Broker Insights provides the Vision platform, a cloud‑based decision intelligence solution that aggregates broker data, enriches it with market intelligence, and uses its proprietary MatchPoints™ engine to automatically match broker risks with insurer appetite in real time. The platform delivers interactive dashboards for strategy simulation, placement management, and performance tracking, helping commercial insurance brokers increase earnings and insurers improve underwriting efficiency while reducing manual data handling.
Funding
$7.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
CVMAFounders
Product
Problem
Commercial insurance brokers and insurers often operate with fragmented data, limited visibility into market opportunities, and inefficient placement processes that require manual effort and result in missed business and sub‑optimal relationships.
Solution
Broker Insights offers the Vision platform, a cloud‑based insurance decision intelligence solution that aggregates and normalises broker data, enriches it with market intelligence, and presents actionable insights through interactive dashboards. Its proprietary MatchPoints™ engine overlays broker risk data with insurer appetite to automatically identify the most suitable placement opportunities in real time. The platform supports any existing broker management system, provides secure, GDPR‑compliant data handling, and includes tools for strategy simulation, renewal management, and performance tracking. By delivering a unified view of the commercial insurance market, Vision enables brokers to grow earnings, insurers to increase underwriting efficiency, and both parties to reduce time spent on manual data handling.
Target Audience
Primary users are commercial insurance brokers—both independent regional firms and large national/global broker networks—and insurers or MGAs seeking data‑driven placement and underwriting efficiency.
Features
- Automated data ingestion from all major broker software (Acturis, Open GI, SSP, Applied, etc.) with cleansing and standardisation of over 1,600 business class descriptions into 132 standard classes
- MatchPoints™ engine that matches broker risks to insurer appetite using key data points and AI‑enabled analytics
- Interactive lenses (Business Insights, Placement Strategy, Placement Management, Performance Management, Custom Views) for simulation, benchmarking, and pipeline optimisation
- Secure, cloud‑hosted SaaS architecture on AWS with ISO 27001 certification, SSL encryption, and anonymised data sharing for insurers
- Real‑time inbound enquiry routing and communication hub linking brokers with partner insurers and MGAs
- System‑agnostic integration allowing consolidation of data from multiple sources into a single analytics view
- Optional Vision Enterprise offering customisable workflows, licensing, and dedicated support for large national or global broker networks