Empower Your Brokerage with Agiliux for
Direct Insurance Brokers
Agiliux automates the entire workflow for direct insurance brokers, from inquiry to placement, and debit note to payment. With one-click regulatory reporting, you can streamline operations and focus on growing your business while maintaining regulatory compliance.
Inquiry & Lead Management
Agiliux helps brokers capture, track, and manage leads efficiently. Automated workflows and in-built CRM features ensure seamless follow-ups and better client engagement.
Brokers can convert leads faster, improve response times, and gain insights into sales performance. Automated reminders help maximise conversions and client retention.
Client Onboarding
Agiliux streamlines onboarding with digital KYC, document automation, and compliance checks. Brokers can securely collect and verify client data with ease.
Faster onboarding improves client experience, reduces admin workload, and ensures compliance. A seamless process helps brokers scale operations efficiently.
Client Onboarding
Agiliux streamlines onboarding with digital KYC, document automation, and compliance checks. Brokers can securely collect and verify client data with ease.
Faster onboarding improves client experience, reduces admin workload, and ensures compliance. A seamless process helps brokers scale operations efficiently.
Risk Placement
Agiliux simplifies risk placement with templates for 80+ business lines. Brokers can generate slips, send them to insurers, track quotes, and issue policies seamlessly.
Easy quote comparisons, version tracking, and insurer communications boost efficiency, reduce manual work, and accelerate placements for better client outcomes.
Operations Management
Agiliux automates policy issuance, endorsements, and renewals. Brokers can manage cover notes, policy documents, and compliance with minimal manual effort.
Reducing paperwork and automating tasks saves time and minimises errors. Renewals and reminders improve client retention and ensure seamless policy management.
Billing & Payments
Agiliux automates invoicing, premium tracking, and reconciliation. It supports multiple payment methods, integrating with banks and gateways for seamless processing.
Brokers improve cash flow, reduce outstanding premiums, and eliminate discrepancies. Automated payment tracking enhances financial control and transparency.
Insurance Broker Accounting (IBA)
Agiliux provides a full IBA module to manage receivables, payables, and commissions. It supports multi-currency transactions and regulatory compliance.
With real-time insights, brokers simplify reconciliation, improve cash flow, and ensure compliance. Automated commission calculations enhance profitability.
Customer Self-service Portal
Clients can access policies, make inquiries, submit claims, and track requests via a secure portal. This enhances customer experience with 24/7 accessibility.
Self-service reduces support workloads and improves satisfaction. A seamless digital experience strengthens client relationships and retention.
Customer Self-service Portal
Clients can access policies, make inquiries, submit claims, and track requests via a secure portal. This enhances customer experience with 24/7 accessibility.
Self-service reduces support workloads and improves satisfaction. A seamless digital experience strengthens client relationships and retention.
Customer Support Helpdesk
Agiliux provides a structured helpdesk for brokers to manage queries from cedents and reinsurers. The system includes ticketing, SLA tracking, and automated escalations.
Brokers improve response times, maintain clear communication, and ensure efficient handling of client and reinsurer requests, enhancing trust and service reliability.
Dashboard and Reports
Custom dashboards and reports help track business performance, client portfolios, and claims. Advanced analytics support data-driven decision-making.
Brokers gain deep insights, monitor KPIs, and identify growth opportunities. Data visualisation tools enhance strategic planning and operational efficiency.
Dashboard and Reports
Custom dashboards and reports help track business performance, client portfolios, and claims. Advanced analytics support data-driven decision-making.
Brokers gain deep insights, monitor KPIs, and identify growth opportunities. Data visualisation tools enhance strategic planning and operational efficiency.
What Makes Agiliux the Smart Choice for Global Brokers?
Learn how Agiliux supports multi-currency, multi-language, and scalable solutions, helping brokers thrive internationally.