Client, compliance & portfolio
Keep client profiles, contact details, compliance notes, beneficial ownership records, policies, claims, balances, documents, and communication history connected.
Product Tour
A closer look at the BIA operating experience
Preview the core management views and workflows that help brokers stay organized and informed.
Brokerage command centre
Start from one organised workspace, not scattered tools
The main workspace groups the office into practical areas: policies, renewals, clients, opportunities, claims, billing, debtors, commission, accounting, marketing, payroll, and reporting. Users see and use what their role allows.
- Policy operations, renewals, cancellations, risk notes, and TOR
- Client, portfolio, claims, and underwriting workflows
- Billing documents, debtors, performance, accounting, and commission
- Marketing and customer communication access points
What BIA connects
One operating system for the work that usually gets scattered
BIA is designed as a desktop-first operating and financial-control platform for broker teams. Instead of spreading work across spreadsheets, emails, files, and manual diaries, the app connects the daily operating areas into one structured environment.
Opportunities & quotations
Develop sales opportunities, prepare insurer-specific quotations, compare alternatives, track follow-ups, and record the outcome before placement.
Policies, risks & servicing
Create policy records, capture structured risk items, manage endorsements, cancellations, renewals, TOR, valuations, and controlled document outputs.
Billing, receipts & debtors
Issue invoices and credit notes, record receipts, allocate payments, manage overpayments or unallocated deposits, and review debtor exposure.
Commission, accounting & payroll
Review expected and received commission, insurer position, accounting reports, payroll records, payslips, statutory liabilities, and management controls.
Claims, communication & marketing
Register claims, track follow-up, preview client messages, send governed marketing campaigns, and preserve professional communication history.
Policy operations
Service policies without losing the history around them
Policy work connects the client, insurer, product, cover dates, references, premium, structured risk items, documents, endorsements, cancellations, renewals, TOR, valuations, and audit history so the current position is easier to understand.
Policy register with servicing context
Find and service policy records using practical search fields such as client, vehicle registration, insurer policy number, risk note number, status, endorsement position, and document availability.
Renewals hub for disciplined follow-up
Review upcoming expiries, notice status, reminder stages, renewal drafts, projected premium, missed follow-ups, and the next action due before the business is lost.
Client 360 relationship view
Bring client profile, policies, billing position, documents, renewals, claims, and compliance context into one clear servicing view.
Opportunity and quotation workflow
Track pre-placement work with insurer-specific quotations, follow-ups, comparisons, communication, and recorded outcomes before business is placed.
Billing and commission intelligence
Know what has been billed, collected, allocated, earned, and reported
The finance side connects billing documents, receipts, allocations, credit notes, debtors, insurer position, commission expectation and receipt, accounting reports, payroll records, and management dashboards.
Billing performance dashboard
Review debit value, receipts, collection conversion, credit movement, outstanding balances, debtor exposure, business mix, commission visibility, action queues, and pre-cover pipeline health from one management view.
Billing documents in one workspace
Manage invoices, credit notes, payment actions, PDF exports, billing decisions, and financial trace visibility from one controlled billing screen.
Commission dashboard
Track expected gross commission, withholding tax, net commission, received payments, outstanding balances, insurer carry-forward, and the income position that needs management follow-up.
Accounting and reporting visibility
Move from operational insurance records into ledgers, journals, tax registers, financial statements, and export-ready reporting without leaving the platform.
Operational depth
Operational depth without turning the page into a manual
The full user manual covers many detailed workflows. On the website, the Product Tour keeps those details grouped into a few clear operating themes so visitors understand the value without being overwhelmed.
Client 360° and compliance
Bring client profiles, policies, claims, invoices, receipts, balances, compliance review notes, beneficial ownership records, statements, and communication history together.
Sales pipeline and quotations
Create Opportunities, prepare insurer-specific quotations, compare options, manage follow-ups, preserve documents, and record the commercial outcome before placement.
Risk items, TOR and valuations
Capture structured risks such as vehicles or locations, monitor motor Time on Risk, and follow valuation requirements through staged reminders where configured.
Claims and communication
Register claims, link them to policies, record status updates, preview client or insurer messages, and keep follow-up visible to the team.
Documents, marketing and reporting
Generate broker-branded documents and reports, support governed marketing campaigns, and give management structured views of business performance.
Roles, accounting and payroll controls
Support role-based access, accounting period discipline, payroll records, payslips, statutory liabilities, approvals, audit trail, backup readiness, and guided deployment.
Operating workflow
From policy setup to management reporting
1. Create and manage policies
Keep client and policy records organized, searchable, and connected to broker documents.
2. Issue billing documents
Generate invoices, receipts, credit notes, and statements using controlled broker branding.
3. Track income and follow-up
Monitor renewals, claims, debtors, and commission position from management dashboards.
4. Service, control and report
Manage renewals, endorsements, cancellations, claims, TOR, valuations, communications, debtors, commission, accounting, payroll, dashboards, and management reports.
See the full workflow in the Product Tour
Explore the Product Tour for the detailed workflow, or request a guided demo tailored to your office.