Improve service, save time and money

The Broker Portal is a secure, cloud-based client portal enabling insurance brokers and IFAs to provide documents to their clients electronically.

Your clients can download their policy documents from The Broker Portal's secure vault via a secure encrypted internet connection at any time of the day or night, 365 days a year, while your business saves a small fortune on traditional printing and postage costs.

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Make your emails work harder

Orbit cleverly turns your email signature into a dynamic banner advertisement, increasing awareness of campaigns and product offers among both new contacts and existing clients.

Dynamic how? Banners are updated for all your staff automatically, can be scheduled in advance, and work with a range of image files including animated .GIFs. Link your banner to a particular page on your website to capture new business leads or even to a downloadable product sheet.

Best of all, our user friendly system means all this can be achieved independently from IT teams or external providers - saving your business time and money.

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GDPR compliant, UK-based

As you will know, GDPR requires that personal data should not be transmitted outside the EU to ensure consistent legislation and protection.

It's easy to assume that if your web host is based in the UK, your website is too. However, some budget web hosting companies will host your website on servers on the other side of the globe - clearly a big no-no when it comes to compliance.

As a GDPR-compliant web host, we offer UK-based hosting as standard. In addition, our service includes a Data Processing Agreement - a written contract required by GDPR when you employ a data processor (i.e. your web host) to process the data from your website. This pre-formatted 19 page legal document gives you the confidence that you have the correct procedures in place and makes your compliance obligations easy.

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Increase efficiency and profitability

Our quotation forms bolt-on to your existing website and offer an intelligent approach to capturing client details, helping your business to increase lead conversions and client retention.

We use real-time data validation to present additional questions where required, ensuring all the information you will require is captured accurately on first contact.

As a result, you will be able to quote on new enquiries more efficiently, without the need for call backs.

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Our proven website platform

We have distilled our years of experience crafting websites specifically for insurance brokers and IFAs into our latest Compass website platform.

Your website will be customisable with your own logo, colour scheme and navigation structure while being SEO friendly with fast page loading speeds.

Built upon an industry-leading Content Management System (CMS), your in-house team will be able to manage the website with no prior technical or coding knowledge required.

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Software tailored to your needs

Apps and software can deliver significant efficiencies, cost savings and new customers to your business, but at times it can feel like an off-the-shelf solution is forcing your business to change the way it operates simply to fit into its pre-defined framework.

The solution is to create something bespoke for your business, allowing you to continue to work the way you want to.

We have a wealth of experience in the development of bespoke business apps and software. We collaborate with your team from initial project scoping through to design, programming, testing and go live.

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