assess risk accordingly.
Save hours of re-keying by automating customer data collection from validated and verified sources like mainstream CRA’s, Companies House and the HMRC.
Automate processes to streamline your pre-qualification screening and onboarding journey for customers. Free up the time you need to accelerate growth and reduce customer acquisition costs.
Monitor a company’s progress and proactively track changes that might impact the associated risk and opportunities in real time throughoutthe customer lifecycle based on your predefined rules.
Client-facing overview
This step-by-step guide will help you maximise the value of our SmartBroker service, helping you identify & acquire the right customers, verify and onboard them faster while assisting with Consumer Duty requirements, and retain & grow your existing portfolio to maximise revenue.
New Business Revenue Producer
Account Handlers and Middle Office Professionals
Get a complete view of the markets that matter to you, segmented by the attributes of your most profitable clients.
Receive insights about key changes to your prospects and clients, allowing you to provide relevant support and guidance, and be a trusted advisor to your clients.
Use data-driven customer intelligence to eliminate knowledge gaps, ensuring comprehensive, full, and detailed submissions every time.
Don’t get blindsided by significant changes to your client’s business and risk portfolio at renewal. Be alerted to changes to help mitigate risks sooner and increase client profitability.
Discover a smarter way to acquire new business and build long-term client relationships with FullCircl SmartBroker + Acturis. Contact your account manager today.