For insurance brokers
Run broking operations in one connected workspace
Insurance brokers manage multiple insurers, products, POSPs and clients at once. PolicyIQ | One brings that work into a single, connected platform.
Daily operating challenges
- Policies and renewals tracked across spreadsheets
- POSP activity difficult to see centrally
- Claims coordination spread across calls and email
What PolicyIQ | One provides
- POSP Management, Sales CRM and Policy Management in one place
- Automated Renewal Management
- Claims Servicing tracked end to end
Recommended PolicyIQ products
Frequently asked questions
FAQs for insurance brokers
PolicyIQ | One is built specifically for insurance brokers, covering POSP management, sales, policy management, renewals, claims and finance in one workspace.
Yes. PolicyIQ | Extract, Gateway, Assist and Match each connect with PolicyIQ | One, so a brokerage can add document extraction, integrations, an AI assistant or comparison tools as needed.
Renewal Management sends automated reminders and tracks renewal status, so brokerages catch upcoming renewals before they lapse.
Yes. Claims Servicing tracks a claim from first intimation through to closure, keeping the broker informed at every stage.
Yes. Role-based access and team structures let a brokerage organise POSPs, staff and branches while keeping a centralised view of the business.
See PolicyIQ | One for brokers
Book a demo built around a brokerage's own workflow.