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 manage insurance operations seamlessly.
Easy quote comparisons, version tracking, and insurer communications boost efficiency, reduce manual work, and accelerate placements for better client outcomes.
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Core Values of the Agiliux Platform
Modern System of Record
Unify operations with one cloud-native core. A secure platform where client data, documents, and policy history reside together, eliminating fragmentation and data gaps.
Learn More →Agentic Document & Data Intelligence
Stop manual entry. Our engine ingests, interprets, and integrates any document or dataset, flowing structured data seamlessly into your core system with secure workflows.
Learn More →Embedded Intelligence & Automation
Automate directly inside your platform. Embedded intelligence streamlines tasks, improves accuracy, and removes friction across broking, underwriting, and accounting ops.
Learn More →AI-Native Platform: Built to Win
Built from the ground up with AI, not bolted on. Leverage Generative AI and predictive analytics within daily workflows for faster quoting, smarter renewals, and less risk.
Learn More →Scalable Editions: Pro to Ultimate
Choose the edition that fits your growth. From Professional to Ultimate, access the same powerful core platform with tailored support levels, hosting, and service features.
Learn More →Deploy Your Way: SaaS or Self-Hosted
Select the control you need. Agiliux supports shared SaaS, dedicated cloud, or self-hosted options, giving you flexibility over data sovereignty, security, and performance.
Learn More →De-Risked Implementation & Migration
We guide every stage of your digital transformation. Includes structured planning, full data migration of history, and robust user training to ensure successful adoption.
Learn More →Lifetime Support & System Warranty
Software that comes with a partnership. Enjoy a lifetime warranty on bugs, multi-channel helpdesk, and dedicated account management to keep your operations running smoothly.
Learn More →Security & Regulatory Compliance
Innovation meets governance. Our platform ensures data protection with full audit trails, encryption, and role-based access control to satisfy rigorous regulatory standards.
Learn More →No-Code Configuration & Flexibility
Adapt the platform without a developer. Customise screens, define workflow rules, and build personal dashboards using simple no-code tools to match your unique processes.
Learn More →Global Scale, Localised Execution
Operate confidently in any market. Agiliux offers multi-currency and multi-language support, local tax compliance, and regional support teams to match your global ambition.
Learn More →Operations Management
Agiliux automates policy issuance, endorsements, and renewals. Brokers operating across multiple regions can leverage our Global, Fully Localised capability to manage multi-currency transactions and local regulatory variations. They 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. The portal experience can be customised through our Highly Configurable No-Code Platform, allowing brokers to tailor journeys without development effort.
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.
Frequently Asked Questions
How does Agiliux help direct insurance brokers improve operational efficiency?
Agiliux automates key brokerage workflows including inquiry management, client onboarding, policy administration, billing, renewals, accounting, and reporting. By reducing manual data entry and disconnected processes, brokers can improve turnaround times, minimise operational errors, and manage higher business volumes more efficiently.
Can Agiliux support multi-branch or multi-country insurance brokerage operations?
Yes. Agiliux is designed to support growing brokerages operating across multiple regions. The platform includes multi-currency, multi-language, and localisation capabilities, helping brokers manage region-specific compliance requirements, insurer relationships, and financial operations within a single system.
How does Agiliux streamline risk placement for commercial insurance brokers?
Agiliux simplifies risk placement through standardised templates, quote comparison tools, insurer communication tracking, and workflow automation. Brokers can generate slips, manage quote versions, monitor placement status, and maintain structured records throughout the placement lifecycle.
Does Agiliux include insurance broker accounting and regulatory reporting?
Yes. Agiliux includes a complete Insurance Broker Accounting (IBA) module that supports receivables, payables, commissions, reconciliation, and financial reporting. The platform also helps brokers simplify regulatory compliance with audit trails, structured reporting, and automated workflows.
Can brokers customise workflows and dashboards without technical development?
Agiliux includes no-code configuration capabilities that allow brokers to customise workflows, dashboards, user permissions, notifications, and business rules without relying heavily on developers. This helps firms adapt the platform to their operational processes more quickly.
How does Agiliux improve customer experience for insurance brokerage clients?
Agiliux provides digital self-service capabilities that allow clients to access policies, track requests, submit claims, download documents, and communicate with brokers through a secure portal. Faster response times and streamlined servicing help improve customer satisfaction and retention.
What Makes Agiliux the Smart Choice for Global Brokers?
Learn how Agiliux supports multi-currency, multi-language, and scalable solutions, helping brokers thrive internationally.
Empower your brokerage with seamless digital solutions.
Book a live demo today or start your free 2-week Proof of Concept (POC) to experience seamless digital transformation with Agiliux.