Finance & Operations

Insurance System

Insurance System · Quotes, policies & claims for brokers

Full broker platform — quotation, binding, policy admin, document generation, renewals and claims tracking. Built for independent UK brokers and underwriting agents.

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Built for

Who uses Insurance System

Designed for the realities of how these businesses actually run — not a generic template.

Insurance brokers

MGAs

Underwriters

What's included

Everything you need on day one

Insurance System ships ready to launch — no plugins, no add-ons, no per-user surprise fees.

Making Tax Digital compliant

Multi-entity and multi-currency support

Bank feeds and auto-reconciliation

VAT submission to HMRC built in

Audit trail and role-based permissions

Stripe, GoCardless and PayPal integration

Automated invoicing and chasing

Open API for custom integrations

How it works

Live in days, not months.

Discovery call

A 30-minute call to understand your workflow and confirm the fit.

Provisioning

Insurance System branded with your logo, colours, users and data.

Training

On-site (Glasgow + central belt) or remote training for your team.

Go live

24/7 platform ops, on-call support and continuous updates included.

Other products you might pair with Insurance System

Accounts System

Bookkeeping & accounts — built for UK SMEs

Learn More →

Instalment System

In-house BNPL & instalment financing