Custom systems / Insurance brokers
Custom business systems for insurance brokers
A broker's book is the asset: commercial policies renewing every year, often for a decade or more. Growth means winning new business from firms that currently buy elsewhere, and the firms that switch are the ones whose broker never rang them.
Your week
The renewal nobody chased
A commercial policy you placed four years ago renews next month, and neither the client nor the insurer has heard from you since last year's invite. The client, who runs a firm you know well, buys it direct this time because a comparison site emailed him a price. Retention is the cheapest business in the book, and it is lost in the weeks nobody plans for.
Who we would contact for you
The people we would ring on your behalf
We build this list from your area and the work you want, inside a radius you set. You approve every batch before anything goes out.
Local businesses approaching renewal
Firms in your patch with commercial cover due for renewal, who switch when their broker goes quiet before the date.
Startups and new limited companies
New firms buying their first liability and commercial cover, who stay with whoever placed the first policy.
Landlords and property owners
Portfolio landlords needing specialist cover per property, renewing on a rolling cycle.
Referrers: accountants and solicitors
Professionals asked about cover by their clients monthly, who refer the broker they trust and remember.
What the outreach would say
An example of what goes out
First message, sent under your name
"Hi [name], I run an insurance brokerage here in [town], placing commercial cover from liability to fleet. When your business insurance comes up for renewal, do you have a broker who shops the market for you, or does it roll with the same insurer? We compare the whole market and there is no fee for the quote."
Nothing goes out without you. You see the list, the wording and the replies, and the conversation stays yours.
Your maths
One sentence, in your numbers
One new commercial policy a month covers the build inside a year. The renewal book then pays the yearly fee without winning anything new.
What it looks like in the system
Your outreach call list
The list starts with the businesses nearest your base, and every call is logged with an outcome so nothing gets lost and nobody gets called twice by mistake.
blueprint / outreach / call list
6 contacts
Business
Contact
Area
Status
Waterside Joinery Ltd
Ben Ashwell
Watford
Renewal review booked for MarchRosehill Cafe Group
Fatima Belal
St Albans
Interested, quote request sentAdey Property Landlord
Ken Farrell
Hemel Hempstead
Left message with the landlordPiggott and Vane Accountants
Hugh Sansom
St Albans
Referral terms agreedKingsfield Logistics
Raj Mistry
Watford
Has a broker alreadyChorley New Town Deli
Emma Gates
Kings Langley
Wants a quoteSample rows. Your list is built from the real businesses inside your radius, and every call is logged with its outcome.
Where work gets lost
The four ways this trade leaks money
Renewal dates tracked on insurer schedules, so retention depends on the insurer's timing, not yours.
New business enquiries quoted slowly across several insurers, and the firm buys from whoever quoted first.
Mid-term adjustments handled by email and never billed.
Referrals from accountants and solicitors arriving, and then never followed up.
How the system brings in more work
Growth, first
Built around who this trade actually sells to.
- Automated outreach to local businesses, new limited companies and landlords needing commercial cover.
- A referral chain kept warm with accountants, solicitors and trade bodies who send work.
- Renewal reminders that start 60 days out, so the book renews instead of drifting.
- Automatic follow-up on quotes that go quiet.
What else it handles
The operational side, sorted
Results
What it's done for real businesses
Real results for Insurance brokers businesses - coming soon. We only publish quotes and numbers we've been given permission to use.
Pricing
Plain numbers
The setup fee covers the build. The yearly fee covers hosting, monitoring, updates, fixes and support, cancellable with 30 days notice.
Website
£350 to build
£150 a year to run
For businesses with no website, or with one that isn't generating results.
- A website built for your trade, effective on iOS and Android
- Enquiry form feeding a database you own, not a lost inbox
- Automatic confirmation to anyone who enquires, so nobody goes quiet
- Google reviews pulled in automatically
- Set up to show for local searches in your area
£150 a year is less than most trade businesses spend on a single month of advertising that does nothing.
Website + Core System
£1,800 to build
£360 a year to run
You're already getting enquiries. This package makes sure none of them go to waste and brings in more on top.
Everything in Website, plus:
- Automated outreach contacting potential customers for you every day
- A prioritised call list so you always know who to ring next
- Quoting built around your own pricing, so quotes go out in minutes
- Job tracker showing what's booked, what's done and what's owed
- Automatic follow-ups to customers after a job
You pay once, you own it, and it keeps running whether or not you renew.
If it brings in one extra job a year, it's paid for itself.
Complete System
£3,500 to build
£600 a year to run
For businesses with staff, vans, or several jobs running at once.
Everything in Core, plus:
- Crew management and job assignment
- Clock in and out with location logged
- Photo-verified quality checklists on every job
- Certification and compliance tracking with renewal reminders
- Invoicing and payment tracking
- Reporting showing where work actually comes from
You pay once, you own it, and it keeps running whether or not you renew.
Book a free 15-minute call
Book a call, or message us on WhatsApp. We answer between 8am and 6pm, Monday to Friday.