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.
Product Tour
A closer look at the BIA operating experience
Preview the core management views and workflows that help insurance brokers, agents and agencies stay organized, compliant and informed.
Broker and agency 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
Policy operations
Policy and renewal management software for brokers and agents
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.
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
Insurance invoicing, receipting and commission visibility
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, applicable deductions, 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, financial registers, financial statements, and export-ready reporting without leaving the platform.
Control & administration
Keep access, records and oversight under control.
BIA brings the administrative controls that support day-to-day insurance operations into the same working environment.
User access & roles
Control what users can access according to their role and permissions.
Compliance records
Keep client compliance and due-diligence information connected to the client record.
Documents & communication
Keep generated documents and important communication linked to the relevant business record.
Audit & management controls
Support approvals, audit visibility, accounting discipline and controlled deployment.
Ready to start using BIA?
Purchase online or request a guided demo before you decide.