Acquiring new business, navigating complex regulatory changes, and retaining clients are some of the most important challenges for brokers. FullCircl SmartBroker empowers brokers with rich, contextualised company information and increases sales distribution capacity. Leverage data-driven insights to identify new opportunities within your Ideal Customer Profile and build long-term, stronger relationships with clients whilst assisting with compliance and Consumer Duty.
Key benefits to members
- Streamlined process to acquire new business
- Intelligent targeting to find the right customers, at the right time
- Data-driven insights to tailor outreach
- Seamless integration with Acturis
- Prepare better underwriting submissions
- Increase in client retention
Special offer for BIBA members
- 25% discount off list price
- Attractive multi-seat bundles
- Dedicated Customer Success team
- CPD accredited Broker specific training
Plus
- Full access to the FullCircl Academy
- Self-learning on the FullCircl Platform
- Help working with small businesses
- Support with understanding financial accounts
- Guidance on identifying potential underinsurance within your portfolio